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Signing Ceremony of “CWM Future Star Training Plan” was Held

Source:   Updated :2019/04/19    Hits:

On the afternoon of March 12, the signing ceremony of “CWM Future Star Training Plan” was successfully held in Qingdao University by SUFE Qingdao Wealth Management Institute and School of Economics, Qingdao University.


Wang Jinling, Deputy Director General of Qingdao Municipal Financial Regulation Bureau, Jiang Hui, Executive President of SUFE Qingdao Wealth Management Institute, and Lu Jin, Vice Dean of School of Economics, Qingdao University attended the ceremony and delivered speeches, and Simon Culhane, CEO of Chartered Institute for Securities & Investment (CISI), gave a keynote speech. Besides, Wang Hairong, Deputy Party Secretary of School of Economics, Qingdao University, Ren Long, Director of Student Affairs Office of School of Economics, Qingdao University, Ren Wenchao, Director of Executive Education Center of SUFE Qingdao Wealth Management Institute, about 50 students from School of Economics, Qingdao University, and some invited guests attended the activity.

Wang Jinling, Deputy Director General of Qingdao Municipal Financial Regulation Bureau, delivered a speech first. In her speech, she pointed out the growth of China’s wealth will unleash unprecedented need for wealth management; Against this backdrop, Qingdao was approved to be the Comprehensive Financial Reform Pilot Zone for Wealth Management in 2014 to move forward financial industry development, thus shouldering the strategic mission of building a national central city of wealth management, and exploring the building of an international cultivation system of professional wealth management talents for Qingdao and even China.


Afterwards, Lu Jin, Vice Dean of School of Economics, Qingdao University, gave a speech. He said that through this cooperation, Qingdao University effectively combines undergraduate education with international qualification training of financial profession, and lays a foundation for cultivating chartered wealth managers that adapt to the reform of education and teaching, satisfy the development requirements of international schooling, and have international vision.


Jiang Hui, Executive President of Qingdao Wealth Management Institute, expressed, on behalf of SUFE Qingdao Wealth Management Institute, his gratitude for the support of Qingdao Municipal Government, Qingdao Municipal Office of Financial Services, and all social sectors, and for the trust of CISI. And then, he gave a brief introduction to the achievements made by the institute in the three areas of talent cultivation, research consulting and social service, and reviewed the history of cooperation with CISI under the support of Qingdao Municipal Government.

After the speeches, Jiang Hui and Lu Jin signed the cooperation agreement on behalf of SUFE Qingdao Wealth Management Institute and School of Economics, Qingdao University respectively, providing “CWM Professional Basis Course” for students of School of Economics, Qingdao University. The two sides will deepen cooperation based on CWM promotion, co-development of teaching staff, as well as cooperation and communication.

After that, Simon Culhane gave a keynote speech themed on “the concept of financial integrity”. In the speech, he introduced the development history, function and mission, professional concept, global recognition and distribution of CISI, shared some cases involving integrity crises in various industries in the world, and explained CISI’s four key factors of “integrity”, namely, honesty, openness, fairness, and transparency through case analysis and on-site interaction with students.


As a Sino-foreign international qualification certification project for wealth management actively guided by the government, its success has great significance to Qingdao in accelerating wealth management talent cultivation, establishing a wealth management talent cultivation system, and building a certification training base for wealth management professionals in China. In addition, it will also actively promote exchanges and resource sharing between the two sides, and help Qingdao play a leading role in the wealth management field in China.