CONTINUING EDUCATION FOR TRUST AND ESTATE PRACTITIONERS (TEP)

CPD is a requirement for maintaining STEP membership for all membership types that are currently working. STEP operates an outcomes-based approach to CPD with a focus on the maintenance and development of professional competence through undertaking CPD that is relevant to the individual. Using role benchmarking, members are required to match their CPD against the key responsibilities in their work role. In this way, they can meet their stakeholders’ reasonable expectations of them in their work role and their obligations as a professional.

MY-CPE LLC offers Continuing Professional Development (CPD) courses for Trust and Estate Practitioners (TEP). We are focused on providing quality continuing education to Trust and Estate Practitioners (TEP) that incorporates the qualified subject areas. Our NASBA-approved CPE courses are authored/reviewed by industry specialists and subject matter experts.  All our courses are designed in a way to ensure that courses meet your continuing education requirements.
 
TRUST AND ESTATE PRACTITIONERS (TEP) CPD REQUIREMENT OVERVIEW

CPD Requirements
No specific CPD requirement is mentioned by TEP authority
License Renewal Period
Renew their license by March 31st annually
CPD Reporting Cycle
CPD reporting cycle is from April 1st to March 31st.
Ethics Requirement
Members must include 1 hour of development work relating to ethics.
Carry Over Credits
TEP cannot carry forward credits to the next reporting cycle.

TEP's CPD Policy is designed so that members can tailor their CPD to meet their and their employer’s professional needs. There is therefore no ‘hours’ or ‘points’ requirement but members are required to ensure that their CPD meets the needs as identified against the responsibilities of their professional role and to meet the reasonable expectations of their stakeholders. You can find various webinars which are eligible for TEP on the myCPE website.

All members need to complete one CPD activity that relates to ethics per year. TEP provides Professional Standards Awareness case studies, which are examples of ethical dilemmas that some members could face. Completing one of those fulfills your ethics CPD requirement for the year.

Trust and Estate Practitioners (TEP) are required to renew CPD compliance by March 31st annually.

The reporting period begins on April 1st to March 31st every year.

Here is a link to the TEP website to access FAQs on CPD requirements and Regulations for Trust and Estate Practitioners (TEP).

There is no ‘hours’ or ‘points’ requirement as well as no specific qualifying subject areas but members are required to ensure that their CPD meets the needs as identified against the responsibilities of their professional role and to meet the reasonable expectations of their stakeholders.

No, there are no minimum CPD requirements in a particular subject area.

TEP has not defined specifically approved courses as qualifying learning activities but members are required to ensure that their CPD meets the needs as identified against the responsibilities of their professional role and to meet the reasonable expectations of their stakeholders.

The annual membership fee for the renewal of a license is $430.

CLICK HERE to view fees as per your country.

A failure to comply with our CPD requirements may breach our Code of Professional Conduct. Potential breaches of the STEP Code can be referred to the Disciplinary Panel for consideration. If a member chooses to allow their membership to lapse, they will need to submit a CPD record before their membership can be reinstated.

CPD can be recorded using STEP’s forms, STEP’s online record-keeping facility, an employer’s forms, or those of another professional body. If another organization’s forms are used and do not match STEP’s CPD year (1st April to 31st March) then the most up-to-date record covering a full year should be submitted if requested. Members are required to keep a record of their professional development for 3 years and to be prepared to submit this to the STEP office as requested.

If a member is fully retired or on long-term leave and doing no work for clients, their CPD requirement at that time is nil. If and when a member resumes client work they are expected to be up to date and competent to carry out that work. The individual member needs to plan for and manage the transfer of roles.

myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars to be suitable for NASBA specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.

CLICK HERE to view the STEP website for CPD requirements for Trust and Estate Practitioners (TEP).

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Courses Eligible for CPE of Certified Fraud Examiner (CFE) Approved
Courses Eligible for CPE of Certified Valuation Analysts (CVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved

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