Bringing the Program to Your Library

Guidelines for Library to
Participate in
Financial Fitness @ Your Library


We are now expanding the financial literacy workshops statewide.  Would you like to have this series at your library?

Deadline to submit applications for Spring 2018 workshops is March 1. The deadline for the rest of 2018 and Spring 2019 is May 31, 2018. 

About the Project

Friends of Libraries in Oklahoma (FOLIO) received a grant in 2016 to conduct six-week financial education workshops in several library locations. The grant is a part of the Smart Investing @Your Library® national project of the FINRA Investor Education Foundation and the American Library Association. The Oklahoma Department of Libraries is a cooperating statewide partner.

The series is designed to teach people about personal finances. The adult curriculum was developed by the Consumer Credit Counseling Service of Central Oklahoma and other curricula by the National Endowment for Financial Education.

Information about the current workshops, money management resources, and many other support materials (i.e., press releases, flyer drafts) are on this website ( under Resources for Librarians. In addition, you will find Smart Investing @ Your Library Training Modules with CEUs available through ODL.

Grant and FOLIO furnishes –

  • Curriculum with PowerPoint
  • Payment for the speaker ($35 per week for six weeks and an additional $35 for evaluation) and mileage, if needed.
  • Coordinate food for participants. The grant will reimburse $10/person per session. (Some Friends’ groups have been willing to pay and be reimbursed.)
  • Advertising money, promotional giveaways (calculators, stress balls), marketing assistance, targeted Facebook ad.
  • $1,000 for the library’s personal finance collection (Recommended materials list is available.)
  • Hand-outs – A list of free government information for libraries to order as giveaways.

Guidelines – FINRA needs to approve all instructors. Instructors cannot be financial professionals (like bankers, securities agents) but can be credit union employees, teachers, college faculty, OSU extension staff, etc. Promotional materials may be given to students but not gift cards. (Door prizes are often fun and may be solicited from local organizations and businesses. One library gave away a tablet to a teen group.) Marketing materials must include sponsors and be approved. (Examples are available.)

Libraries will –

  • Complete this form by the deadline.
  • Identify a speaker and send a short résumé for approval to the project principal or project director, at least six weeks before the program begins.
  • Identify workshop location, dates and times, at least six weeks before the program, and report them to the project director.
  • Plan and implement marketing to reach library users as well as nonusers. (Ideas are available under Librarian Resources on the website.)
  • Order consumer financial materials to build on their library resources. Report use statistics by May 31, 2019.
  • Put together a financial resource display in the library or at the workshop site. (Some libraries have had workshops in senior centers, Boys and Girls Clubs, job sites, as well as libraries.)
  • Have a staff or Friends’ member attend the workshop and help capture stories from the participants about what they have accomplished throughout the classes. Please forward to the evaluator at the end of the workshop. (Examples – Opened my first savings account. Balanced my checkbook for the first time.) Staff member will write a short summary of the workshop, library marketing, and impressions of the workshop success. Send photographs of the workshop, displays, and examples of marketing materials for reporting.
  • Distribute evaluations at each session and forward to project director at the end of the series.
  • Report attendance totals for each session at the end of the series.



The main contact for this project is Sharon Saulmon, Project Principal, at Scott Beckes is the Project Director and can be reached at If you have questions, call Sharon at 405-210-7406 or email either.

If you’d like to talk with someone who has had a successful program, contact