Get STEP Qualified

Enrolment for STEP Qualifications 2025 are now open

Enrolments are now open:

STEP Advanced Certificate in Advising Vulnerable Clients (England and Wales)

Enrolment closing date: 30 May 2025

STEP Advanced Certificate in Trustees Duties: Investment and Management of the Trust Fund

Enrolment closing date: 24 November 2025

STEP Advanced Certificate in Administration of Estates

Enrolment closing date: 10 February 2025

STEP Advanced Certificate in Company Law and Practice

Closing enrolment date: 1 December 2025

STEP Advanced Certificate in Principles of International Taxation, AML and Compliance

Closing enrolment date: 8 December 2025

STEP Advanced Certificate in UK Tax for International Clients

Enrolment closing date: 08 February 2026

STEP Advanced Certificate in UK Tax for International Clients

Enrolment closing date: 8 February 2026

STEP Certificate in Trusts and Estates

Enrolment closing date: 10 February 2026

STEP Advanced Certificate in Advising the Family Business

Enrolment closing date: 16 February 2026

STEP Advanced Certificate in Cross-Border Estates

Enrolment closing date: 16 February 2026

STEP Advanced Certificate in Family Business Governance

Enrolment closing date: 16 February 2026

STEP Certificate for Financial Services – Trust and Estate Planning

Enrolment closing date: 16 February 2026

STEP Certificate in International Trust Management

Enrolment closing date: 10 November 2025

STEP Advanced Certificate in Administration of Trusts

Enrolment closing date: 09 February 2026

STEP Advanced Certificate in Trust and Estate Accounting

Enrolment closing date: 10 February 2026

STEP Advanced Certificate in Trust and Executry Accounting

Scotland

Enrolment closing date: 16 February 2026

Postgraduate Diploma in Private Wealth Advice

14 October 2025

STEP Advanced Certificate in Trust and Estate Accounting

England & Wales

Enrolment closing date: 11 February 2026

STEP Advanced Certificate in Administration of Trusts

England & Wales

Enrolment closing date: 8 February 2026

STEP Advanced Certificate in Taxation of Trusts and Estates

Enrolment closing date: 2 February 2026

STEP Advanced Certificate in Trusts: Law and Practice (International)

UK & Europe

Closing enrolment date: 17 November 2025

STEP Advanced Certificate in Will Preparation

Enrolment closing date: 12 February 2026

STEP Advanced Certificate in Trusts: Law and Practice

Scotland

Enrolment closing date: 18 February 2026

STEP Advanced Certificate in Trustees Duties: Investment and Management of the Trust Fund

Asia | UK & Europe

Closing enrolment date: 24 November 2025

STEP Certificate in Anti-Money Laundering

Enrolment closing date: 10 March 2026

STEP Advanced Certificate in Wills and Executries

Scotland

Enrolment closing date: 11 February 2026