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TAP Knowledge Exchange
TAP Knowledge Exchange
A series of bite-sized masterclasses, for members to join online every fortnight. The webinars cover general knowledge, TAP tips, sharing best practices and give you the chance to earn CPD points. Held on Zoom every 2nd Thursday at 10am. The sessions alternate between:
Knowledge Exchange (KX) + 15 minutes of Q&A (total 45 minutes)
Hour of Power (attendees can receive CPD points)
We welcome all members to attend, each online masterclass will cover a different topic. The proposed schedule of topics can be viewed here (subject to change).
The webinars are hosted on Zoom. You can join the webinars using the Zoom link here.
2025 TAP Knowledge Exchange webinars:
17/07/2025: Exploring TAP's latest features
03/07/2025: Creating value: Tailoring solutions to client needs
19/06/2025: AIA - Ease of doing business
05/06/2025: How to get ahead of your FAP returns
22/05/2025: Qualifying prospects: Separating interest from commitment
08/05/2025: Partners Life update & understanding incentive regulations
10/04/2025: ASB adviser update & introduction to Jon Sadler
27/03/2025: How to offer more to your clients via F&G referrals
13/03/2025: Uncovering client needs: The power of active listening and the pain funnel
2024 TAP Knowledge Exchange webinars:
21/11/2024: TAP's Top Takeaways for 2024
07/11/2024: Meet our newest referral partner, equiti
24/10/2024: Exploring TAP's latest features
10/10/2024: Meet our newest referral partner, Bizcap
26/09/2024: Building rapport and trust from the first contact
12/09/2024: Meet our newest referral partner, Loan Options Ai
15/08/2024: Exploring TAP's latest features
18/07/2024: Vulnerable clients masterclass
04/07/2024: Red lining the TAP system
20/06/2024: Grow your business with Blanket Domestic F&G Cover
23/05/2024: nib Product Enhancements and Update
09/05/2024: Service your clients and generate referrals with KiwiSaver
18/04/24: Introducing Checkmonster & Business Cover via Quotemonster
11/04/24: Complaints Masterclass
28/03/24: Tracking your CPD
14/03/24: Are you prepared for regulatory FAP returns?
29/02/24: How to offer more to your clients via F&G referrals
15/02/24: CRM Power Users: Getting the most out of the latest updates
2023 TAP Knowledge Exchange webinars:
30/11/23: TAP's Top Takeaways - EOY 2023
16/11/2023: Quotemonster - Be a power user and get the most from the Quotemonster platform!
02/11/23: Blanket - Pro tips and tricks to get the most from the platform
24/10/2023: Vulnerable Clients Masterclass
05/10/23: What To Expect When You Are Expecting An Audit - Part Two
21/09/2023: Complaints Masterclass
07/09/2023: Accounting - Common Pitfalls For An Adviser Business
24/08/2023: Dissecting an FMA Audit Part 1 - Compliance Corner
10/07/2023: Advice Pipeline Users
27/07/2023: FMA Audit
13/07/2023: FAP Regulatory Return Requirements
29/06/2023: Discover how to use the LOAT tool
15/06/2023: Grow your business with Blanket Domestic F&G Cover
01/06/2023: Compliance Corner - Understanding your Responsibilities under the new Regime
18/05/2023: CRM Power Users - make the most of the system on a day to day basis
Mortgage Webinars
Mortgage Webinars
09/11/2023: Basecorp
25/09/2023: ASB Product Updates
19/09/2023: BNZ Product Updates
30/08/2023: Liberty Finance Presentation
15/08/2023: Basecorp Presentation
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