Regional STEP Diplomas

Completing a Diploma allows you to become a Full Member, providing you have a minimum of two years’ experience. Each Diploma consists of four Advanced Certificates at 30 credits each

Specialist Diplomas

Specialist Diplomas are available for England & Wales and Scotland. For more details please see the possible combinations of papers in our interactive diagram.

STEP Australia - Accredited Education Partners

You can progress from STEP Affiliate, through to STEP Technician and finally Full STEP Member via qualifications provided by our Accredited Education Partners in Australia

STEP Diploma in Trusts and Estates - England and Wales

If you need to develop or prove your a practical understanding of the law and procedures involved in trust and estate administration, tax and accounting in England & Wales

STEP Diploma in Trusts and Estates - Scotland

This is for all practitioners that have clients with assets in Scotland. Workshops and exams are held in Edinburgh and Glasgow. Read more

STEP Diploma in Trusts and Estates - Northern Ireland

This Diploma, the industry standard, develops a practical understanding of the law and procedures involved in trust and estate administration, tax and accounting in Northern Ireland. Read more

STEP Diploma in Trust and Estate Planning - Ireland

This Diploma covers the creation of wills, the operation of trusts, the associated tax implications and overall estate planning for clients. Read more

STEP Diploma for Canada

This Diploma provides a complete education, covering all facets of trusts and estates practice that a practitioner in the field might be exposed to in Canada. Read more

STEP Diploma for Trusts and Estates - New Zealand

For those working in New Zealand and wanting to differentiate their service through an accredited trust and estate specialism. Read more