Friday, June 14, 2013

July: Investment Research 101

Location: Online
$250 (Simmons GSLIS Alumni Price $200)
July 1 - July 31, 2013 - PDPs: 15
Preview this workshop here.
Whether you work in a public, academic or corporate library, you may be asked for help with investment research questions. In public libraries, many patrons are facing difficult financial planning choices and are looking for the best resources to guide their decisions. In academic libraries, students taking finance, accounting and strategic management courses are also looking for help with research strategies and sources in the investment area. In corporate libraries you may be asked to compile dossiers on companies and industries to guide investment choices.
Over a four week period, this course provides resources to understand basic concepts in investment research and helps you learn to strategies to optimize your research. Topics covered include personal finance, real estate, banking products, stocks, bonds, mutual funds, IRAs, other retirement funds, insurance, and taxation.
Sources explored in the course will include major free web resources, such as Edgar, the U.S. Securities and Exchange Commission's free database, the government’s Bureau of Economic Analysis, and FINRA, the Financial Industry Regulatory Authority’s website, and the U.S. Census website. The workshop will also include trial logins from Mergent Online and other selected business databases.
Students will work on case studies of various research examples to gain a good understanding of how to tackle basic investment research questions typically found in library work and will be able to share their responses with colleagues via the discussion list. Students will also focus on a short library or research project of interest to them and complete it over the course of the four weeks. A bibliography of further reading in business research will be made available via the course. Time commitment: approximately 15 hours total or about 3.75 hours per week.
Sharon Radcliff: Sharon Radcliff (MLIS, MA) has been the business librarian at Saint Mary's College in Moraga, California for the past eleven years. She has also taught Business Research 101 and 102 at Simmons Graduate School of Library Science and English reading, writing and information literacy courses at various Bay Area colleges for the past several years.
Please note: While we try to be as accurate as we can be with our workshop descriptions, please contact GSLIS CE or the workshop instructor to ensure that the class meets your expectations for content, format, rigor, etc.

Questions? Email us at or call (617) 521-2803

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