We have new training!
Click here to gain access to our training program. The first course will explain how you can become certified.
As always, if you have questions, you may email us at accountants@liveplan.com or contact our Customer Advocacy Team for support.
Expert Advisor certification is not required to use LivePlan Method in your practice. Our comprehensive training program goes beyond LivePlan software, and is built to assist you in establishing a scalable and profitable advisory business.
Certification covers use of LivePlan software and a general understanding of the LivePlan Method process. This content is covered in our training program in courses 101, 102 and 103. The remaining courses go deeper on establishing LivePlan Method in your firm.