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.
