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


French Education Programs Francais

STEP Canada is excited to announce that the Assessment by Exam and CETA education programs will soon be rolling out in French. The materials will be written with a new focus on civil law specifically for students in Quebec and other students for whom civil law is most pertinent. These French-language courses promise to round out our offerings, ensuring that STEP’s education programs are relevant to all our students.

First courses will be offered this fall for both Assessment by Exam 1: Law of Trusts and CETA 1: Foundations of Estate and Trust Administration. Subsequent courses will be rolled out over the following two years.

Register today, contact

Discover a world of benefits with STEP Canada

The STEP Canada Assessment by Exam
  • the best choice for practitioners who want to establish themselves as specialists in the trust and estate industry. Those with experience in the industry are generally the most successful. The program consists of four self-study courses and proctored exams.

The CETA Program
  • career development for trust officers, estate and trust administrators, law clerks, junior associates, paralegals, wealth management sales representatives, retail bankers, junior trust officers and administrative assistants in the field of trusts and estates.
  • consists of three on-line courses and a final examination

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