About STEP

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving.

Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Visit the STEP website to find out more.


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About our qualifications

STEP’s qualifications are widely recognised as the benchmark for the private client and wealth planning industry and are taken by accountants, lawyers, trustees, bankers and others to demonstrate their specialist knowledge and expertise.

Our qualifications are designed and delivered by practitioners, for practitioners, and are recognised and respected by employers, regulators and clients across the world. 

Our courses can either be taken as stand-alone qualifications, to further develop your knowledge in specialist areas, or as part of our Exam Route to Full Membership of STEP.

About CLTI 

CLTI is a professional training, education and qualifications provider for the financial services industry, and STEP’s primary training partner. Over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership.



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