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.

Click below for a slide show of SFEPD's Eighth Annual Financial Literacy Leadership Conference.

Click below to view a video that captures a snapshot of the conference synergy.

Dear Partners, Colleagues and Friends,

Thank you for your participation and for making the 8th Annual Financial Literacy Leadership Conference a success! It is an honor to be able to collaborate with educators, public officials and social service providers who care deeply about financial literacy. 

We greatly appreciate the feedback we received from conference surveys so we can continue to meet your needs as partners in the financial education field. The surveys were extremely helpful. We learned that your expectations were met by the conference and our dynamic speakers -- from government, nonprofits, and industry – shared relevant financial literacy information not provided elsewhere. 

We have taken note of your suggestion that because of the cohesive group dynamics, there is an interest in more opportunities to network together, and therefore next year we will provide a new Meet & Greet Networking Session at the 2016 Annual Financial Literacy Leadership conference!   

Please check out our website –  for SFE&PD’s conference slideshow and a video that captures a snapshot of the conference synergy. In addition, we have posted the conference presentations.  Stay tuned for our updates about next year’s conference so you can join us again and mark the dates on your calendars. Don’t forget to follow us on Facebook, LinkedIn and Twitter as we expand our Social Media reach.

Best wishes to you during the holiday season and we look forward to our continued association in 2016!  


Theodore R. Daniels
Founder and Present
Society for Financial Education and Professional Development, Inc. (SFE&PD)  


Click here for conference presentations

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 "Mind Over Money Skills," which includes Credit Management, Personal Money Management, Investor Education, and Homeownership.

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 90 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. On December 9, 2009, the organization received the FDIC Chairman's Award for Excellence and Innovation in Financial Education.

Downloadable brochure (PDF files, requiring Adobe Acrobat)

The SFEPD Newsletter - current and past issues

Winter 2016
Fall 2015

Summer 2015
Spring 2015
Winter 2015
Fall 2014
Summer 2014
Spring 2014
Fall 2013
Summer 2013
Special Tax Issue 2013
Winter 2013
Fall 2012
Summer 2012
Spring 2012

Specialty Sites - offers resources to help you manage your credit and maximize your credit score.

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



Some helpful links

FINRA's 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.  

Adventures in Education - offers resources to help you plan for-and pay for- college.

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.


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:
  • Reliability
  • Cost
  • Order Accuracy
  • Delivery/Timeliness
  • Quality
  • Business Relations
  • Personnel
  • Customer Support
  • Responsiveness



Summer applications for the Federal Diversity Internship Initiative are due January 15, 2016! You still have time to pursue a unique opportunity to intern with the federal government, but you have to act now!

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 Washington Informer.

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 old!

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.

SFEPD President Theodore Daniels wrote two articles that were included in Media Planet's Financial Literacy special publication in the San Francisco Chronicle.

Theodore 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 here.

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

SFEPD Archive


Helpful Information 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 college students...

Read more at:

Tax Note
EMPLOYER-PROVIDED EDUCATION 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 Scholarship program.

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

P. O. Box 23558
Washington, DC  20026

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