Entry Requirements
The Qualified Practitioner route is for those with either:
10+ years' experience in the trusts and estates field.
5+ years' and a vocational degree.
2+years' post-qualification experience in the field. (Please see attached recognised qualification list below).
While not a requirement we recommend applicants have four years’ post-qualification general experience in the field.
Application Process
Applicants apply to join STEP as a student member by filling in the qualified practitioner application form (available to download below) and submitting this to STEP Worldwide. Please also read through STEP’s qualified practitioner terms and conditions (available to download below) for this entry route.
Once approved, three papers of between 2,500 and 3,000 words in length are required to be submitted within a four year period to demonstrate a level of knowledge acceptable to the Society. New topics are issued each year and of the four topic areas a maximum of one question from each topic can be chosen. Topics chosen must be submitted to STEP using the qualified practitioner topic registration form (available to download below).
Candidates are expected to consider and include relevant legislation; case law; revenue practice; current accounting principles; and administration procedures appropriate to the subjects chosen when completing their papers.
Time Scale
A list of topics is issued in July each year. Paper topics should be chosen with a registration form sent to STEP Worldwide by 30 November. Papers must be submitted no later than 30 April of the following year.
The results are released in August of each year and are issued directly from the STEP Worldwide office.
QP Paper Topics
Click here for topics relevant to your jurisdiction for this year. Please be aware that these topics change and are updated each year.
Click here for examples of Examiner's Reports for each year.
Upgrading to Full Membership
After successfully passing all three papers within four years of joining the Society you will then be asked to upgrade to full membership. Please click here for more information on this.
Further Information
Click here to complete a form requesting further information.
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