Join us


Join the leading international network of experts in family inheritance and succession planning.

  • Our extensive suite of qualifications, from certificates to our diploma programme, provides specialist knowledge and skills to help you develop in your career.

  • STEP members are recognised as experts by employers, governments, regulators, clients and practitioners across the world, enhancing your credibility and status.

  • Full Members can use the TEP designation and STEP logo to give clients and employers confidence that you possess the specialist knowledge and skills required, and adhere to our Code of Professional Conduct

  • Full Members are also eligible to stand for Council and Chair on Regional Committees.

Join step / Select the route that is most appropriate for you

There are several routes to membership, depending on your level of experience and qualifications:

Exam Route
Accumulate 240 credits through completing qualifications and demonstrating relevant experience. As the requisite levels of experience and qualification are reached, you can move up through our membership framework to reach the top level of membership - the TEP.
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Essay Route
If you already have a relevant professional qualification and five years' industry experience you can join STEP by submitting three essays of approximately 5'000 words in length in response to set questions.
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Expertise Route
If you have a relevant professional qualification and a minimum ten years' senior experience working at leadership level in the industry in practice or academia and considered an expert by peers, you can join STEP by the Expertise route.
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Join our local supporter scheme

STEP friends and interested persons may join the voluntary Local Supporter Scheme which is valid in the centres of Verein STEP: Lucerne/Zug, Lugano, Vaduz and Zurich from 1st April until 31st March the following year and entitles the local supporter to:

  • reduced member rates to: local STEP events, training courses / workshops, annual conference
  • free personal use of the local STEP Pinboard
    For more details please get in touch with the STEP Office

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