Embed Size (px)
DESCRIPTION
THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP. www.step.org. ABOUT STEP. Established 22 years ago in the UK Today more than 19.000 members , 5.000 students in 8 6 countries An international network to exchange knowledge, experience and provide education - PowerPoint PPT Presentation
Citation preview
THE SOCIETY OF TRUST AND ESTATE
PRACTITIONERS
STEP
www.step.org
• Established 22 years ago in the UK
• Today more than 19.000 members, 5.000 students in 86 countries
• An international network to exchange knowledge, experience and provide education
• Influence with regulators and governments
• General public look for competence – the only worldwide recognised TEP qualification
www.step.org
ABOUT STEP
MEMBERSHIP BY REGION
STUDENT MEMBERSHIP BY REGION
• TEP designation
• Annual STEP Directory, Yearbook and online search
• STEP Journal and Trust Review
• Conferences, seminars and lectures
• Technical newsletters via email and online technical resources
• STEP Diploma and Certificate courses
• Lobbying and policy initiatives
www.step.org
STEP MEMBERSHIP BENEFITS
www.stepjournal.org
STEP JOURNAL
Industry news sent to all STEP members
Subscribe at:
www.step.org
STEP INTERNATIONAL & UK E-NEWS DIGEST
PROFESSIONAL DEVELOPMENT
Delivered in association with Manchester Business School, this qualification is a collaboration between STEP, the International Trust Companies Association (ITCA) and Central Law Training (CLT).
What does the programme cover?
•Foundation Certificate •Trust Creation: Law and Practice •Company Law and Practice •Trust Administration and Accounts •Trustee Investment and Financial Appraisal
STEP Foundation Certificate & Diploma in International Trust Management
www.step.org/pd
• 97% of members would recommend STEP to a colleague
• 92% of members rate the value of their STEP membership positively
• 75% of student members agreed that being a STEP student member has benefitted their career
• The most popular reason for members to renew their membership was to develop their knowledge and skills in trusts and estates
STEP MEMBER SATISFACTION
CRITERIA TO BECOME A STEP MEMBER
• 5 years at specialist level (Full membership), 2 years (Associate membership)
• Involved in trusts and/or estates• Multidisciplinary: Lawyer /Accountant/ Senior Trust Officer• Domestic OR international practice
To become a STEP member within this jurisdiction you can apply for STEP membership through full or associate membership
Full Membership5 years at specialist level - Full STEP Membership entitles you to use the
letters TEP (Trust and Estate Practitioner) after your name.
Associate Membership2 years at specialist level - For those who do not have the required five
years' experience, associate membership is available to applicants. Associate members will be invited to apply for Full Membership once they have reached their five-year qualifying period.
