Join the leading international network of experts in trust and estate planning!

Membership of STEP demonstrates commitment to high professional standards and continued professional development, inspiring the confidence, respect and trust of employers, clients and of the wider community.

How to join

Whatever your training or experience, we have a membership category that’s right for you

Full Member (TEP)

Full Members represent the most senior practitioners in the industry who have a minimum of ten years’ senior level experience as well as a relevant professional qualification or who have completed our STEP Diploma or Essay Route.

Associate Member

Associate Members have a good level of knowledge and experience, but don’t yet meet the criteria for Full Membership. Associate Members will be either working towards completing the Exam or Essay Route or gaining practical experience through their work.

Affiliate Member

Affiliate Members have undertaken previous certificated learning or have prior working experience but don’t yet meet the criteria for Full or Associate Membership.


Students are just starting out in the industry and don’t yet have enough prior knowledge and experience to become an Affiliate, but wish to study with STEP.

Why join STEP

Grow with quality education and resources

  • Our extensive suite of qualifications, from certificates to our diploma programme, provides specialist knowledge and skills to help you develop in your career.
  • Technical resources, from the STEP Journal and quarterly TQR, to briefing notes, research reports and regular news updates, keep you up-to-date with the latest industry developments.
  • Seminars, conferences, and web events on a local, national and international level provide technical updates from leading experts to keep you at the top of your game.

Grow with professional recognition

  • STEP members are recognised as experts by employers, governments, regulators, clients and practitioners across the world, enhancing your credibility and status.
  • Full Members can use the TEP designation and STEP logo to give clients and employers confidence that you possess the specialist knowledge and skills required, and adhere to our Code of Professional Conduct
  • Opportunities to get involved, from writing for our publications and speaking at events, to contributing to technical and policy debate, enable you to raise your professional profile.

Grow with international connections

  • Our online member directory ensures you are visible to both potential clients and other professionals who may require your services.
  • International events and online communities bring together practitioners from different fields and different jurisdictions, providing business development opportunities that can add real value to you, your business and your clients.
  • Special Interest Groups provide you with the opportunity to exchange knowledge with people who work in your specialist area, all around the world.

The Qualifications and Membership Framework (QMF) is STEP’s system for assigning credit to qualifications. Your accumulated credits will determine your membership category when you join via the exam route.

Talk to us

Have a question about joining STEP? Contact us today