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.

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