1, professional subjects:
(1) investment planning, including investment theory, bond investment and analysis, stock investment and analysis, option theory and practice, etc.
(2) Employee benefits and retirement plans: including employee benefits and retirement plans;
(3) Personal taxation and estate planning: including an overview of China's tax system, optimization design of specific taxes, tax optimization of personal tax-related activities, tax optimization of personal cross-border income, etc.
(4) Personal risk management and insurance planning: including health and accidental injury insurance, group life insurance, life insurance product analysis, property and liability insurance, life insurance demand analysis and comprehensive planning.
2. Comprehensive subjects: there is a comprehensive case analysis section, including comprehensive financial planning cases, case demonstrations, case production and publication.