STEP is an unusual body in that its certificates and diplomas are initial professional development for some and CPD for others. In regions such as the UK and Canada people often turn to STEP after qualification as a solicitor, accountant, financial planner and so on, as it offers exciting private client career development. In other regions the STEP/CLT/ITCA International Trusts Management diploma often acts as a first professional qualification and provides a route through to a trust officer/manager role and beyond.
- Rosemary Marr TEP, Chair of the Professional Development Committee and a STEP Journal editor.
Qualifications & Membership Framework
STEP offers trust and estate-related qualifications ranging from certificates to advanced certificates and full diplomasRead more >
Continuing Professional Development
STEP’s CPD Centre, specially designed for STEP members, offers a growing range of resources to support members’ professional developmentRead more >
Qualified Practitioner Route to STEP Membership
A route to membership for trust and estate practitioners who have established themselves in their field, allowing experienced practitioners to demonstrate their knowledge…Read more >