Obtain Your TEP Designation

Thinking of Becoming a TEP?

STEP Canada proudly administers the Trust and Estate Practitioner (TEP) designation, which recognizes top professionals in the field of trusts and estates. The TEP designation distinguishes leading practitioners from their peers, providing a competitive edge and trusted insight needed to guide clients through the significant transfer of intergenerational wealth.

Why TEP Professionals Stand Out

TEP professionals are recognized as leading experts because they:

Are globally recognized for their excellence in trust and estates.
Understand the complex and evolving needs of high-net-worth individuals and business owners.
Embrace the growing importance of multi-advisor planning.
Continuously enhance their knowledge base through STEP’s ongoing learning opportunities.
Leverage a global network of advisors and professionals to deliver unparalleled service.
Facilitate collaboration and consistently deliver superior service to clients.
Adhere to STEP’s Code of Professional Conduct, fostering trust and confidence at all levels of client engagement.

Diploma in Trusts and Estates

The STEP Canada Diploma in Trusts and Estates

The STEP Canada Diploma in Trusts and Estates is a recognized pathway to building deep, practical knowledge in the trust and estate profession. Designed for professionals who want to distinguish themselves in the field, the program delivers specialized, applicable knowledge through four self-paced courses and an optional live virtual case study series.

Delivered entirely online with optional interactive sessions, the program offers flexibility to suit your schedule. It can be completed in as little as 1.5 years with eligible exemptions or, realistically, within two years for most learners. Exams are held twice annually, allowing you to study at your own pace.

Course Outline

Course 1: Law of Trusts
Course 2: Taxation of Trusts and Estates
Course 3: Wills, Trusts and Estate Administration
Course 4: Trust and Estate Planning

Diploma program graduates who meet the experience requirement are eligible to apply for the TEP designation and full STEP membership.

Questions

Schedule a meeting with our Education team through our Calendar or education@step.ca.

Getting Started

1. Create and Activate Your STEP Canada Account
Begin your journey by creating a new STEP Canada account. After registering, you'll receive an activation email—don't forget to check your junk or spam folder.

2. Enroll Through the MY STEP Portal
Once your account is activated, log in to your MY STEP portal. Under the Education menu, select Diploma Route Registration to register. We'll process your enrollment within two business days, and you'll receive an email with everything you need to access your course.

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