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Joining STEP
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Why join STEP?

In the new climate of regulation, STEP membership may prove to be ever more important and sought after by clients. Increasingly, many jurisdictions require or encourage STEP membership.

Whether you are a student member, affiliate, associate or full member of STEP you will benefit greatly from access to knowledge that will enable you to identify and manage risk inherent in private client work more effectively. Branch meetings, seminars and conferences allow you to network with practitioners from different backgrounds – allowing those from the legal profession to discuss issues with financial experts, determining where coordination and cooperation would be beneficial to you.

Member Benefits

  • Full members can use the TEP designation and the STEP logo– enhancing their profile in the industry
  • STEP Educational programmes (including the STEP Diploma)
  • STEP Journal and the Trust Quarterly Review (TQR)
  • STEP Directory and Yearbook
  • CPD accredited programme of events
  • International, national and branch programme of conferences and seminars
  • Technical and membership newsletters by email
  • Government lobbying and representation
  • Trusts Discussion Forum
  • Online Technical Resources
  • Listing on the Find a Practitioner area of the STEP website for full members
  • Discounts on services such as publications and educational training
  • Jurisdiction Summaries
  • Special Interest Groups
  • STEP Job Search
  • STEP TV
  • STEP Wealth Directory

How to Join STEP   en français | in italiano | en español

Eligibility for membership is dependent upon your country of residence. To check the membership routes in your country, please choose from the list below

TEP as a Career
Click here for further information

Upgrading to Full Membership
Click here for further information

Rejoining STEP Membership
Click here for further information

Further Information
Click here to complete a form requesting further information

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