Join STEP: Get TEP Certified
Assessment by Exam
The STEP Canada Assessment by Exam has been designed to reflect the diverse knowledge set of the trust and estate industry. There are many professions involved in the planning, creation and management of trusts and estates; each one brings its own expertise to a client. That is why the Canadian Diploma has been developed to recognize your knowledge and enhance it.
There are four courses that make up the STEP Assessment by Exam. To view the course descriptions, curriculum, and costs please click on each of the course names.
These courses have been written by senior professionals in the industry to ensure the highest quality of content, and relevance to everyday trust and estate situations. The first course, Law of Trusts, provides the core learning required by every trust and estate practitioner, while the three following courses cover the practical application of this theory to the subject matter at hand. When you complete the Diploma you will have the knowledge required of a specialist in the field.
Upgrading to Full Membership
You will receive the STEP Assessment by Exam once you have completed all requirements of the program. In order to upgrade to full membership and use of the Trust and Estate Practitioner (TEP) designation, you need to have two years’ experience in trusts and/or estates matters, with significant involvement of your work in these areas. If you are still gaining experience to meet the two years’ requirement, you will become an Affiliate Member of STEP in the interim. For a full explanation of these requirements, please see Full Membership under Joining STEP.
Enrolling as a Student Member
To join the STEP Canada Assessment by Exam, you must currently work or aspire to work in the Canadian trust and estate industry. While most of our students already have a professional designation, it is not required to join the Assessment by Exam.
While you are enrolled in the Assessment by Exam, you must also hold Student Membership. There are many benefits to membership in the Society.