Qualified Practitioner Route to STEP Membership

The STEP Qualified Practitioner (QP) programme is an entry route to STEP membership for trust and estate practitioners who have established themselves in their field. It provides a professional qualification recognised by the industry.  It allows experienced practitioners to demonstrate their knowledge in order to gain Full STEP Membership.  This route is entirely distance learning based with candidates completing their own research.  

Applicants join as a Student member of STEP. Download the brochure here:  QP Route Brochure

Course Structure & Assessment:
  • QP Students research, prepare and submit three papers of between 2,500 and 3,000 words in length on a subject selected from those published on the STEP website.  The purpose of these papers is to demonstrate a level of knowledge acceptable to the Society.
  • A panel of adjudicators assesses each paper.  Results are issued directly by STEP Worldwide in August each year.
  • All three papers must be passed within four years of becoming a Student Member of the Society.  Upon successful completion of this course of study, candidates are eligible to apply for Full Membership of STEP, which includes the right to use the TEP designation. 
Apply for Membership
Route Timetable
Submission of Papers 
Apply for Membership QP Image Resources

Entry Requirements, Application Form & Fees
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Dates & Deadlines
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Guidelines and Terms & Conditions
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Publications QP Image
Branch Officers
Listing of the topic questions for submission and registration form.
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After passing three papers, students will be eligible to upgrade to full membership. Find out more » How QP membership has benefited your contemporaries.
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Boost to philanthropy as STEP and EAPG join forces

26 January 2012
In a boost to the philanthropy advisory sector, two leading philanthropy bodies, STEP and EAPG, have agreed to work together to provide a jointly developed educational series for advisors.

© 2012 Society of Trust & Estate Practitioners