Join Us

STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning. By joining STEP, practitioners and employers benefit from quality education and resources, professional recognition, and international connections. There are three routes to membership, depending on a practitioner's level of experience and qualifications.

How to Join

Membership is based on your level of professional experience and qualifications.

There are three joining options - Exam, Essay and Expertise

Why Join STEP?

Access to quality education & resources, professional recognition, and international connections.

See why you should join STEP

Upgrading your Membership

Showcase your expertise when you upgrade your membership

Membership Categories

View membership categories and eligibility criteria to plan your entry route

Special Interest Groups

Members and non-members can join STEP's Special Interest Groups