Technical Resources, Tools and Guides
STEP Canada’s Technical Resources, Tools, and Guides provide members exclusive access to a robust library of professional content. This easy-to-use platform includes presentation decks, formal papers, insightful articles, and additional resources sourced from Branch & Chapter events, National Conferences, webcasts, and issues of the STEP Inside newsletter. The interactive tools and guides help members stay informed, deepen their knowledge base, and revisit valuable insights at anytime.
Complimentary access to Technical Resources, Tools, and Guides is included as part of your STEP Canada membership.
EXPLORE
Global Member Search
The Global Member Search enables STEP members to easily connect with more than 22,000 trust and estate professionals worldwide. This exclusive tool supports networking, collaboration, and global referrals.
ACCESS
Professional Development Requirements
Continuing Professional Development (CPD) enables STEP members to maintain and enhance essential knowledge and skills to serve clients effectively. Through ongoing learning, members stay current with laws and best practices, thereby reinforcing their professionalism. CPD is central to the TEP designation, reflecting our commitment to excellence and integrity. By participating in CPD, members show their dedication to personal growth and advancing the profession for families and communities.
For more information and how to meet your requirements, please visit the Continuing Professional Development page.
EXPLORE
Code of Conduct
STEP members uphold the highest standards of integrity, transparency, and professionalism in the trust and estate profession. As part of a global community, all STEP Canada members adhere to the Code of Professional Conduct, which outlines the ethical principles and behaviours expected of members in serving clients, colleagues, and the public. The Code reinforces STEP’s commitment to trust, competence, and continuous improvement across jurisdictions.
Members can review documents to understand and apply these standards in their daily practice.
ACCESS
