The STEP Diploma: a flexible way to learn

The benchmark qualification for trusts and estates: recognised globally, tailored for you

More choice for students

Students can now choose from a range of options to build a STEP Diploma that meets their career needs and helps support their professional development, whatever their career stage or specialism. 

This enhanced flexibility was introduced in 2022 following feedback from employers, practitioners and regulators in order to provide a portable qualification with true global relevance. 


Why take the STEP Diploma?

Completion of the STEP Diploma enables you to:

  • Expand your technical knowledge.

  • Develop your own professional competence.

  • Enhance your ability to give advice to clients.

  • Become a Full Member of STEP, enabling you to use the TEP designation.

  • Gain a globally recognised qualification.

Who is it for?

All practitioners working in the field of trusts and/or estates will benefit from this qualification – from accountants, to lawyers, bankers, trust professionals, wealth managers and others. The modular approach allows you to build your own STEP Diploma, selecting the content most relevant to you and your specialist area.

Find out more about the STEP Diploma here


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