STEP celebrates new student award winners - June 2017

Thursday, 15 June, 2017

STEP has announced 31 new student award winners in its Worldwide Excellence Awards. Launched in June 2016, the Awards run twice a year to celebrate the highest achievement in STEP qualifications globally.

The winners are the top achievers across STEP’s exams for the period 1 July - 31 December 2016.

A number of the students are familiar names to us here at STEP. Adelle Seaton from Scotland and Jo-Anne Stephens from the Cayman Islands scored a hat trick, winning awards this June, as well as in December and June 2016.

Fellow winners Kirsten Anderson, Lindsay Bryce MacKay and Fiona Kathryn Wallace have also won awards previously.

Jo-Anne Stephens and two other students, Meghan Davis and Christopher Jess, each won two awards this round.

‘STEP offers its warmest congratulations to all our graduates but in particular to these winners,’ said Nigel Race, STEP’s Director of Professional Development. ‘It is fantastic to see that we have such a pipeline of talent coming through to strengthen our membership base, and particularly impressive, of course, are those multiple winners who have shown such aptitude.’

The top students came from all over the world, including Arabia, Canada, Hong Kong, the Caribbean and Europe. Many have provided testimonials:

‘The TEP is a highly regarded designation that I knew would have tremendous benefits to me in my professional career. The topics and materials covered in the course are things that I encounter every day.’
Becky Turcotte, The Millar Corporation, Canada

‘The level of detail contained within the extensive course material provides a useful aide memoire, long after study and examination. The continued benefit of the course and its material results in sound advice and reassuring outcomes for the client.’
Christopher Jess TEP, CMG Cunningham Dickey Solicitors, Belfast, Northern Ireland.

‘STEP has a great reputation across the globe and to have a respected qualification from a well-known, credible organisation will, I am sure, help my career.’
Harriet Amy Betteridge, Stevens & Bolton LLP, Guildford, Surrey.

Top scoring students for the period 1 January - 30 June 2017 will be announced in November 2017.

About STEP qualifications

STEP runs a number of qualifications for those who advise on wealth administration and succession, including Certificates, Advanced Certificates and Diplomas with our primary education partner, CLT International. Students need to gain a specific number of credits via examination or prior experience in order to become a STEP Affiliate, a STEP Technician or a ‘TEP’ (Trust and Estate Practitioner) – the designation granted to a Full Member of STEP.


For further information please contact Joanna Pegum on +44 (0) 20 3752 3771, Email:

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

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