Completion of the STEP Diploma enables you to:
*Subject to meeting STEP’s Full Membership requirements – see details under Diploma and STEP membership below.
The STEP Diploma is for all practitioners working in the field of trusts and/or estates.
You will need 60 Entry Level credits in order to enrol on this course. These credits can be achieved through prior learning (certificated or experiential) or completion of Entry Level Certificates.
Please see the Qualifications and Membership Framework for further details on how to gain Entry Level and Diploma Level credits via exams or accreditation of prior experience and learning.
Build a STEP Diploma that works for you by choosing from our extensive suite of Advanced Certificates.
Combine four Advanced Certificates to make up your Diploma.
The Advanced Certificates are listed below in three sets. Choose at least one from Set 1 - Private wealth administration and governance, at least one from Set 2 - Tax and compliance, and two from any of the three sets.
Need some help deciding? See our recommended combinations below, or get in touch to discuss the best option for you.
You must select at least one from this Set.
Companies, Foundations and Partnerships
Trusts
Estates
You must select at least one from this Set.
International Tax, Anti-Money Laundering and Compliance
Domestic Tax
Up to two may be selected from this Set.
Family Businesses
Cross Border Estate Planning
Contentious Trusts and Estates
Vulnerable Client and Mental Capacity
We have a number of existing Diploma combinations that are tailored to certain regions or practice areas, which we would recommend that you explore:
Develop and enhance your understanding of how trusts, companies and related structures are created, managed, regulated and operated as asset-holding vehicles for investment and related activities.
Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.
Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.
Improve your technical knowledge of the issues arising in trust and estate practice, enhancing your ability to give holistic advice to your clients as a trusted advisor.
Practitioners in Canada, Ireland and New Zealand can enrol on the existing regional diplomas available. You can find out more about these below:
We have also accredited some non-STEP courses or qualifications in certain jurisdictions, which can be used as an exemption from the STEP Diploma. Currently these exist in the following regions:
Upon completion of the STEP Diploma, in order to upgrade to Full (TEP) Membership, you will also need a minimum of two years’ current professional experience at mid to senior level, including significant involvement at a specialist level with one or more of the following: planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes.
You can find more details about qualifications and membership on STEP’s Qualifications and Membership Framework page.
The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership
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