The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
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Education
Is the STEP Canada Diploma for you?

Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning

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Exams

  • Exam Format
  • Examinations are open-book and three hours in length. They may consist of a combination of multiple choice, true/false, short answer and case study questions, as decided.

    Examinations are graded separately and, for the Diploma to be awarded, a passing mark of 60% must be achieved in each of the following examinations: Law of Trusts, Taxation of Trusts & Estates, and Wills, Trust & Estate Administration.

    NOTE: The evaluation of the final course, Trust & Estate Planning, is based on two written assignments and a final exam. Each assignment is worth 20% of your mark and the final exam is worth 60% of your mark. You must score a minimum of 50% on the final exam. The guidelines and format for submission of the written assignments are found on the Student Resources section of the website for Trust & Estate Planning.

    If the assignment due date falls on a weekend, the assignments are due on the following business day.

  • Exam Timing and Location
  • Exams are held twice a year for all students currently enrolled in any of the four courses. Exams will be administered everywhere a STEP Canada branch is located: Calgary, Edmonton, Halifax, Ottawa, Montreal, Toronto, Winnipeg and Vancouver. If you have special needs with respect to the location or facilities for an exam, please contact STEP Canada Education.

    When you enroll for a course, you will be asked to choose and register for either one of the next two sittings. You should choose a sitting that is at least four months after your date of registration. We will send you an email with the full location details well in advance of your sitting date.

    DIPLOMA EXAM DATES
    2016 May 30, 2016 November 28, 2016
    2017 May 29, 2017 November 27, 2017
  • Exam Tips

    For tips on preparing and writing a STEP Canada Diploma exam, please click here


Exam Rules and Regulations

All students of the Diploma program must abide by the STEP Canada Diploma Examination Rules & Regulations. To review them, click here.










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