Upgrading your Membership

We offer several different routes to upgrading your membership

Students upgrading to Affiliate

When a student has accumulated 60 Entry Level credits they are automatically upgraded to Affiliate membership.  

Affiliate members upgrading to Associate

When an Affiliate has obtained 120 Credits (60 Entry Level credits & 60 Diploma Level credits) they can upgrade to STEP Associate membership.  Applicants upgrade by completing the Affiliate to Associate Upgrade Form (PDF 165KB)

Upgrading to Full membership

All candidates must complete the Professional Standards Awareness (PSA) module before submitting their upgrade form.

  • Completion of a Diploma
    To upgrade to Full membership, candidates must have 240 Credits (60 Entry Level credits & 120 Diploma Level Credits & 60 Practice Level Credits).  If you have completed a Diploma but do not yet have the required 60 Practice Level credits, you are eligible to upgrade to Associate membership.

    To find out more about STEP's credit system, view the Qualifications and Membership Framework.

  • Completion of the Qualified Practitioner Route
    Candidates who have completed the Qualified Practitioner Route are eligible to upgrade to Full membership.

  • Joining via experience
    Candidates who joined based on their experience and not through an educational route can upgrade from Associate to Full once they have obtained the required five years' experience.

    Upgrade to Full Membership Form (PDF 142KB)


The membership subscription fee is payable.  If a fee has already been paid for the current membership year the difference between membership categories will be due. Those upgrading to full will also need to pay a one time TEP Registration fee. Find out more about the Membership and Examination Fees.

The process

Each upgrade to full application is approved by the Membership Committee which meets monthly. Successful applicants receive an e-mail confirming their successful admittance to Full membership on the day of the committee meeting.  Full Members will receive their TEP Certificate approximately four weeks after they receive their admission e-mail.

When can I use the designation TEP?

Once a Full Member has received their confirmation e-mail from STEP they can use the designation TEP (Trust and Estate Practitioner).

Find out more about STEP Membership Categories.