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 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 240,000 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 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, the faith-based community, 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
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
Financial Literacy for Communities
Financial Literacy for Faith-Based Institutions and Divinity Schools
Financial Literacy in the Workplace
Homebuilder Helps Millennials Pay Student Loans & Get House
2017 Conference PowerPoint Presentations
Comcast News Interviews Ted Daniels
2017 Conference Press Release
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.