The STEP Diploma is a globally recognised qualification for professionals working in the field of trusts and estates. Respected by employers, regulators and clients across the world, it provides in-depth industry knowledge, enhances professional competence, and enables practitioners to offer informed advice to clients.
As global wealth transfer is expected to exceed $68 trillion over the next two decades, demand for skilled estate practitioners is poised to rise. Additionally, regulatory frameworks around tax compliance and anti money laundering (AML) are tightening, requiring professionals with specialised knowledge, who understand complex AML regulations and can effectively manage and mitigate risk.
What is the STEP Diploma?
STEP offers this diploma as a structured qualification for individuals seeking expertise in wealth management and trust and estate planning. Completion of the STEP Diploma grants Full Membership of STEP, allowing professionals to use the TEP designation, a renowned mark of excellence in the industry.
The Diploma is a fully flexible qualification designed to suit you no matter your professional background. It’s made up of four individual papers that you can choose, so you can personalise your learning and get the absolute most out of the courses you decide to take. Each course is designed by professionals, for professionals, and structured around the practical knowledge you need in your day-to-day career. Our tutors are all recognised expert practitioners in the field, so they know exactly what you need to know to do your job right.
Who should pursue the STEP Diploma?
All practitioners working in the fields of trusts and/or estates will benefit from this qualification. Professionals across multiple disciplines – including accountants, lawyers, bankers, trust professionals, wealth managers and more – play a critical role in navigating complex regulations, providing informed advice to clients, and ensuring compliance with legal frameworks. With increasing regulations, the STEP Diploma ensures professionals can navigate compliance challenges effectively.
For those looking to enhance their careers, build credibility, and stay ahead in an increasingly competitive market, investing in trusts and estates expertise can be a powerful step forward to help advance their career.
Benefits of the STEP Diploma
- Technical knowledge: By completing the STEP Diploma, you will develop your trusts and estates knowledge, giving you confidence in your skillset when dealing with clients.
- Professional credibility: You will gain enhanced professional credibility with the globally recognised TEP designation and enhance the services you offer to your clients.
- Networking and community: STEP membership connects professionals with industry leaders, fostering collaboration and career growth. Becoming a Full Member of STEP means you will be part of the leading international network of more than 21,000 experts in trust and estate planning and gain access to exclusive conferences and resources to stay ahead of industry trends.
In summary
The STEP Diploma is a valuable qualification for professionals looking to deepen their expertise in trusts and estates. Whether you are an experienced practitioner or new to the field, the STEP Diploma provides the knowledge and recognition needed to excel in wealth management and estate planning and provide strategic client solutions.
For more than 20 years we have worked with STEP to develop a range of qualifications and training programmes for the trusts and estates industry. Together, we have designed study and membership paths that fit your needs, as well as the needs of employers and regulators.
Learn more about the STEP Diploma. Enrol today to secure your place.