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Welcome to
STEP Guernsey

STEP Guernsey is the Guernsey Branch of STEP Worldwide.

We are a vibrant and dynamic arm of the organisation and are proud to be one of the most active of the global branches. As a member of this local branch you have access to a number of events that run through the year, namely the popular annual Lecture Series, the well regarded STEP Annual Conference, renowned STEP Annual Ball and other regular social events for Members, Students and the wider finance community.

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Who we are


STEP Worldwide is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

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Adult Students

How to join

If you are not currently a STEP Member but are interested in becoming one there are various routes to entry. To become a Full STEP Member you can apply through our Diploma Route or Qualified Practitioner Route and further course details and CPD information can be found on this website. Please see our Education page for further information.


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