why join step? · new products for 2016 step cpd learning fatca professional post graduate diploma...
TRANSCRIPT
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Why join STEP?
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About STEP
2
25 years ago, no network
Today – STEP members have a network of almost 20,000 members based
in 95 countries
STEP members in 110 branches and chapters which span across 51
countries
An international network to exchange knowledge and education – building
to lifetime education
A cross professional network – for instance, the emergence of special
interest groups
Influence with regulators and government protecting jobs
Clients and other advisors seek high professional standards –TEP- the only
worldwide recognised qualification
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Membership by region
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Membership buoyant
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Membership growth in Malaysia
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STEP Journal
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STEP International & Membership News
Digest
7
Twice weekly and monthly e-news sent to STEP members
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STEP Directory online member search
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Looking for an attorney in Paris?
Looking for a Trust Officer in Hong
Kong? Looking for an
accountantin London?
Use the Online Directory at:
www.step.org/online-directory for
fast access to your member network.
www.step.org/online-directory
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New Products for 2016
STEP CPD learning
FATCA
Professional Post Graduate Diploma
in Private Wealth Advising
STEP qualifications
Certificate in AML
Certificate in Compliance
Cross Border Estates
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What’s New…
New Employer Partnership Programme
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What’s New…
Employer Partnership Programme• An accreditation programme which maps your Learning &
Development provision against the EPP professional
development standards
• A quality badge/kitemark
• A relationship tool
• Currently free of charge
What’s New…
STEP Employer Partnership Programme
(EPP)
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How will EPP accreditation benefit you?
• Endorsement of good practice
• Enhances reputation as an employer of choice
• Boosts motivation and consequently engagement
• Strengthens reputation within industry
• Facilitates communication and engagement with STEP
providing networking opportunities
• Enables promotion of brand
• Access to a host of resources and benefits
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Our Accredited Partners……
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STEP SIGs and New Communities
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SIGs Business Families
Charities
Cross-Border Estates
Contentious Trusts and Estates
International Client
Mental Capacity
Philanthropy Advisors
www.step.org/sigs
New Communities Digital Assets Working Group
Academic Community – to include research project on the Demand and
Supply of Estate Planning and Business Succession Services in Australia
www.step.org/communities
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STEP Conferences & Events
Over 500 events per year
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STEP Events:
• Alpine Conference, Jan 2017
• Orange County conference. Jan 2017
• New York State Bar Conference, March 2017
• Caribbean Conference, May 2017
• Australia Conference, Aug 2017
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Criteria to become a STEP Member
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5 years at specialist level (Full membership), 2 years (Technician membership)
Involved in trusts and/or estate planning
Multidisciplinary: Attorney/Accountant/ Senior Trust Officer
Domestic OR international practice
Send completed application form and resumé to: STEP , Artillery House South, 11-19 Artillery Row, London, United Kingdom SW1P 1RT