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

IMPORTANT CHANGES from April 2012
(If you are submitting a paper by 30th April 2012 nothing has changed for this submission.)

Changes to Submission Dates for QP Papers
In order to provide students with more flexibility submitting their papers we are introducing a second submission date.  There will now be a July Submission and an October Submission. The topic questions will be the same for both submissions.


Changes to the Word Count Limit for QP Papers
From the October Submission 2012 the expectations on word count will be revised.  The expectation will be that, in order to produce work of sufficient depth and quality, the essay word count should be approximately 5000 words.

Changes to Fees from 1 April 2012
The Paper registration fee has increased to £210.00 per paper.
The Paper re-mark fee has increased to £85.00 per paper.

Course Structure and Assessment
  • QP Students research, prepare and submit three papers of approximately 5000 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.
  • 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 and Fees
Find out more »

Dates and Deadlines
Find out more »

Guidelines and Terms and Conditions
Find out more »

Topics
Upgrading your membership
Case Studies
Publications QP Image
Branch Officers
Listing of the topic questions for submission and registration form.
Find out more »
After passing three papers, students will be eligible to upgrade to full membership. Find out more » How QP membership has benefited your contemporaries.
Find out more »

Events

STEP Spring Conference - Birmingham
22 May 2012
United Kingdom

STEP South Africa Conference
28 May 2012
South Africa

STEP Private Client Awards 2012/13
19 September 2012
United Kingdom

See all events