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Anniversary Interview
A relevant professional qualification such as being a Full STEP Member or TEP instantly became important to employees wishing to progress their careers and to employers, says Rosemary Marr TEP.
The impact of Gen Z on Business Families
What makes Gen Z unique and how this increased awareness can help advisors work better with families?
Hosted by STEP Business Families SIG - Tuesday 26 October 2021 - 15:00 - 16:00 (GMT +1)
LATAM Conference
This in-person conference will take place on 14-15 October 2021 at the Riviera Maya in Mexico.
Join STEP
Whatever your training or experience, we have a membership category that’s right for you.
Setting Standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
Read the latest STEP Journal
In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.
New Guide to Responsible Stewardship of Wealth
Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.
Industry News
COVID-19
STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.
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