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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.

  1. Law of Trusts
  2. Taxation of Trusts & Estates
  3. Wills, Trust & Estate Administration
  4. Trust & Estate Planning

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.

Learn more about the four courses.

Learn more about registering as a student.

Learn more about exemptions.

Learn more about the exams.


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.


STEP Canada Assessment by Exam Fee Change

Please be advised that effective Monday, January 1, 2018, the cost for a Assessment by Exam course will increase to $895 (+ applicable taxes). A fee is payable for each course you enroll in and includes your study material, exam tutorial and your exam sitting.

Should you have any questions about completing your registration, please email


STEP Canada Transitional Provision Policy.

Transfer from Assessment by Exam to Assessment by Essay.
Students who enrolled in the Assessment by Exam prior to October 1, 2016 and request in writing to transfer from the Assessment by Exam to the Assessment by Essay agree to be bound by the conditions set out here.

Please note: The Assessment by Exam Rules and Regulations changed October 1, 2016. Students who registered for the Assessment by Exam before October 1, 2016 will be subject to grandfathered Rules and Regulations. Students who register for the Assessment by Exam after September 30, 2016, will be subject to the current Rules and Regulations, also available in French.

The STEP Canada Assessment by Exam to full membership is intended for candidates who work, or aspire to work, in the trusts and estates industry in Canada. No experience or professional designation is required for candidates to join this route. Upon completing all the program requirements, and fulfilling the work experience criteria, students will be invited to upgrade to full membership and use of the Trust and Estate Practitioner (TEP) designation.

Please click here to download the Assessment by Exam brochure.





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