Society for Financial Education and Professional Development
Home ] [ welcome ]
Home About Us Seminars Seminar Schedule Partners and Links FAQs Contact Us
 
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.


The Third Annual Financial Literacy Leadership Conference

The Society for Financial Education and Professional Development, Inc. is deeply grateful for the success of the Third Annual Financial Literacy Leadership Conference, held October 25-26, 2010. Such success was only realized due to the generosity of our sponsors, supporting partners, and conference attendees who are committed to increasing the financial literacy of Americans.

We appreciate each individual and organization’s representative who attended the conference. We extend special thanks to all of our speakers, workshop moderators, and panelists who volunteered their valuable time to share their knowledge and expertise with conference attendees. The knowledge shared will have a multiplied impact as each conference attendee uses the knowledge and information gained to develop, fine-tune, and target their financial education programs.

Each year we will continue to come together to address financial literacy issues and strategies to bring all Americans to the level where they can make sound and informed financial decisions that will enable them to maximize their financial resources.

Please visit our website on Wednesday, November 3, 2010 for a re-cap video presentation of the conference and to view pictures from the conference.

Theodore R. Daniels
President and CEO
Society for Financial Education & Professional Development, Inc.

Our Sponsors
     


Core Values

  • Progressive and innovative to ensure individual and organization success.

  • Satisfy our commitments.

  • Focused on customer service.

  • Add value to our partners' programs and initiatives.

  • Utilize the best talents to ensure responsiveness to partner needs.

  • Seek ways to enhance our knowledge and experience to ensure that we are at all times ready to meet the needs of our partners

 

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.


The SFEPD Newsletter - current and past issues

Summer 2010
Spring 2010
Winter 2010
Fall 2009

Summer 2009
Winter 2009
August 2008
May 2008

Click here to join our mailing list

 

 

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.

 

News
 
CEO Theodore Daniels was quoted in a recent article, "Financial stress responsible for high dropout rates, but those who survive can thrive."

The first annual report of the President's Advisory Council on Financial Literacy has just been released.  It is now available on the Treasury website


 

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

SFEPD Archive

 

Did you know...?

Millions of U.S. Taxpayers are eligible to claim the earned income tax credit, which can be worth as much as $4,824. Can you get this? For more information, browse to this article.

If you make more than the median income where you live, the law prevents you from filing bankruptcy.  You will be required to repay your debts over a three to five year period.

U. S. Department of Education reported that 9 million students submitted the “Free for Federal Student Aid (FAFSA) form for the 2008-2009 school year.

You can now lock down your credit history at all three major credit bureaus, to guard against identity theft.

A new bill passed by Congress will significantly increase funding for financial aid for college.

 
 


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

P. O. Box 23558
Washington, DC  20026

Copyright © 2009 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.