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Insider Article [October 2012] [09/25/12] (Free Smart Investing Professional Development Course for
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Free Smart Investing Professional Development Course for Reference Staff Anywhere, Anytime

Increase your confidence and competence handling personal finance and investing questions with Smart Investing: Reference Strategies and Resources, a free, self-paced professional development course developed by Santa Clara County Library District with Infopeople. As long as you have an internet connection, it is available to any librarian, anywhere and anytime. The course is designed to improve reference strategies and knowledge of financial literacy concepts and resources so that staff can respond to questions on personal finance and investment. Resources and concepts in a variety of financial areas are covered, 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

The course is also a handy resource to use at the reference desk. The FINRA Investor Education Foundation  funded the development of this course through the Smart Investing @ your library® initiative in a partnership with the American Library Association.