Qualifications

Certificates and Diplomas
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STEP Certificates are designed to be introductions to estate planning and wealth management.

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STEP Advanced Certificates are designed for practitioners who want to enhance their knowledge of a specialist subject, or obtain a Specialist Diploma.

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STEP has a range of standard and specialist diplomas, designed to support practitioners’ careers and employers’ business needs.

CPD Learning Courses & PPGD
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STEP CPD Learning courses are designed on-demand to focus on the various and new developments across all practice areas. All courses are delivered online.

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The STEP Professional Postgraduate Diploma (PPG) is an advanced programme for senior industry practitioners and TEPs.

Join STEP

See how our qualifications can lead to STEP Membership for you.

Qualifications and Membership Framework