LivePlan Training Descriptions and Registration

LivePlan Method Live Webinars

LivePlan Training Self-Study

LivePlan Method Resource Guides

Best Practice Live Webinars

Expert Advisor Certification

Note: Please use the same email for webinar registration and LivePlan account usage. This ensures you receive credit for the courses and that we can communicate with you effectively.

LivePlan Method Training:

A live webinar with CPE credits, which is focused on our business process for client advisory services.

Attend this webinar to learn the LivePlan Method business process and client engagement guidelines for Strategic Advisory services. The LivePlan Method is your system for offering scalable client advisory services. Learn the basics of Lean Planning, how to turn client goals into strategic metrics, and how to offer client advisory services in a standardized way for scalability in your firm.

Watch this video for an overview of the LivePlan Method:

Attend an upcoming webinar and receive CPE credit:

Thurs. December 7, 2017 11:00 AM - 12:30 PM PST

Thurs. January 18, 2018 11:00 AM - 12:30 PM PST

Thurs. February 8, 2018 11:00 AM - 12:30 PM PST

*More training dates will be added. Please check back regularly for an up-to-date schedule.

LivePlan Training Self-Study:

A self-study webinar video that explains how to use LivePlan software.

Listen to this recorded webinar video to learn to use LivePlan software in your practice as your platform for standardized Strategic Advising.

Within LivePlan you can accomplish all the work necessary for standardized Strategic Advising: establish the client's Lean Plan, build the full financial forecast, report benchmark data, and track and report on key performance indicators. Perform the work in LivePlan, as well as use LivePlan as the basis of your advisory meetings to easily communicate results and facilitate ongoing strategic planning.

Listen to the video at your own pace, using the chapter links.

Using LivePlan In Your Practice Self Study

LivePlan Method Resource Guides:

Want additional assistance?

Request our free LivePlan Method resource guides and receive steps, scripts, and tips to engage your clients.

Best Practice and Special Events:

Best practice webinars are offered monthly on industry-related topics that are relevant to LivePlan Strategic Advisors. See the list below for current offerings and upcoming dates.

Thurs. November 30 2017 11:30 AM - 12:15 PM PST - Productize Your Strategic Advising Services

Thurs. December 14 2017 11:30 AM - 12:15 PM PST - Expert Advisor Year End -- Let Us Help You

*More training dates will be added. Please check back regularly for an up-to-date schedule.

LivePlan Expert Advisor Certification:

The Expert Advisor Certification is for Strategic Advisors who would like certification status in LivePlan. Certification in LivePlan ensures you are always up-to-date with the latest upgrades and offers from LivePlan. Click here for Certification information.