The STEP Diploma: A flexible new way to learn
From 6 July 2022, STEP has changed the way it delivers its qualifications to give students more choice in how to build a STEP Diploma that meets their career needs and helps support professional development at each career stage. These changes were introduced following feedback from employers, practitioners and regulators. The increased flexibility of the STEP Diploma will provide a portable qualification with true global relevance.
Students can continue to enrol in STEP’s worldwide qualifications through our delivery partner, CLT International (CLTI), but will no longer be locked into specialist routes to complete their Diploma. Additional certificates to increase student choice are under review to be announced at a later date.
What is the STEP Diploma?
The STEP Diploma is the benchmark qualification for those working in the field of trusts and estates. It is designed and delivered by practitioners, for practitioners, and is recognised and respected by employers, regulators and clients across the world. Completing the Diploma allows you to:
- develop your technical knowledge;
- enhance the service you offer to your clients;
- gain a globally recognised qualification; and
- become a Full Member of STEP.
By joining STEP, you will become part of the leading international network of more than 21,000 experts in trust and estate planning. As a Full STEP Member, you will be able to use the designation ‘TEP’ after your name to showcase your expertise in this field and stand out from the competition.
Who is it for?
All practitioners working in the field of trusts and estates will benefit from this qualification – from accountants to lawyers, bankers, trust professionals, wealth managers and others.
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