myCPE

CPD Requirements for TEP

Know Your Requirement

TEP CPD Requirements Overview

CPD RequirementsNo minimum CPD hours required.
License Renewal period
Renew your license by March 31st annually.
CPD Reporting Cycle
April 1st to March 31st annually.
Ethics Requirement
One hour of development activity that relates to professional ethics.
Carry Over Credits
No carry-forward of credits allowed.
Subject Area Restriction
There is no minimum content requirement.

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Simplifying Regulations for 2025

TEP CPD Requirement
No minimum CPD hours required.
Ethics Requirement
One hour of development activity that relates to professional ethics.
Content Requirement
There is no minimum content requirement.
Subject Areas
TEPs are encouraged to focus on the following categories, where relevant: Technical skills, Interpersonal skills, Management skills, Leadership skills, and Business skills. View more
Learning Modes
All CPD can be completed through self-study.
Eligible Learning Activities
Includes formal qualifications, conferences, seminars, branch meetings from any provider of technical information, training colleagues on technical issues, mentoring, work shadowing, and more.
CPD Deadline
CPD credits must be completed by March 31st annually.
Reporting
April 1st to March 31st annually.
License Renewal
Renew your CPA license by March 31st annually. Failure to renew by this date may breach our Code of Professional Conduct. Potential breaches of our Code can be referred to the Disciplinary Panel for consideration. View more
Carry Forward
No carry-forward of credits allowed.
Record RetentionMaintain records of completed CPD credits for 3 years as they may be subject to audit by the STEP.
Renewal Fees
The renewal fee for TEP professionals is $440 in the U.S. Click here to view fees as per your country.

Do MYCPE ONE Courses Qualify for Trust and Estate Practitioners (TEP)? Yes!

MYCPE ONE provides NASBA-approved CPD courses tailored for Trust and Estate Practitioners (TEP), ensuring compliance with STEP membership requirements. Authored by industry experts, our courses cover qualified subject areas and offer diverse learning formats for flexibility and accessibility. Additionally, MYCPE ONE specializes in various learning formats, including -  

  • Group Live Programs, 
  • Group Internet Based, and 
  • QAS Self-Study.

You can verify our NASBA sponsorship under MYCPE ONE on the NASBA Registry. For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for the STEP

STEP Head Office 
Artillery House 
11-19 Artillery Row 
London SW1P 1RT 
United Kingdom 
Tel: +44 (0)20 3752 3700 
Email: step@step.org
Website: STEP 

Disclaimer: We regularly update our website to ensure the information regarding TEP's CPD requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the board website for the most up-to-date and definitive information.

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Frequently Asked Questions

There is no minimum CPD hours required for TEP professionals. However, they are encouraged to engage in professional development activities that support their role and responsibilities.

Yes, TEP professionals are required to complete one hour of CPD activity related to professional ethics each year.

No, there is no minimum content requirement for TEP professionals.

TEPs are encouraged to focus on technical, interpersonal, management, leadership, and business skills where relevant to their professional development. View more

All CPD can be completed through self-study, provided the courses meet the relevant professional requirements.

Eligible activities include formal qualifications, conferences, seminars, branch meetings, training colleagues, mentoring, and work shadowing, and more.

CPD credits must be completed by March 31 each year.

The reporting period runs from April 1 to March 31 each year.

TEP professionals must renew their license by March 31 each year to remain compliant. Failure to renew may result in a breach of the Code of Professional Conduct.

No, TEP professionals cannot carry forward excess CPD credits.

TEP professionals must retain CPD records for three years, as they may be subject to audit by STEP.

The renewal fee for TEP professionals is $440 in the U.S. Fees may vary by country. Click here to view fees as per your country. 

MYCPE ONE provides NASBA-approved CPD courses tailored for Trust and Estate Practitioners (TEP), ensuring compliance with STEP membership requirements. Authored by industry experts, our courses cover qualified subject areas and offer diverse learning formats for flexibility and accessibility. You can check the eligibility of each course by referring to the "QUALIFIES FOR" section on the course page.

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