Become a Plan Genie Certified Trainer

Do you believe planning is foundational work for healthy business?
Are you a trained business coach interested in implementing new learning solutions to grow and assist your clients?

Join us to deliver insights, knowledge and skills in business planning to your practice. Together we can build better businesses.


To provide Plan Genie customers with quality, consistent training on the Plan Genie methodology

To provide business trainers, coaches, and consultants with an effective marketing tool to grow their practice


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Gain a deeper understanding of the significance of running a business from a plan

Learn the underlying Plan Genie structure for continuous business planning

Increase credibility in the market, be featured on Plan Genie online channels

New marketing and sales tools and support for your practice

Additional revenue stream for your practice

New customers generated through the workshops

Community alliance with other trainers, consultants, and coaches

Opportunity to access and contribute to Plan Genie’s library of content


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Professional training / management / consulting or coaching experience

Presentation skills

Completion of Certified Trainer workshop


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Minimum of 4 workshops per year

Client satisfaction scores above 80%

Support for the Plan Genie methodology and brand

Contribution to Plan Genie’s library of content