Why hire a TEP?

What Trust and Estate Practitioners (TEPs) have to offer employers

Why employ a TEP?

Full Members of STEP are entitled to use the designation TEP, giving your clients confidence and peace of mind that the practitioner has reached the exacting standards required.

Client Confidence

Members of STEP include the most experienced and senior practitioners in the field of trusts and estates.

Skills and Knowledge

STEP membership is limited to candidates who have either completed a STEP qualification or proved their knowledge and experience. All STEP members must comply with STEP’s CPD Policy, ensuring they are constantly updating their skills and knowledge.

Acquisition and access to STEP knowledge enables practitioners to identify and manage risk inherent in private client work more effectively.


STEP offers networking opportunities with practitioners from different backgrounds – allowing those from the legal profession to discuss issues with financial experts, determining where coordination and cooperation would be beneficial.

Why train as a TEP?

With the huge increases in personal wealth that we have witnessed over the last decade or so, estate planning is becoming far more relevant.

The Trusts and Estates Industry

As families and businesses expand across countries and continents there will always be international job opportunities.

TEP Status

Becoming a Full Member of STEP entitles you to use the TEP designation. The letters TEP add a degree of recognition for both potential employers and clients – they see that you have a real understanding of the issues you’re dealing with and that you take a proactive approach to keeping abreast of all the latest developments.

Completing a STEP qualification shows a knowledge and understanding of trusts and estates that will be converted into practical, applied competence.

I joined STEP because I was interested in pursuing a career in trusts and knew the diploma would be the best qualification I could obtain to achieve that

Niall Callanan, Qualified Accountant and Trust Officer, Close Summit Trust Company SA

TEP case studies

Read our Member Case Studies for an insight into the industry and how STEP Members have progressed in their career.

Why train with STEP and CLT International?

The STEP Qualifications are offered in partnership with CLT international and provide academic and professional qualifications recognised by the industry.

Benefits of STEP Qualifications

  • We use expert tutors who have excellent theoretical knowledge as well as real business experience.
  • Concepts are linked to real world business scenarios.
  • STEP students learn while they earn, without having to sacrifice their working life.
  • Various Diploma course programmes are delivered in association with Manchester Business School
  • Exemptions are available depending on level of prior experience, and learning.
  • The Qualified Practitioner route is highly focused on practice area.
  • A mentoring service is offered to STEP students.
  • Advanced Certificates offer recognition in specialist skilled areas.

Find out more about STEP Qualifications

View the full range of Certificates and Diplomas

Highlighting Student Excellence

Awards ceremonies are held throughout the STEP world to highlight the success of our students and reward those individuals who achieved outstanding results.

A list of STEP graduates is published in the STEP Journal and the STEP Directory and Yearbook every year. 

STEP Employer Partnership Programme

STEP has launched its Employer Partnership Programme, designed to help any employer of STEP students and members to plan and deliver the best possible learning experience. Find out more about the scheme.