Join STEP in Canada

STEP Canada is the Canadian chapter of the worldwide Society of Trust and Estate Practitioners (STEP).

To become a STEP member within Canada you can apply through one of the following routes:

STEP Diploma for Canada

The STEP Diploma for Canada route to full STEP membership is intended for candidates who work or aspire to work in the trusts and estates industry in Canada. You join STEP as a student member, then upon earning the STEP Diploma for Canada and satisfying the other membership criteria, will qualify for admission as a full member of the Society.

Qualified Practitioner Route

This route is open to persons who hold a recognized professional qualification and who have a minimum of two years current post qualification practical experience in trusts and/or estates related matters. Find out more here.

Experience Practitioner Route

This route is open to persons who hold a recognized professional qualification and who have a minimum of ten years current post qualification practical experience in trusts and/or estates related matters. This route to membership is only available to those people invited by a Branch Executive (Branch Board) to join STEP. Click here to find out more.

To find out more visit STEP Canada's website 

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