Sean Lynch QFA CFP

Sean Lynch QFA CFP

Regional Sales Manager

location of Sean Lynch QFA CFPCork Metropolitan Area

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  • Timeline

  • About me

    Lifestyle Financial Planner | Retirement Planning | Protection | Savings | Investments | Financial |

  • Education

    • Life Insurance Association

      2011 - 2014
      Certified Financial Planner Lifestyle Financial Planning and Asset Management Honours

      The Life Insurance Association (LIA) run various courses for life assurance professionals. I achieved the following designations Qualified Financial Advisor( QFA), Fellow of the Life Insurance Association (FLIA), Graduate Diploma in Financial Planning

    • Life Insurance Association (LIA)

      1993 - 2009
      QFA, FLIA Financial Services
    • Regional Technicial College

      1982 - 1984
      Electronics electronics
    • Colaiste Chriost RI

      1974 - 1978
      Leaving Certificate Leaving Certificate

      I completed my Leaving Certificate in Colaiste Chriost Ri

    • Colaiste Chriost Ri

      1974 - 1978
      Leaving Cert secondary school
    • University College Dublin

      -
    • University College Dublin

      2011 - 2014
      Graduate Diploma in Financial Planning Financial Planning

      I graduated from UCD in 2014 with as a Certified Financial Planner. This is a Fetac level 9 course and allows me to use the CFP mark . This is recognised all over the world. There are only 300 people currently in the country with this qualification.

  • Experience

    • Royal Liver Assurance

      Jan 1990 - Jan 2005
      Regional Sales Manager

      I was the Regional Sales Manager for the lower half of the country. We had a salesforce of 100 people covering from Galway to Arklow.

    • Life Insurance Association of Ireland

      Jan 1993 - now
      Member

      The Life Insurance Association was founded in Ireland in 1978. It is a training and educational organisation whose primary aim is to raise the competency and standing of life assurance professionals in Ireland. Its main achievement was the introduction of a industry wide qualification to advise on life assurance sales. QFA stands for Qualified Financial Advisor and consists of 6 exams spread across 4 years. I was the chairman for the Cork area in 2006

    • LIA

      Jan 1993 - now
      Member

      I was the Chairman of the Southern Region in 2006. This involved organising regular educational meetings for the 400 strong members in the Cork and Mallow area. The educational meetings were based on empowering advisors to give better financial advice.

    • The ICES group

      Jan 2002 - Jan 2008
      Regional Organiser

      I organised the events and the speakers at our monthly meetings. The range of speakers were from business, property investors and share investments. It was an "open forum" type meeting. The success of the meetings was the willingness of people to share their own ideas and experiences.

    • Mallow Chamber of Commerce

      Jan 2004 - now
      Member and former President

      The Chamber of Commerce represents the business community of Mallow. We do this by promoting Mallow through our web page and social media.Mallow Chamber has over 120 members.

    • Canada Life

      Jan 2005 - Jan 2005
      Sales Manager

      I was a sales manager with Canada Life in Cork. My sales team consisted of 10 salespeople and they operated from the Cork office on the South Mall

    • BNI Global

      Jan 2005 - Mar 2010

      BNI is the Business Network International . It is comprised of chapters who meet once a week ,normally at 7am . They allow only one person per category in each chapter. The concept is that the group works together to get referrals for each other .Their motto is GIVERS GAIN. I was the mentor to 3 active groups. I would visit these groups on a monthly basis and troubleshoot any problems they would have.

      • Assistant Director

        Jan 2006 - Mar 2010
      • Director

        Jan 2005 - Jan 2009
    • Qifa Financial Planners

      Jan 2006 - now
      Managing Director

      Qifa Financial Planners are a firm of financial planning advisors .We have a holistic view of financial planning for our clients. We advise on retirement planning, investment advice ,life and pension audits,wealth protection and succession planning.We also provide lifestyle financial forecasting for our clients.This allows you to plan into the future by modelling various different scenarios.This can be achieved by cashflow modelling and creating various different "what if" scenarios.

    • North Cork Business Alliance

      Feb 2008 - now
      Member

      We are a group of business people from North Cork who meet every Friday morning at 7.30- 8.30am. We provide support, mentoring and referrals to each other. Currently we have 35 active members.

    • MDRT--Leprechaun Life

      Jan 2015 - Jan 2016
      Guest
  • Licenses & Certifications

    • Certified Financial Planner

      Financial Planning Services Board
      Oct 2014
  • Honors & Awards

    • Awarded to Sean Lynch QFA CFP
      Mallow Business Awards Professional Services Category winner Mallow Business Awards 2014-Professional Services Category Nov 2014 Barry Group in association with the Mallow Chamber of Commerce run the Mallow Business awards every 2nd year. They run several different categories.
  • Volunteer Experience

    • Member & former President of Mallow Chamber of Commerce

      Issued by Mallow Chamber of Commerce on Jan 2004
      Mallow Chamber of CommerceAssociated with Sean Lynch QFA CFP