1. STEP: Supporting members
STEP: Supporting members
Simon Morgan TEP, Worldwide STEP Chair

2. External environment: unprecedented change
Transparency agenda = new reporting requirements & increased costs
Technological change: transforming the way we work
Society is changing: ageing demographic, global mobility

3. STEP: helping you to adapt
Publications, events and technical resources provide you with the information you need to do your job
Courses help you to build your skills to adapt to the challenges presented
Working with policymakers internationally to develop guidance and support to keep you at the forefront of your profession

4. STEP and Employers Employer Partnership Programme
Launched 2016 – now 70+ employers in 22 jurisdictions
Supports the professional development of our members
Promotes industry wide recognition of the ‘TEP’
Enables partners to demonstrate their credentials as quality employers
Enables partners to share good practice

5. New education offerings
Certificate in Family Business and Governance (online)
Advanced Certificate in Family Business and Governance (face to face)
STEP Professional Postgraduate Diploma in Private Wealth Advising – Asia
Advanced Certificates in ‘Principles of International Taxation’ and ‘Compliance with Tax’ (both online)

6. Have a say in STEP’s strategic direction
Get involved
Improve your skillset
Boost your career
Have a say in STEP’s strategic direction
Influence policy

7. Creating a sustainable future for Asian charitable giving
STEP and Philanthropy
Creating a sustainable future for Asian charitable giving
Kuala Lumpur, Malaysia, 8 May 2019

8. All new STEP Directory

9. HOW TO JOIN STEP www.step.org/join
There are three routes to membership, depending on your level of experience and qualifications.
Exam Route
Accumulate 240 credits through completing qualifications and demonstrating relevant professional experience
If you are already qualified, demonstrate your experience by submitting three Essays of approximately 5000 words
Essay Route
Already hold a relevant professional qualification and a minimum of ten years’ senior experience working at leadership level, complete an Expertise route application form
Expertise Route