TAP Knowledge Exchange is a series of bite-sized online masterclasses designed for TAP members. These webinars cover general knowledge, TAP tips, and best practices while also giving you the opportunity to earn CPD points.
Each session is interactive, practical, and designed to help you grow in your field by connecting you with industry experts who share their insights and experiences.
Our webinar format includes a focused 30-minute session, followed by 15 minutes of Q&A (a total of 45 minutes).
The sessions will follow a refreshed format:
Soft skills: Practical insights from the Adviser Playbook to enhance client relationships and communication.
Tech update & training: A walkthrough of new or improved TAP features, troubleshooting common issues, and an open Q&A.
Compliance: Key updates and guidance from Scott and the team to keep you on track.
Provider & referral partner updates: Hear from sponsor providers and referral partners on products, case studies, or industry updates.
We welcome all members to join! Each masterclass explores a different topic, and you can view the proposed schedule of topics in our Upcoming Webinars section (subject to change).
