The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Wednesday, April 24, 2019
Is the STEP Canada Assessment by Exam for you?

Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning


FAQ's - Membership

Q: What are the benefits of becoming a member?
A: The prestige associated with the internationally recognized Trust and Estate Practitioner, TEP, designation demonstrates to clients and employers that you have an advanced understanding of the trust and estates field and that you take a proactive approach to being at the forefront of the latest developments in the industry.

Here are some of the other most significant benefits of membership:
  • Access to STEP programs, events and continuing professional development
  • Exclusive member discounts for local STEP branch programs, Job Board (Practitioner Opportunities) and the annual national conference, held every June
  • Networking opportunities
  • Access to the "members only" section of the website
  • STEP publications (including STEP Inside, electronic monthly STEP Insider, STEP UK Journal & Trust Quarterly Review, as well as the annual STEP Worldwide Directory/Yearbook
  • Personalized listing in the STEP Worldwide Directory/Yearbook
  • Advocacy and representation
  • TEP Brochures for Clients(Why Make a Trust? Why Make a Will? Why Make a Lasting Power of Attorney?)

To learn more about the benefits to membership visit the Membership Benefits section of the website or download the Membership Benefits brochure
Q: How do I join?
A: There are three routes leading to full membership in STEP Canada, one for experienced practitioners and two education routes:

Assessment by Expertise - applicable to well-seasoned individuals who hold a recognized professional qualification; who have a minimum of ten years of specialists experience in trusts and/or estates related matters; and, who can provide four referees to vouch for their advanced level of knowledge and experience.

Assessment by Essayroute - open to persons who hold a recognized professional qualification and who have a minimum of three years current post qualification practical experience in trusts and/or estates related matters.

STEP Canada Assessment by Exam - intended for candidates who work, or aspire to work, in the trusts and estates industry in Canada. No experience or professional qualification is required for student membership, however students with prior trust and estate experience tend to be the most successful.

To learn more about joining STEP Canada click here
Q: Where can I find the membership enrolment applications?
A: STEP Canada Assessment by Exam: Click here for the application form

Assessment by Essayroute: Click here for the application form

Assessment by Expertise: To proceed under this route please forward a recent CV and any additional supporting documents you wish to have considered as part of your application to:

For more details on the Assessment by Expertise click here
Q: What is required to maintain the TEP designation?
A: CPD is a requirement of maintaining STEP membership and the TEP designation. Refreshing an awareness of ethical practice, in line with the Code of Professional Conduct, is also essential.
Each year 5% of STEP members are randomly selected for an annual CPD audit. STEP Worldwide has produced an informative video for members, outlining the guidelines of the new CPD policy. We encourage members to set aside a few minutes to review the video linked below. For further questions, please contact

All resources mentioned in the video can be found on the STEP Worldwide website in the CPD centre. You will need your STEP Worldwide username and password to access the materials. For login assistance, please contact
Q: What is the difference between a affiliate, a technician, and a full member of STEP?
A: Affiliates and technicians are enrolled in either the STEP Canada Assessment by Exam or the Assessment by Essay. Upon completion of either program and acquiring two years of experience with at least 50% of their practice involving trusts and estates, they are eligible to apply for upgrade to full membership.

Affiliates and technicians receives all member benefits other than the right to use the designation Trust and Estate Practitioner (TEP), which is granted upon being upgraded to full membership. Affiliate and technician names and firms are listed in the STEP Worldwide Yearbook/Directory in the Student Members section.
Q: Where can I find out more about affiliate and technician membership?
A: The website contains complete information on all routes available. To learn more, click here. You can also visit our FAQ's Education section for specific questions.
Q: Where can I see a full listing of local branch events?
A: For a full listing of current branch programs, visit the Programs and Seminars page. Select the branch closest to your location to see a complete listing of upcoming events.
Q: Can I attend branch events if I'm not a member?
A: While one of the benefits of membership is preferential pricing for all branch and national events, everyone is welcome. Please consult the Programs and Seminars page for information on registration and price for members and non-members.
Q: How do I register for access to the STEP Canada website?
A: STEP members are emailed their user ID for the site when their application is approved. Once the user ID is received, members can register their account by clicking here.

If you are not a member of STEP, you can create your own user ID and password by clicking here.
As a registered non-member you are:
  • welcome to use the public site
  • able to register online to any event
  • added to STEP Canada's mailing list
Please note that registering for a STEP Canada account does not constitute membership.
Q: How can I update my contact information?
A: You may either:
  • Login to your STEP Canada account here and select the "View/Update Profile" option along the top of the page. Click the "Update Profile" button
  • Send an email to
  • Call member services 1-877-991-4949 ext. 221
Q: What should I do if I forget my login information?
A: Send an email to or call member services at 1-877-991-4949 ext. 221 and we'll be happy to assist you.
Q: Currently, what are the STEP Canada annual dues?
A: Full membership - $475.00*
Affiliate and Technician - $200.00*

*Additional applicable provincial tax(es) are charged.
Q: Currently, what are the STEP Canada fees for education programs?
A: Assessment by Exam
  • Assessment by Exam course fee (each) = $895.00*
  • Each exemption (if applicable) (a maximum of 2) = $150.00*

Qualified Practitioner
  • QP Essay submission fee (each) = $375.00*

  • CETA1 fee = $795*
  • CETA2 fee = $595*
  • CETA3 fee = $595*
  • CETA4 fee = $595*

*Additional applicable provincial tax(es) are charged.
Q: What payment options are available?
A: We currently accept Visa, MasterCard, Amex or cheque/money order.
Q: What happens if I don't pay?
A: As a full member you will lose the use of the TEP designation and member pricing and benefits.

As an affiliate or technician you will not be permitted to write your exam or receive a mark on your essay and will lose member pricing and benefits. Repeated issues with payment may cause permanent cancellation of affiliate or technician membership and prevent you from gaining TEP status.
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