The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Monday, October 23, 2017
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Education
Is the STEP Canada Diploma 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

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Criteria for the Qualified Practitioner (Essay) Route to Full STEP Membership

  • Designation - Candidates must have at least one of the following current designations and a minimum of three-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 Qualified Practitioner Route, 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.



Summary

Application Process and Timing
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