Click on the diagram to explore how QMF works. For any questions contact pd@step.org
ENTRY LEVEL
60 ENTRY LEVEL CREDITS
ADVANCED CERTIFICATES
Choose qualifications
to build your career
and STEP membership
DIPLOMA LEVEL
Comprises 4 Advanced
Certificates
120 DIPLOMA
LEVEL CREDITS
PRACTICE LEVEL
Relevant Experience
60 PRACTICE LEVEL CREDITS
PRACTICE LEVEL
Professional Standards
Awareness programme
CPD
Maintaining STEP Membership
TEP
240 CREDITS REQUIRED
International
Succession
& Probate
Trust
Disputes
UK Tax for
International
Clients
Will Preparation
(E & W)
Advising Vulnerable
Clients (parts 1 & 2)
Mediation
Family Business
Advising
Working with
Family Offices
Trust & Estate
Accounting (E & W)
Taxation of Trusts
& Estates (E & W)
Administration
of Trusts (E & W)
Administration
of Estates (E & W)
Trust Creation:
Law & Practise (Int)
Trust Administration
(Int)
Company Law &
Practise (Int)
Trustee Investment
& Financial Appraisal
(Int)
Wills and Executries:
Law & Practice (Sco)
Trusts: Law
& Practice (Sco)
Taxation of Trusts
& Estates (Sco)
Trust & Executry
Accounting (sco)