|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.|
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.
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).
|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|
|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|
Aug 24 09:30 AM EDT
Aug 30 10:00 AM EDT
Aug 26 03:00 PM EDT
Aug 24 11:30 AM EDT
Aug 31 10:00 AM EDT
Aug 16 09:30 AM EDT
Aug 26 02:00 PM EDT