The STEP Canada Diploma Helps You Deliver Trusted Client Advice

The STEP Canada Diploma in Trusts and Estates is the leading educational pathway to the internationally recognized Trust and Estate Practitioner (TEP) designation, with 95% of new TEPs earning their designation through the diploma program. It is designed for professionals seeking to deepen their technical knowledge and advance their expertise in trusts and estates.

The diploma is the preferred route for professionals to achieve the internationally recognized TEP designation, with 95% of new TEPs qualifying this way.

Designed for professionals looking to establish themselves as specialists in the trusts and estates industry, the program delivers in-depth knowledge across all key areas of trust and estate planning.

Earning the STEP Canada Diploma demonstrates a strong commitment to professional excellence and distinguishes you as a trusted advisor in the field. Graduates who meet the required industry experience criteria are eligible to earn the internationally recognized TEP designation and full STEP membership.

Courses

Law of Trusts

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Taxation of Trusts & Estates

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Wills, Trusts & Estate Administration

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Trust & Estate Planning

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Benefits of Completing the Diploma Program

  • Distinguish yourself within a competitive professional landscape

  • Provide clients with confidence in your specialized guidance

  • Strengthen the value and expertise you bring to client relationships

  • Demonstrate your commitment to ongoing professional development

  • Gain practical reference materials and applied learning for your practice

  • Advance toward the internationally recognized TEP designation

The STEP Canada Diploma At A Glance

Format

Flexible online learning with optional live-virtual exam prep sessions.

Complete four self-paced courses in multidisciplinary topics areas.

Time Commitment

Six hours/week
Finish in as little as 1.5 years, or take up to four (4) years.*

*1.5 years is an option for those who qualify for two exemptions

Financial Investment

$1,095 per course + applicable taxes

Course fees include all reading and practice materials, as well as instructor support and live virtual sessions offered during the exam-preparation period, plus one online examination attempt.

Evaluation

Online exams are offered twice yearly, on the last Monday of May and the first Monday of November.

Meet the people behind our courses

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Robbie Brown, CPA, CA, CFP, TEP

Director, Advanced Planning

Jamie Brubacher, CFA

Vice President, Product and Platform Portfolio Manager

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Dwan Clark

CEO Digitools

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Dwan Clark

CEO A/ramis

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Dwan Clark

CEO Taycoon

“A testimonial from a client who benefited from your product or service. Testimonials are a great way of establishing credibility and promoting your company’s brand.”

Dwan Clark

CEO Shark

What our TEP's have to say

The STEP Canada Diploma in Trusts and Estates

The STEP Canada Diploma in Trusts and Estates is the most common pathway to the TEP designation and is the leading program for professionals seeking specialized knowledge in trusts and estates.

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