Continuing Education News

Posted on: May 22, 2014

Smart Investing: Reference Strategies and Resources

Available to all librarians who would like to improve their reference strategies and knowledge of financial literacy concepts and resources.

The goal of the course is to promote confidence and competence in responding to your library patrons' questions on personal finance and investment. As a result of taking this course, you will understand the language and concepts in a variety of financial areas, including:

Personal financial planning and budgeting
Banking and banking products
Basics of investment
Investing in stocks, bonds (corporate and government), and mutual funds
Evaluating stocks using company and industry information
Mortgages, short sales, first-time home buying, and real estate as an investment
Retirement accounts, including IRAs and 401(k)s

Smart Investing @ the Library
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