STEP Diploma for Canada

This Diploma provides a complete education, covering all facets of trusts and estates practice that a practitioner in the field might be exposed to

What does this qualification cover and how is it delivered?

What does this qualification cover?

The STEP Diploma for Canada has been designed to reflect the diverse knowledge set of the trust and estate industry. There are many professions involved in the planning, creation and management of trusts and estates; each one brings its own expertise to a client. That is why the Diploma has been developed to recognize your knowledge and enhance it.

The four courses that make up the STEP Diploma are:

  • Law of Trusts
  • Taxation of Trusts and Estates
  • Wills, Trusts and Estate Administration
  • Trust and Estate Planning.

How is it delivered?

Examinations will be open-book and three hours in length. They may consist of a combination of multiple choice, true/false, short answer and case study questions as STEP may decide. Examinations are graded separately and, for the Diploma to be awarded, a passing mark of 60% must be achieved in each examination. Please note that for the fourth course – Trust and Estate Planning – the evaluation is based on two written assignments worth 20% each and a final exam worth 60% of the grade. The Guidelines and format for submission of the written assignments are found on the Student Resources section of the website.

What are the benefits to me and my employer?

How will this course benefit me?

The Diploma program is intended to ensure a standard base of knowledge and skillset in trusts, wills and estates. This diploma is intended for candidates who work or aspire to work in the trusts and estates industry in Canada.

Consisting of four self-study courses and proctored exams, the program is designed to provide students with invaluable and in-depth academic and practical knowledge that covers all significant aspects of trust and estate planning.

Obtaining a STEP Diploma will both demonstrate your commitment to your professional development and add significant value to your professional practice.  On verification of relevant industry experience, graduates will be awarded the internationally recognized trust and estate practitioner (TEP) designation.

Who would find this qualification useful and what are the entry requirements?

Who would it be useful for?

The course is aimed at all those involved, at all levels, in one or more of the wide ranging areas relating to trusts including members of the accountancy, banking, financial, legal and trust professions, charity specialists and those employed by corporate trustees.

The STEP Diploma program is the best choice for practitioners who want to establish themselves as specialists in the trust and estate industry. Our student community includes professionals from accounting, law, financial planning, banking, insurance, and academia.

What are the entry requirements?

In order to enrol in a Diploma course you must be registered as a student member of STEP. The student member registration form will also allow you to register for Diploma courses. Students can register by visiting the STEP Canada registration page

Further course details

How long will it take to complete?

Students have four years of STEP student membership to complete all four papers of the Diploma.

Study guidelines recommend four to six hours per week over a four to six month period. The STEP Diploma for Canada can be completed in a minimum of two years or a maximum of four years.

How much will it cost?

Each paper costs CAD850 plus applicable tax, including all course materials and exam.

Where is it available?

Exams will be administered everywhere a STEP Canada branch is located: Calgary, Edmonton, Halifax, Ottawa, Montreal, Toronto, Winnipeg and Vancouver. If you have special needs with respect to the location or facilities for an exam, please contact STEP Canada

What are the course dates?

Exams are held twice a year for all students currently enrolled in any of the four courses. The upcoming exam dates are available on the STEP Canada timetable page

Registration for the courses is on-going throughout the year.

How do I apply?

Applications can be made by post to 
Education
STEP Canada
1 Richmond Street West
Suite 700
Toronto, Ontario  
M5H 3W4
Canada

By fax - (416) 491-9499

By Email - education@step.ca

 Complete the enrolment form

Help and advice

For further information, please contact STEP Canada by telephone on +1 416-491-4949 x 229 or email education@step.ca

CPD Policy

Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

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CLT International

Our training partner CLT International provides a range of courses for those working in the UK trust and estates industry.

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Join STEP

We offer a range of member categories to suit your professional requirements, qualifications and experience.

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