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MEMBERSHIP HUB

MEMBERSHIP HUB

Searchable Resource Tool (SRT)

Searchable Resource Tool (SRT)

STEP Canada's Searchable Resource Tool provides 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 SRT helps members stay informed, deepen their expertise, and revisit valuable insights anytime.

Complimentary access to the Searchable Resource Tool is included as part of your STEP Canada membership.

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STEP Member Directory

STEP Member Directory

The STEP Member Directory enables STEP members and the public to easily connect with more than 22,000 trust and estate professionals worldwide. This exclusive tool supports networking, collaboration, and global referrals.

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Professional Development Requirements

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.

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Code of Conduct

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. These resources guide members in upholding STEP’s values and delivering excellence in service to clients and the broader community.

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