The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Thursday, December 13, 2018
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Education
Is the STEP Assessment by Exam 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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Assessment by Essay — Application Process and Timing

Once we receive your Assessment by Essay Enrolment Form, we will review your qualifications and experience. Acceptance in the Assessment by Essay entitles you to become a student member of the Society. Please allow 5-7 business days to process your application.

As a student member, you will have four years in which to submit three essays.

A one-time extension of one year may be granted, on a case-by-case basis, to individuals who require more time to complete their essays. If you registered in the Assessment by Essay program prior to October 1, 2016 and wish to request an extension, please complete the extension form before 2016 or you registered in the Assessment by Essay program after October 1, 2016 and wish to request an extension, please complete the extension form after 2016.

Upgrading to Full Membership

You may apply for full membership in STEP following the successful submission of three essays and fulfillment of the practice requirement, which requires that at least 50% of the work in your current practice is dedicated to the area of trusts and/or estate planning at a specialist or advanced technical level.

Alternative Route

Assessment by Exam

Alternatively, you may also apply for admission via the Assessment by Exam if you already work in the field of trusts and estate planning in Canada, or have the intention to do so, but either don't have a recognized professional designation or have a professional designation but lack the required five years of post-designation experience. Even if you qualify for the Assessment by Essay route, you may decide to pursue the Assessment by Exam if you wish to broaden your knowledge and expertise, or if you prefer writing exams over essays.



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