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


Student Registration and Fees

Student Registration

You must be a student member of the Society to enroll in the STEP Canada Assessment by Exam.

The student registration form includes student membership, course and exam registration and should be used by both prospective and current students.

For the student registration form, please click here. If you have any questions about completing the form or while your application is being processed, please contact STEP Canada Education.

  • Student Membership
  • The Student Membership fee for the year (April 1 - March 31) is $200 (plus applicable tax). Please submit the fee with your application. It will be refunded if for any reason your application is denied. Additional fees are payable for the Diploma courses.

  • Course Registration
  • A fee of $895 (plus applicable tax) is payable for each course you enroll in. This fee includes your study material and your exam sitting.

  • Exemptions
  • A fee of $150 (plus applicable tax) is payable for each exemption request submitted. Please see the exemption criteria here.

  • Extensions
  • An extension of one year may be granted, on a case-by-case basis, to individuals who require more time to complete their exams, up to a maximum of two additional years past year four. Extensions are valid for a one-year period and a new form must be submitted for consideration for each extension year being requested. Should your extension request be granted, the fee is $200 (plus applicable tax) per year.

Please note that all new applications, membership dues and fees are subject to the tax respective to the province in which the applicant resides. For further information, please contact Member Services at 416-491-4949 x 221 or

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