Employer Partnership Programme

The STEP Employer Partnership Programme (EPP) was established in 2014 when members identified that they wanted the TEP designation to be seen as career essential by their employers.

STEP recognised then that establishing close relationships with STEP employers would enable us to support the professional development of our members and build upon the credibility of the STEP brand by:

  • Providing a comprehensive and structured support programme with access to a wide range of online resources and personal support from the EPP team;
  • Promoting industry wide recognition of the STEP accreditation, thus helping accredited partners to demonstrate their credentials as quality employers;
  • Enabling accredited partners to network and share good practice with like-minded employers.

Achieving STEP EPP accreditation publicises to the wealth planning industry the employer's commitment to their staff and helps provide the best service to clients.

The Programme is offered across three accreditation levels: Employer Partner; Gold Employer Partner; and Platinum Employer Partner.

To find out which level would best suit your company, please consult our standards grid which highlights the requirements for each level.

Become an Employer Partner

Demonstrate your commitment to the learning and development of your staff.

Employer Partner Resources

A dedicated bank of resources including media procedures, EPP logo guidelines and discounts.


Read what our partners have to say about the Employer Partnership Programme.

Employer Case Studies

Learn from the excellent offering of learning and development opportunities and support our partners provide their staff.

Accredited Partners

View our accredited Employer Partners.

Get Involved

If you’d like to know more about how you can get involved with the EPP please contact us on epp@step.org