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Home Partner Programs 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
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.
Format: Online self-study course with optional blended learning opportunities & three-hour open book online exam
CE Credits: Accredited for 40 CE with FP Canada in the Financial Planning category. The Law of Trusts course falls under “unaccredited learning” with other regulatory bodies. Please contact your regulatory body of choice for more information.
Additional Material: None
Completion Requirements:
Exam: STEP Canada offers rolling registration with exam dates the last Monday of each May and the first Monday of each November. The format of the exam is 100 multiple choice, true/false, and matching type questions. After you have written the exam, you will receive notification of your exam results through STEP Canada’s eLearning site.
Self-study: The Law of Trusts course is a unique, online, self-study program with optional blended learning opportunities. Success is highly dependent on the student’s personal discipline.
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.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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