The STEP Diploma

Why the STEP Diploma?

Completion of the STEP Diploma enables you to:

  • Expand your technical knowledge
  • Develop your own professional competence
  • Enhance your ability to give advice to clients
  • Become a Full Member of STEP, enabling you to use the TEP designation
  • Gain a globally recognised qualification
Who is it for?

The STEP Diploma is for all practitioners working in the field of trusts and/or estates.

You will need 60 Entry Level credits in order to enrol on this course. These credits can be achieved through prior learning (certificated or experiential) or completion of Entry Level Certificates.

Please see the Qualifications and Membership Framework for further details on how to gain Entry Level and Diploma Level credits via exams or accreditation of prior experience and learning.

How does it work?

Build a STEP Diploma that works for you by choosing from our extensive suite of Advanced Certificates.

Combine four Advanced Certificates to make up your Diploma.

The Advanced Certificates are listed below in three sets. Choose at least one from Set 1 - Private wealth administration and governance, at least one from Set 2 - Tax and compliance, and two from any of the three sets.

Need some help deciding? See our recommended combinations below, or get in touch to discuss the best option for you.

Set 1: Private wealth administration and governance

You must select at least one from this Set.

Companies, Foundations and Partnerships

Trusts

Estates

Set 2: Tax and compliance

You must select at least one from this Set.

International Tax, Anti-Money Laundering and Compliance

Domestic Tax

Set 3: Electives

Up to two may be selected from this Set.

Family Businesses

Cross Border Estate Planning

Contentious Trusts and Estates

Vulnerable Client and Mental Capacity

Recommended combinations

We have a number of existing Diploma combinations that are tailored to certain regions or practice areas, which we would recommend that you explore:

International trust management

Develop and enhance your understanding of how trusts, companies and related structures are created, managed, regulated and operated as asset-holding vehicles for investment and related activities.

Find out more [link]

Trusts and estates in England and Wales

Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.

Find out more [link]

Trusts and estates in Northern Ireland

Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.

Find out more [link]

Trusts and estates in Scotland

Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.

Find out more [link]

Regional Diplomas and Accredited Specialist routes

Practitioners in Canada, Ireland and New Zealand can enrol on the existing regional diplomas available. You can find out more about these below:

We have also accredited some non-STEP courses or qualifications in certain jurisdictions, which can be used as an exemption from the STEP Diploma. Currently these exist in the following regions:

  • Australia
  • Austria
  • Italy
  • South Africa 
  • USA

You can find out more about these courses here

Our Education Partner: CLTI

The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership

Download our brochure
STEP Diploma Brochure
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