Skip Navigation
Library Training & Events Calendar

NCompass Live: Smart Investing: Reference Strategies and Resources - Recorded Online Session 


Learn how librarians can take advantage of "Smart Investing: Reference Strategies and Resources," a self-paced course to promote confidence and competence in responding to library customers’ questions on personal finance and investments. Presenters: Mary Jo Ryan, JoAnn McManus and Kathy Prochaska Que.

  • View Recording

  • Presentation via SlideShare
    NOTE: To print a copy of a slideshow you'll first need to download it to your computer. To download a slideshow, you will need to create your own free SlideShare account.

  • Links

This online training course was originally developed for Santa Clara County Library District (SCCLD) reference staff. It is available to all Nebraska librarians who would like to improve their reference strategies and knowledge of financial literacy concepts and resources. As a result of taking this course, you will be introduced to many useful web resources and will be directed to readings that will cover language, definitions, 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, 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

To supplement the information found in the Santa Clara curriculum, the Nebraska Library Commission has prepared a few helpful documents directing you to links to Nebraska-related sites and agencies.

This online curriculum is being offered as part of the Nebraska Library Commission and Northeast Library System’s "Smart Investing @ your library® Builds Nebraska Communities" project funded by a $100,000 FINRA Investor Education Foundation grant. Although the 23 public libraries participating in that project will benefit by receiving Financial Literacy Resource Kits and receiving customer financial literacy training in their libraries later this year, all of Nebraska’s public libraries are welcome to participate in the Santa Clara librarian online training. Starting this summer, all Nebraska libraries will also be invited to direct your customers to participate in the 4-week online Smart Investing @your Library® Training, written by Iowa State University Extension and available through the Nebraska Library Commission’s NCampus.

For more information, to register for upcoming NCompass Live events, or to listen to recordings of past events, go to the NCompass Live Webpage.

Apply for Nebraska Library Commission C.E. Credits - Report your C.E. Activity - You must include your name and your library name. We will assume you watched this recording on the date of the email, unless you tell us otherwise. Please feel free to include any comments about the session as well. Check the C.E Guidelines for information on earning C.E Credits. Please email Laura Johnson, Continuing Education Coordinator, with questions about C.E. Credits. 

Class Format
Recorded Online Session
Date Recorded Length
4/30/2014 63 minutes
No Charge
Mary Jo Ryan, Kathy Prochaska Que JoAnn McManus
CE Hours
For Further Information Sponsor
Christa Burns
402-471-3107 or 800-307-2665
Nebraska Library Commission