Qualifications

STEP qualifications are widely recognised by employers worldwide as evidence of specialist knowledge and skills, enhancing your employability and career progression.

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Certificates and Diploma
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Providing an introduction to estate planning and wealth management

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Advanced Certificates enhance your knowledge of a specialist subject, or work towards a STEP Diploma

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The benchmark qualification for trusts and/or estates that leads to Full Membership of STEP

CPD Learning Courses and PPGD
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On-demand courses that focus on various new developments across all practice areas

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An advanced programme for senior industry practitioners and TEPs

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See how our qualifications can lead to STEP Membership for you.

Qualifications and Membership Framework

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