Accredited Courses

You can apply for Affiliate membership of STEP through your existing professional or academic qualifications and your work experience, and then progress through STEP’s membership categories by completing qualifications and gaining the required number of credits through accredited partner course modules. You need 60 Diploma Level credits to become an Associate and 120 Diploma Level credits to become a Full STEP Member (TEP).

Apply to join STEP via our Education Partner Routes:

Pick a country below for more information:


A number of universities and other organisations offer modules which can be used towards STEP membership. These include:

  • The College of Law

Please also see details of our Specialist Accreditation Scheme.

More information


The course entitled Family Business and Estate Planning (LLM), delivered by the University of Vienna can be used towards full STEP membership once the assessments have been completed successfully. For more information please click here.


Qualifications are offered by our Accredited Education Partner, the Università Cattolica del Sacro Cuore.

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Qualifications are offered by our Accredited Education Partner, the International University of Monaco.

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South Africa

The Advanced Diploma in Estate and Trust Administration at the University of the Free State provides the following courses which have been recognised as meeting the STEP requirements for full membership and award of TEP.


STEP Worldwide currently recognises the following education/credentials as a route to gaining Full membership:

  • Masters of Law ( LL.M) – Tax;
  • Certified Financial Planner (CFP®);
  • Accredited Estate Planner (AEP®);
  • Estate Planning Law Specialist (EPLS), and
  • Certified Trust and Fiduciary Advisor (CTFA).

More information