On June 16,2025, a rising star in the wealth management sector emerged in Haikou, known as Coconut City. Under the guidance and support of the Hong Kong Financial Planner and Financial Strategy Association and CWMC Headquarters ' Bo Yan International, the grand inauguration ceremony for CWMC's Yuan Ce Institution was held at the Hai Rui Park Conference Hall in Xiuying District, Haikou. This milestone signifies CWMC's strategic expansion into the core area of China's Hainan Free Trade Port, with Yuan Ce Institution now serving as a key conduit for promoting CWMC's philosophy and values throughout the Hainan region.
Opening ceremony: the fusion of ancient charm and solemnity
The ceremony began with the melodious sound of the Konghou, an ancient musical instrument whose unique tone created an elegant atmosphere. Then the host stepped on stage and led the audience into a solemn moment. —— Everyone stood up to play the national anthem, officially opening this significant plaque presentation ceremony.
Speech: Talk about the mission and vision
Hong Kong, China, Mr.Zhang, Vice Chairman of the Financial Planning and Financial Strategy Association, Chairman of CWMC's Hainan Operations Center, and President of Hong Kong Fungye International Group China, delivered the opening remarks. He emphasized that CWMC has always been committed to empowering financial professionals and promoting industry standardization, while building a comprehensive platform for knowledge exchange and professional development. Mr.Li, Director of Zhongzi YuanCe Institution, also shared insights on stage, expressing deep gratitude for CWMC's support and trust. Looking ahead, he outlined plans to leverage CWMC's framework to cultivate more outstanding wealth management talents and provide clients with more professional services.
Commendation and plaque: witness growth and empowerment
Amidst the spotlight, the CWMC Wealth Management Consultant Certification Awards ceremony commenced. A group of outstanding financial professionals received this prestigious honor for their expertise and academic achievements. They took the stage to receive awards and take commemorative photos, becoming shining "professional role models" at the event. Subsequently, Mr.Zhang solemnly presented the plaque to Yuan Ce Institution under CWMC (Haikou) Operations Center. This symbolic gesture not only conveyed trust but also entrusted responsibility,marking Yuan Ce's official integration into the CWMC ecosystem. The center will now shoulder its mission to cultivate wealth management talent.
Value transfer: Read CWMC and empower the code
Mr.Zhang then elaborated on the empowerment and value of CWMC. CWMC focuses on career development for financial professionals, enhancing their wealth management knowledge, customer service capabilities, and industry vision through professional curriculum systems, industry resource integration, and practical exchange platforms. From theoretical frameworks to hands-on practice, from personal growth to team empowerment, it creates a "growth accelerator" for financial talents. This enables practitioners to gain stronger competitiveness in complex financial markets, better serve clients, and create greater value.
The four core capabilities and values of CWMC:
- Global certification and endorsement: The CWMC certificate is an internationally recognized gold standard for wealth management professionals, providing consultants with a global passport to their careers and authoritative endorsement
- Empowerment of top knowledge system: CWMC provides systematic and cutting-edge knowledge courses including family wealth inheritance, global asset allocation, cross-border tax planning, ESG investment, intelligent financial technology application, etc., and constantly updates the knowledge base of consultants.
- Practical tools and system support: CWMC provides members with advanced analysis tools, business management systems and compliance and risk control support platforms to effectively improve the service efficiency and risk management ability of consultants.
- Elite community and resource sharing: Joining CWMC means entering a high-end network gathering global financial elites, realizing in-depth communication and resource coordination across regions and fields, and sharing high-end customer pipeline and global investment opportunities.
A successful conclusion: gathering strength to start again
Finally, all participants gathered for a group photo. This moment marked both the conclusion of the ceremony and the beginning of a new journey. The successful hosting of the CWMC Haikou Operations Center's Yuance Institution Inauguration Ceremony demonstrated CWMC's unwavering commitment to empowering financial professionals. Moving forward, CWMC will continue leveraging its platform advantages to equip more financial practitioners with professional expertise. We also look forward to collaborating with CWMC to cultivate outstanding wealth management consultants, inject fresh momentum into the financial industry, and jointly write brilliant chapters in the field of wealth management!
CWMC headquarters sent congratulations
CWMC Headquarters BoYan International extends warm congratulations on the establishment of Haikou Operation Center (Yuance)! This official accreditation not only marks a milestone in the development of both Haikou Operation Center and YuanCe, but also represents a significant step in advancing CWMC's global strategic expansion. With another landmark event—the July accreditation ceremony for —— Jiuyun Institution—the Haikou Operation Center is poised to become a key player in the industry landscape.
CWMC remains committed to empowering global financial professionals, cultivating them into elite wealth management talents for the new era. We firmly believe that through the continuous empowerment of the CWMC ecosystem, Haikou Operation Center (Yuance) will collaborate with outstanding financial peers. Leveraging the unique advantages of Hainan Free Trade Port, we aim to serve high-net-worth clients across South China and Southeast Asia with more professional, internationalized, and forward-looking wealth management solutions. Together, we strive to propel China's wealth management industry toward standardized, professional, and globally competitive development.
Warm congratulations to Source Agency for its official launch! Welcome more talented people who are willing to climb the peak in the field of wealth management to join the CWMC family!