• Qualification - Candidates must have at least one of the following current qualifications and a minimum of two-years current post-qualification practical experience in trusts and/or estate planning:
  • Lawyer (member of provincial bar)
  • Notary (Quebec)
  • MTI (Member, Trust Institute)
  • Fellow of the Canadian Securities Institute (FCSI)
  • One of the major accounting designations: (CGA, CA)
  • An insurance designation (ChFC, CLU)
  • A financial planning designation (CFP, PFP, RFP, Pl. Fin. From the IQPF)
  • Any such comparable designations as may be recognized by the CEO and Director of Professional Development on a case-by-case basis.
• Experience - You must have at least two-years post-qualification practical experience in trusts and/or estate planning. To upgrade to full membership after successful completion of your essays, at least 50% of the work in your current practice should be dedicated to the area of trusts and/or estate planning at a specialist or advanced technical level. For a full explanation of the requirement, see Joining STEP - Full Membership. (See also Associate Student Membership for those without the requisite two years of experience.)

  When accepted for the Qualified Practitioner Route, you join STEP Canada as a student member. Upon satisfying the assessment criteria, you can apply for admission as a full member of the Society.

Summary

Application Process and Timing