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


Criteria for the Assessment by Essay to Full STEP Membership

  • Designation - Candidates must have at least one of the following current designations and a minimum of five-years, current, post-designation, practical experience in trusts and/or estate planning:
    • Lawyer (member of provincial bar)
    • Notary (Quebec)
    • MTI (Member, Trust Institute)
    • Fellow of the Canadian Securities Institute (FCSI)
    • One of the professional accounting designations: (CPA, CA, CGA, CMA)
    • An insurance designation (ChFC, CLU)
    • A financial planning designation (CFP, PFP, RFP, Pl. Fin. from the IQPF)
  • Experience - When accepted for the Assessment by Essay, you join STEP Canada as a Student Member. Upon satisfying the assessment criteria, you can apply for admission as a Full Member of the Society. To upgrade to Full Membership after successful completion of your essays, at least 50% of the work in your current practice should be dedicated to the area of trusts and/or estate planning at a specialist or advanced technical level. For a full explanation of the requirement, see Joining STEP - Full Membership.


Application Process and Timing
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