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.

Registration is Now Open: Ninth Annual Financial Literacy Leadership Conference
October 17-18, 2016
Atlanta, Georgia

Click here to go to the Registration Page

Every 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 field.

“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 personal finances.  

Our Expertise...

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 Acrobat)

The SFEPD Newsletter - current and past issues

Spring 2016
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.

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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



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 Financial adviser"

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, or adding 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

Web graphic – April 11-15, 2016 – National my Social Security Week 

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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