How to Join

Thinking of becoming a TEP, or want to know more about how to grow your trust and estate knowledge and expertise? This page will outline everything you need to know about how to get started.

Expertise Route

This route to membership is reserved for the most senior trust and estate practitioners.

Essay Route

The Essay Program is an educational pathway to full STEP membership (TEP) and is available to a select group of practitioners that hold a recognized professional designation and have 5 years of continuous post-designation/qualification experience in trusts and estates.

Exam Route

Designed to reflect the diverse knowledge set of the trust and estate industry.