Trust and Estate Practitioners (TEP)

MY-CPE LLC is an approved Continued Professional Education (CPE), Continued Education (CE)/ Continuing Professional Development  (CPD) Education Provider and has effectively met the standards set up by various Boards/ Organizations like NASBA, IRS, IIA, CFP Board, IMA, CTEC and various other boards. STEP, does not require sponsor approval to organizations providing Continuing Professional Development  (CPD) Education to its members. 

MY-CPE LLC offers various topics to Trust and Estate Practitioners (TEP) in order to enable them to fulfill their CPD requirements. We are focused on providing quality continued professional development (CPD) courses to TEP with content that incorporates the most recent updates and industry principles. Our courses for TEPs are authored/reviewed by industry specialists and subject matter experts. Our wide variety of delivery methods (Live Webinars & Self Learning) allows you to take your CPD credits at your own pace. 


CPD Requirement: There are no mandatory CPD hours specified by STEP. STEP’s CPD policy requires members to pro-actively plan, undertake and reflect on the continued development of their work-related knowledge and skills. To make it as efficient and effective as possible, the policy is designed to be:

  • Relevant to members in their professional roles
  • Flexible enough to cater for individual circumstances
  • Simple to manage and complete.·       

CPD Reporting: 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 organisation’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


Trust and Estate Practioners (TEPs) must include 1 hour of development work relating to ethics in their development. Members can access free ethics-related CPD content through the STEP CPD Centre.

CLICK HERE to view the ethics webinar for TEP.


STEP Qualifications and CPD Learning Courses 

  • Conferences and branch events  
  • STEP Knowledge Hub  
  • STEP Journal and Trusts Quarterly Review  
  • Jurisdictional Reports  
  • Industry news digests  
  • Webinars and web events
  • Special Interest Groups  
  • Academic Community


STEP recommends members ensure they develop in the following categories, where relevant to the individual: 

  • Technical, 
  • Interpersonal, 
  • Management, 
  • Leadership and business skills. 
  • Professional ethics 


Based on the guidelines issued by STEP in order to meet the CPD requirement of Trust and Estate Practioners (TEPs) we recommend the programs/ webinars to be suitable for TEPs specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Professional Credits based on their occupation/ job profile, knowledge requirement as well as guidelines laid down by their regulatory board before registering for the webinars. CLICK HERE to website link to regulatory board. 


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
Association of Certified Fraud Examiners (ACFE) Approved
National Association of Certified Valuators and Analysts (NACVA) Approved
Institute of Management Accountants (IMA) Approved
Institute of Internal Auditors (IIA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved