Society for Financial Education and Professional Development
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Our Mission...

The primary mission of this non-profit organization is to enhance the level of financial and economic literacy of individuals and households in the United States and promote professional development at the initial stage of career development and mid-level management.

Our Expertise...

Our expertise is the development and presentation of customized financial education and professional development seminars and workshops.

The Society has developed and presented a series of seminars under the title of "Your Future Counts," which includes "Credit Management” and “Personal Money Management” seminars for college students. Investor Education and Homeownership seminars are also presented.

The seminars, developed and presented by the organization, are designed to expose individuals to the fundamentals, strategies and the intricacies of personal financial management that they may not get elsewhere (or learn too late). Through these seminars individuals are gaining a better understanding of personal financial management and other economic topics as well as practical uses of financial management strategies and economic skills in everyday life. With this knowledge individuals are able to make informed decisions regarding credit, spending, saving, investing, retirement planning, estate planning, and other personal financial matters. Since inception, the organization has presented personal financial management seminars on the campuses of over 70 colleges and universities.

The U. S. Department of Treasury’s Office of Financial Education has recognized our seminars as having met the criteria for effective financial education programs as identified by that office.

Downloadable brochure (PDF files, requiring Adobe Acrobat)

The SFEPD Newsletter - current and past issues

Winter 2012
Fall 2011
Summer 2011
Spring 2011
Winter 2011
Fall 2010
Summer 2010
Spring 2010
Winter 2010
Fall 2009

Summer 2009
Winter 2009
August 2008
May 2008

 

Specialty Sites

Financial calculators - specialized calculators to help you figure out how to pay off a loan, what your mortgage payment will be, or a large variety of other financial matters.

Moneyaisle.com - an online auction marketplace where consumers find great rates on Bank CDs and High-Yield Savings accounts, absolutely free.

LowerMyBills.com - a one-stop destination that enables you to compare rates from over 500 service providers across multiple categories, including home loans, credit cards, auto and health insurance, and long-distance and wireless services.

Social Security Retirement Estimator - The Estimator is a very easy to use on-line calculator that helps you see an estimate of what your benefit will be at age 62, at full retirement age, and at age 70.

Debt Collection video from the Federal Trade Commission - It's especially important during uncertain economic times that people know how to manage not only their debt, but also their interactions with debt collectors. To remind people of their rights - and debt collectors of their obligations - the FTC issued this video in English and Spanish.


Click here to join our mailing list

 

 
425 Ways to Stretch Your $$$$ is a book that offers practical, easy-to-implement tips to help you save money. Click on the image to purchase and download a copy.

Some helpful links

The Bad Credit Hotel - a game to help you improve your credit score.

Yahoo Finance for stock quotes and market news

Savings tips from the "Choose to Save" Website

Morningstar for stocks and mutual funds

Lipper Financial Services for research and analysis of mutual funds and other collective investments

Scholarship Opportunities
An extensive listing of scholarships that you can apply for

About Mutual Funds

Federal Trade Commission - resources for preventing, detecting, and reporting identity theft.

USAJobs is the official job site of the U.S. Federal Government. It's your one-stop source for Federal jobs and employment information.

Mutual Funds: Investing in America's Future - A directory of mutual funds who are members of the Investment Company Institute.

 

2011 - Open Rating, Inc., a Dunn and Bradstreet company, issued a four and one-half star past performance rating of the Society for Financial Education and Professional Development, Inc. (SFEPD), based on a confidential survey of its partners and sponsors. The following components were included in the survey:
  • Reliability
  • Cost
  • Order Accuracy
  • Delivery/Timeliness
  • Quality
  • Business Relations
  • Personnel
  • Customer Support
  • Responsiveness
Parent and Child Talk
Kevin: Uncle Ted I’d like to borrow $500.00 from you. I can pay it back one year from now.

Uncle Ted: Well, Kevin, if I loan you $500, you will have to pay me $525 one year from now.

Kevin: Uncle Ted that’s not fair. I’m your nephew. You shouldn’t try to get a profit from me. Uncle.

Ted: You’re wrong Kevin. I just don’t want to lose money for doing you a favor. You must realize that if I loan you the money I will have to take it from investments earning 5% that I currently own. Therefore, I’m asking you to pay me the $25 I would have earned if I hadn’t loaned you the $500. Now doesn’t that sound fair?

Kevin: I guess you’re right Uncle Ted. You should not be penalized for trying to help me.

News
Read CEO Theodore Daniels' blog on the Huffington Post.

Latest entry (January 12) - "New Year's Resolution: Take Charge of Credit/Debt Management"


Browse to our Archive page for previous news releases, newsletters, and other information.

SFEPD Archive

 

Did you know...?
Based on data from the Center on Budget and Policy Priorities and the Social Security Administration, 54.8 percent of Americans 65 and older receive more than 50 percent of their income from Social Security benefits. Additionally, 25.7 percent receive more than 90 percent of their income from Social Security benefits.
 
 


President and CEO: Theodore R. Daniels
tdaniels@sfepd.org

P. O. Box 23558
Washington, DC  20026

Copyright ? 2011 Society for Financial Education and Professional Development. All rights reserved

No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on this Site or by any hyperlinks to or from any third party websites or pages.