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STEP MEMBERSHIP

STEP Canada offers several ways to engage, depending on your goals and level of experience.

Membership is structured to align with each professional’s goals, experience, and educational background.

The TEP (Trust and Estate Practitioner) designation is a globally recognized credential that is awarded only to those who meet strict education, experience, and professional standards.

Full Members use the TEP designation to demonstrate their commitment to excellence and leadership in the field.

For everything you need to know about STEP membership—including a complete list of benefits—please visit our FAQ page below.

Subscribing to STEP Canada provides free access to general communications and updates, ideal for those interested in staying informed about the organization.

Non-members who subscribe will receive email updates about upcoming STEP Canada events.

What Can a STEP Membership Do for You and Your Career?

ACCOUNTANTS

Enhance your knowledge base to meet complex planning needs.
Master the intersection of trust and estate law with Canadian tax practices.
Earn valuable CPD (Continuing Professional Development) hours.
Expand your technical knowledge in estate planning.
Tax advisors can complement their professional designation with a TEP.

The number of CPAs earning the TEP designation has grown by 25% in the past three years.

FINANCIAL PLANNERS

Build confidence to manage high-net-worth clients with complex needs.
Gain a competitive edge in your profession.
Earn valuable CPD (Continuing Professional Development) hours.
Expand your technical knowledge in estate planning.

The number of CFPs earning the TEP designation has increased by 20% in the past three years.

LAWYERS

Expand your practice with specialized knowledge in trust and estates.
Master key concepts in taxation and estate planning to integrate into multi-disciplinary teams.
Offer holistic solutions for clients with complex planning requirements.
Expand your technical knowledge in estate planning.
Tax advisors can complement their professional designation with a TEP.

TRUST OFFICERS

Launch or advance your career as a trust and estates professional.
Acquire essential knowledge in law, tax, and planning.

The TEP Program is highly recommended by financial institution-owned trust companies for trust and estates education.

INSURANCE SPECIALIST

Strengthen the connections between insurance and estate planning strategies.
Gain insight into protecting beneficiaries from capital gains on family assets.
Support clients with charitable giving solutions.
Safeguard partners of a family business.

WEALTH MANAGERS & ADVISORS

Strengthen your clients’ financial strategies with advanced trust and estate planning tools.
Stay up to date on tax changes that influence financial planning.
Access specialized education and global advisory resources.
Connect with top professionals across related industries.

Advance Your Career in Trusts and Estates

A STEP membership offers professionals from a wide range of careers the opportunity to broaden their knowledge base across the trust and estate landscape. Members gain access to ongoing, high-quality education, empowering them to deliver greater value to clients. Whether you’re looking to enhance your professional development, expand your network, or gain a competitive edge, STEP Canada provides the tools and networking opportunities to support your success.