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SFE&PD 10th Annual Financial Literacy Leadership Conference

"Financial Reality vs. Financial Behavior"

Join us as SFE&PD celebrates the 10th Anniversary of our Annual Financial Literacy Leadership Conference!  A special celebration is planned for the evening of the first day of the conference.  Don't miss out on a great opportunity to network with colleagues and increase your financial knowledge!  

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.

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

Summer 2017

Spring 2017

Winter 2017

Fall 2016

Summer 2016

Spring 2016

Winter 2016


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



Register for the 2017 Financial Literacy Summit
Visa Inc. and the Federal Reserve Bank of Chicago celebrate their 11-year partnership co-hosting the Financial Literacy Summit. The 2017 program focuses on overcoming barriers to universal financial education. The Summit will explore global challenges, including the gender gap and harnessing innovation in technology to improve financial education. The event convenes senior international financial education experts from governments, the financial services industry, NGOs, the news media and academia. To attend the event in person at the Federal Reserve Bank of Chicago or view the webcast, register here: Join the conversation online and share your participation in the 2017 Summit and include the event hashtag #FinLitSummit in your tweets.

March 2017 - SFE&PD's Founder and President Ted Daniels was quoted in an article, "The Retirement Crisis Facing African Americans."

February, 2017 - SFE&PD's Founder and President Ted Daniels speaks at the 20th Annual Wall Street Project Economic Summit in New York City highlighting the need for financial literacy in minority communities. Click here to see a video of the presentation.


We recently participated in Mediaplanet’s Financial Literacy campaign where we united with likeminded industry leaders to educate and empower Americans to act on better managing their personal finances by providing them with the knowledge, skills and confidence to make responsible financial decisions. The campaign was distributed through USA TODAY on December 29th 2016 and is published online. For the full campaign, visit:

September 28, 2016: Ted Daniels wrote an article for the Huffington Post: "Why Teaching Financial Literacy to Seminarians Makes Sense"

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"

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

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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