The STEP Diploma

The benchmark qualification for trusts and estates: Recognised globally, tailored for you. The STEP Diploma is for all practitioners in the field of trusts and/or estates. 

You will need 60 Entry Level credits to enrol on this course. These credits can be achieved through prior learning (certificated or experiential) or completion of Entry Level certificates.  

Please see the STEP Qualifications and Membership Framework page for further details on how to gain Entry Level and Diploma Level credits via exams or accreditation of prior experience and learning. 


Why the STEP Diploma?

Completion of the STEP Diploma enables you to: 

  • Expand your technical knowledge 
  • Develop your own professional competence 
  • Enhance your ability to give advice to clients 
  • Become a Full Member of STEP, enabling you to use the TEP designation 
  • Gain a globally recognised qualification 

Download the STEP Diploma Brochure

How does it work? 

Build a STEP Diploma that works for you by choosing from our extensive suite of Advanced Certificates. 

Combine four Advanced Certificates to make up your Diploma. 

The Advanced Certificates are listed below in three sets. Choose at least one from Set 1 – Private wealth administration and governance, at least one from Set 2 – Tax and compliance, and two from any of the three sets. 

Need some help deciding? See our recommended combinations below or contact our Customer Services and Admissions team to discuss the best option for you.  

The Sets 

Set 1: Private Wealth Administration and Governance
Students must select at least one from this Set.

Companies, Foundations and Partnerships



Set 2: Tax and Compliance
Students must select at least one from this Set.

International tax, anti-money laundering and compliance

Domestic Tax

Set 3: Electives
Up to two may be selected from this Set.

Family Businesses

Cross Border Estates

Contentious Trusts and Estates

Mental Capacity


Introducing the STEP Diploma

Recommended combinations 

We have a number of existing Diploma combinations that are tailored to certain regions or practice areas, which we would recommend that you explore: 

Regional Diplomas and Accredited Specialist Routes 

Practitioners in Canada, Ireland and New Zealand can enrol on the existing regional diplomas available. There are also a range of non-STEP courses or qualifications in certain jurisdictions, which can be used as part or all of a STEP Diploma. You can find out more about these routes by visiting