Join us - how to become a TEP

STEP offers different type of membership:



How to become a TEP

Full membership of the Society can be obtained via Exam Route, Essay Route or Expertise Route.

Exam Route

You will need 240 credits, 4 Diploma Exams, 2 years experience and the PSA module to become a TEP (STEP Full Member).

Do you have no experience or qualification you may start with the STEP Certificate in International Trust Management course.

If you have 1 year experience and/or a non-STEP qualification you may start directly with the Diploma in International Trust Management courses.

The Diploma comprises four Advanced Certificates:

- Trust Creation: Law and Practice
- Company Law and Practice
- Trust Administration and Accounts
- Trustee Investment and Financial Appraisal

All exam courses are organized by CLT International in UK. Full details of the courses and a syllabus can be downloaded here

Essay Route

A route for trust and estate practitioners who have established themselves in the field. You will need relevant qualification, write 3 essays, 5 years industry experience and the PSA module to become a TEP (STEP Full Member). Applicants join initially as an Affiliate Member. More details

Expertise Route

Expertise option will be reserved for only the most experienced practitioners with 10+ years’ experience who are considered an expert by their peers. More details


If you need further assistance please contact the STEP Office

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