STEP Certificates are designed to be introductions to estate planning and wealth management. If you would like to go beyond the introductory level and become a STEP Affiliate, please see the Qualifications and Membership Framework.

All STEP courses are open for enrolment with delivery adjusted to ensure continuity of access to learning during the COVID 19 crisis. For courses not previously delivered online, teaching will be delivered through online classrooms and examinations via online assessment. Find out more about our virtual classrooms here. For further information, please see advice on our primary education partner, CLT International’s, website

The following Certificates are accredited as 30 credits at Entry Level and can be used as a standalone qualification, entry to Advanced Certificate and Diploma courses and a route to STEP membership.

Available Worldwide and with an International Focus


United Kingdom