那是要考试取得资格的,请看《个人理财-fpcc惟一授权考试指定用书》 1《个人理财》fundamentals of financial planning 2《投资规划》investment plannig 3《员工福利与退休计划》employee benefits and retirement planning 4《个人风险管理与保险规划》r**k management and insurance planning for individuals 5《个人税务与遗产筹划》tax and estate planning