Join STEP

In the new climate of regulation, STEP membership may prove to be ever more important and sought after by clients. Increasingly, many jurisdictions require or encourage STEP membership.

Whether you are a student member, affiliate, associate or full member of STEP you will benefit greatly from access to knowledge that will enable you to identify and manage risk inherent in private client work more effectively. Branch meetings, seminars and conferences allow you to network with practitioners from different backgrounds – allowing those from the legal profession to discuss issues with financial experts, determining where coordination and cooperation would be beneficial to you.

To become a full STEP member within this jurisdiction you can apply through our Diploma Route or Qualified Practitioner Route. Our certificates lead to affiliate membership of STEP.

STEP Certificate in International Trust Management

Suitable for those with no experience or qualifications. More…

STEP Diploma in International Trust Management

A recognised professional qualification suitable for those with minimum experience and/or no qualifications. More…

Qualified Practitioner Route

A route to Full STEP membership for trust and estate practitioners who have established themselves in the field. Applicants join initially as a student member. More…

STEP Certificate Series

STEP Certificates all provide a route to study the STEP Diploma or become an affiliate of STEP. Applicants join initially as a student member. More…