Your designation
Full Members have exclusive use of the ‘TEP’ designation and STEP logo to enhance their profile in the industry, and promote their specialist knowledge to both clients and colleagues. Download the logo files and guideline document
Associates can use the term ‘STEP Associate’ on their CV, business cards, stationery and email signature and Affiliates can use the term ‘STEP Affiliate’.
Your member status
Share on your social media that you have been approved as a STEP member or in a new membership category within six months of receiving confirmation of your membership status. Download your newly approved STEP member banner here:
*To download the banners, you will need to right-click on the image once opened to save the image.
Read our guidelines here (PDF 286KB)
Your Directory profile
Promote yourself to fellow members and potential clients via the STEP Directory. 43% of members say they have used the Directory for business referral purposes. Make sure you are making the most of your profile by adding your relevant skills and experience. You can manage your listing in the Member Portal. Students are not listed in the Directory, but will be upon upgrading to a higher level of membership. Find out how and when you can upgrade
Employer Partnership Programme
Your firm can also get recognition by joining our Employer Partnership Programme. Becoming a partner publicises to the wealth planning industry your commitment to your staff and helps to provide the best service to clients.
Connect with us