Qualifications of Steve Conley

A good financial planner requires extensive professional training, a great deal of life experience, and a continuous process of self-reflection. Here is a little summary of my professional qualifications:

  • I hold a Bachelor of Science degree in Mathematics from the University of Manchester Institute of Science and Technology.
  • I trained with the prestigious Kinder Institute of Life Planning (KI).
  • I am a Master Life Planner (MLP) through the KI.
  • I am a Chartered Financial Planner (CFP) with the Chartered Insurance Institute (CII). Fellow of the CII. Chartered Insurer with the CII.
  • Twice winner (Associateship & Fellowship) of the British Insurance & Investment Brokers' Association Prize and twice winner of the Jubilee Prize of the Insurance Institute of Manchester, for best performance in North West England and Manchester respectively.

My experience is as follows:

  • Founder of the Academy of Life Planning in 2012
  • Yorkshire Business Masters Awards Finalist 2017
  • Winner of the Transparency Trophy 2017 & Ambassador of the Transparency Taskforce
  • Former Head of Investments at HSBC, RBS Group & Santander. Multi-award-winning, multi-market-leading Proposition Architect.
  • Former Chair of the British Bankers' Assocation, Bancassurance Steering Group.

Aside from my professional competences, I engage in a continuous learning process, attend seminars and study all current professional developments relating to this specialisation.

 

 

For details of Steve's extensive work experience, why not check out his LinkedIn profile. He would be more than happy to connect!

 

 

Steve Conley is a Transparency Trophy Winner

The Academy founder, Steve Conley, picked up an award in September 2017 for his contribution to a more transparent global financial services industry. The award was presented by the Transparency Task Force founder, Andy Agathangelou - at the offices of Morningstar, in London. Steve is an Ambassador for the Transparency Task Force. He also leads one of its teams, the Market Integrity Team which conducted a review into professional codes of conduct right across the financial services industry. He presented the resulting white paper to British parliament in February 2018. This led to the establishment of the APPG on Financial Stability. For more details of the Transparency Task Force - check www.transparencytaskforce.org 

 

If you would like to learn more about what Steve does to heal world grief and save the planet, why not check out our sister website Values Based Adviser  www.valuesbasedadviser.com

 

Print Print | Sitemap
© Academy of Life Planning 2019