STEP Canada

STEP Canada

Advocis is excited to partner with STEP Canada to present the STEP Canada Diploma program in Trusts & Estates. This program is available exclusively to Advocis members.


“Having just completed another milestone in my journey to earn the TEP designation I wanted to give a shootout to the STEP Canada team who can be relied upon day-in and day-out for advice, support and council. I can’t thank them enough! On a related matter, when we embark on any substantive learning journey, we often wonder whether the theory will ever translate to practical daily value. On this I have no doubt as just yesterday I referred to my learning material to solve a current problem associated with trust and estate tax administration”.

– Tetiana Dmytriieva, RFRA, TEP

Law of Trusts Course

About Law of Trusts

STEP Canada’s Law of Trusts course provides a comprehensive introduction to the law of trusts in Canada. It provides the theoretical underpinning to the entire STEP Canada Diploma in Trusts and Estates and the basic legal knowledge required by all trust and estate practitioners. The course examines the legal nature of a trust and how trusts can be used to achieve client objectives. It also addresses legal issues related to the proper creation and interpretation of trusts, as well as the duties and responsibilities of trustees and the rights of beneficiaries.

Who Should Enrol?

This innovative educational offering is designed to enhance the knowledge and performance of financial advisors and planners working in the area of estates and trusts.


Professionals with at least one year experience in trusts and estates and a professional designation (CLU, CFP) will benefit from the STEP Canada Diploma program. However, individuals that do not have a professional designation are still eligible to apply as long as they have at least one year experience in the trusts and estates industry.