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.
Registration is Now Open: Ninth Annual Financial Literacy
here to go to the Registration Page
October 17-18, 2016
fall, SFE&PD hosts an annual professional development
conference to bring together educators and other
professionals in the financial education sector and
provide an opportunity to network, learn new ideas, and
develop innovative strategies to increase the financial
literacy of Americans nationwide. This year, we are
pleased to be hosting the conference in Atlanta, and are
adding a special networking session for attendees. Our
conference is recognized as one of the most important
information-gathering events in the financial literacy
“Financial Literacy: What's
Trending?” is the theme for this year’s
conference. Financial education experts, researchers,
senior government officials, and key panelists will speak
and present the latest trends and cutting-edge approaches
in financial literacy. Conference attendees will leave
with actionable steps that can be taken to increase the
effectiveness of their financial literacy programs and
The Society for Financial Education and Professional Development
(SFE&PD) has a proven track record as a national leader in the
financial literacy field in the United States.
Established in 1998,
SFE&PD is one of the
first educational nonprofits to deliver customized financial
literacy programs and professional development opportunities
for financial educators nationwide.
SFE&PD provides strategic guidance to help organizations with their
financial literacy efforts. SFE&PD conducts financial
education training in the workplace for the Federal government
and private organizations and has expanded its expertise to
include the development of financial literacy curriculum for
government, corporate clients and educational groups.
Since 2001, SFE&PD has presented personal financial management
seminars to more than 300,000 individuals, including 225,000
students at 90 colleges and universities, primarily at
Historically Black Colleges and Universities (HBCUs). SFE&PD
also hosts an innovative Annual Financial Literacy Leadership
Conference for educators, policy makers, nonprofits, the
private sector and interested citizens to share best
practices. New strategies and techniques are identified as
specific topics are covered by noted experts in financial
education. SFE&PD will host its 9th annual
conference in fall 2016.
SFE&PD develops and presents a series of seminars called "Mind Over
Money Skills," which includes "Credit Management” and
“Personal Money Management” seminars/workshops for college
students and employees in the workplace. Investor Education
and Homeownership seminars and webinars are also presented for
students and professionals. These personalized seminars are
designed to teach individuals the strategies and the
intricacies of personal financial management that they may not
get elsewhere (or learn too late). Through these highly
acclaimed financial literacy seminars and workshops,
individuals gain a better understanding of personal finance as
well as practical financial management strategies and economic
skills for use in everyday life. Armed with financial
knowledge, individuals can make informed decisions regarding
credit, spending, saving, investing, retirement planning,
estate planning, and other personal financial matters.
SFE&PD’s trailblazing approach to financial education has inspired many
organizations to create new financial literacy initiatives,
and SFE&PD has won national awards for its educational
leadership efforts. The
U.S. Department of Treasury’s Office of Financial Education
has recognized SFE&PD’s seminars for meeting their criteria
for effective financial education programs.
Downloadable brochure (PDF files, requiring Adobe
Newsletter - current and past issues
Special Tax Issue 2013
WhatsMyScore.org - offers resources to
help you manage your credit and maximize your credit
- 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
LowerMyBills.com - a one-stop
destination that enables you to compare rates from
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
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
Debt Collection video from the Federal Trade
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
to join our mailing list
Some helpful links
401(k) "Save the Max" Calculator
Employees can use it to determine how much to put away each pay
period to contribute the IRS maximum limit in 2013.
Education - offers resources to help you plan
for-and pay for- college.
Credit Hotel - a game to help you improve your
for stock quotes and market news
tips from the "Choose
to Save" Website
for stocks and mutual funds
Financial Services for research and analysis
of mutual funds and other collective investments
An extensive listing of scholarships that you can
About Mutual Funds
Federal Trade Commission - resources for
preventing, detecting, and reporting identity theft.
is the official job site of the U.S. Federal Government.
It's your one-stop source for Federal jobs and
Mutual Funds: Investing in America's Future -
A directory of mutual funds who are members of the
Investment Company Institute.
|2012 - Open Rating, Inc.,
a Dunn and Bradstreet company, issued a five 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:
- Order Accuracy
- Business Relations
- Customer Support
May 21, 2016 - Theodore Daniels is quoted in a column in the
Washington Post by Rodney Brooks,
"Good References are Key in the Search for a
National Retirement Planning Week: April 11-15, 2016
It's National Retirement Planning Week -
a national effort to encourage Americans to plan for their
financial needs in retirement. Spend some time this week
trying out a
retirement planning calculator,
up your sources of retirement income,
or checking your Social
Security statement online.
You can start with small, simple planning steps and build
from there throughout the year. To learn more visit
Article by Ted Daniels: "What
You Should, But Might Not Know About Financial Literacy"
November, 2015 -
Ted Daniels pictured with Nat Sillin, VISA, Inc., Bill
Cheeks,Jump$tart Coalition for Personal Finanical Literacy,
Wynne Lum,Bank of America and Dan Hebert, Jump$tart
Coalition for Personal Financial Literacy at the 2015
Jump$tart National Educator Conference.
October 7, 2015 - Theodore Daniels, Founder and President of
Society for Financial Education and Professional
Development, Inc. (SFEPD) writes about how to change the
wealth gap in the
October 5, 2015 - UNCF and Lilly Endowment announce a $50
million initiative to better prepare students for 21st
Century Jobs. Click
here for more details.
August 5, 2015 - The U. S. Federal Financial Literacy and
Education Commission 2015 report recognizes the Society for
Financial Education and Professional Development, Inc. for
its work with college students. Click
here for more information.
August 3, 2015 - SFEPD partner Ally
Named Money Smart Week's 2015 Strategic Partner
by Money Smart Week Michigan Coalition
This August 14, the Social Security Act turned 80 years
On July 1, 2015, Ted Daniels conducted a Global Economics
and Personal Financial Seminar at the Jump$tart Coalition
for Personal Financial Literacy Teacher Alliance Training.
Theodore Daniels wrote two articles that were included in
Financial Literacy special publication
in the San Francisco Chronicle.
R. Daniels served
as a key expert in the development of the Asian Pacific
Economic Cooperative Guidebook on Financial and Economic
Literacy in Basic Education. The Guidebook demonstrates how
to design and implement learning activities related to
financial and economic literacy in primary and lower
secondary schools. To review the guidebook click
Browse to our
for previous news releases, newsletters, and other information.
BusinessInsider.com describes four
tax breaks every college student should know about. With the
national student debt past the $1 trillion mark, now would be a
good time to review some of the most lucrative tax breaks for
ASSISTANCE - Employees can exclude up to $5,250 annually in
employer-provided education assistance from income and
employment taxes, while employers can deduct up to $5,250
annually for qualified education expenses paid on behalf of an
employee. The 2012 Act makes these provisions permanent.
SCHOLARSHIPS - The 2012 Act makes permanent the exclusion from
income for income tax purposes of scholarships from the National
Health Services Corps Scholarship Program and the Armed Forces
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.