Why join STEP?
About STEP
2
25 years ago, no network
Today – STEP members have a network of almost 20,000 members based
in 95 countries
STEP members in 110 branches and chapters which span across 51
countries
An international network to exchange knowledge and education – building
to lifetime education
A cross professional network – for instance, the emergence of special
interest groups
Influence with regulators and government protecting jobs
Clients and other advisors seek high professional standards –TEP- the only
worldwide recognised qualification
Membership by region
3
Membership buoyant
4
Membership growth in Malaysia
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STEP Journal
6
STEP International & Membership News
Digest
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Twice weekly and monthly e-news sent to STEP members
STEP Directory online member search
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Looking for an attorney in Paris?
Looking for a Trust Officer in Hong
Kong? Looking for an
accountantin London?
Use the Online Directory at:
www.step.org/online-directory for
fast access to your member network.
www.step.org/online-directory
New Products for 2016
STEP CPD learning
FATCA
Professional Post Graduate Diploma
in Private Wealth Advising
STEP qualifications
Certificate in AML
Certificate in Compliance
Cross Border Estates
What’s New…
New Employer Partnership Programme
What’s New…
Employer Partnership Programme• An accreditation programme which maps your Learning &
Development provision against the EPP professional
development standards
• A quality badge/kitemark
• A relationship tool
• Currently free of charge
What’s New…
STEP Employer Partnership Programme
(EPP)
How will EPP accreditation benefit you?
• Endorsement of good practice
• Enhances reputation as an employer of choice
• Boosts motivation and consequently engagement
• Strengthens reputation within industry
• Facilitates communication and engagement with STEP
providing networking opportunities
• Enables promotion of brand
• Access to a host of resources and benefits
Our Accredited Partners……
STEP SIGs and New Communities
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SIGs Business Families
Charities
Cross-Border Estates
Contentious Trusts and Estates
International Client
Mental Capacity
Philanthropy Advisors
www.step.org/sigs
New Communities Digital Assets Working Group
Academic Community – to include research project on the Demand and
Supply of Estate Planning and Business Succession Services in Australia
www.step.org/communities
STEP Conferences & Events
Over 500 events per year
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STEP Events:
• Alpine Conference, Jan 2017
• Orange County conference. Jan 2017
• New York State Bar Conference, March 2017
• Caribbean Conference, May 2017
• Australia Conference, Aug 2017
Criteria to become a STEP Member
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5 years at specialist level (Full membership), 2 years (Technician membership)
Involved in trusts and/or estate planning
Multidisciplinary: Attorney/Accountant/ Senior Trust Officer
Domestic OR international practice
Send completed application form and resumé to: STEP , Artillery House South, 11-19 Artillery Row, London, United Kingdom SW1P 1RT