個人理財試算	Kiplinger - personal finance information and business forecasts Money Magazine MSN MoneyCentral Mutual Funds Investments Financial Planning Software — Quicken S&P Personal Wealth Smartmoney.com— Investing, Saving and Personal Finance
線上學習	麻省理工學院開放式課程首頁英文版 Thomson Learning - Your Learning Solutions Partner 麻省理工學院開放式課程首頁中文版
市場指數資料	Barra Research Independence Investments Lipper A Reuters Company Morningstar MSCI Performance Benchmark S&P Indices
財務規劃師認證	Certified Financial Planner Board of Standards 臺灣理財顧問認證協會FPAT
投資組合管理	InvestorLinks - Financial Directory Journal of Finance Planning