Society for Financial Education and Professional Development

Theodore R. Daniels

Theodore R. Daniels is founder and president of the Society for Financial Education and Professional Development, Inc. (SFEPD).  Established in 1998, SFEPD is a non-profit organization whose mission is to enhance the level of financial and economic literacy of individuals and households in the United States and to promote professional development at the early stages of career development through mid-level management.  Under his leadership SFEPD has become one of the leading financial literacy and professional development organizations in the United States.  On December 3, 2009, the Federal Deposit Insurance Corporation (FDIC) awarded SFEPD the Chairman’s Award for Excellence and Innovation in Financial Education in recognition of Mr. Daniels’ work in providing financial literacy training to students of historically black colleges and universities. His organization is also a partner of the Financial Services Roundtable, which represents the largest financial services corporations in the country.  In addition, the U.S. Department of Treasury’s Office of Financial Education has recognized SFEPD seminars for meeting their criteria for effective financial education programs. Recently, Mr. Daniels delivered a keynote address on the United States financial and economic literacy programs and initiatives at the Asia-Pacific Economic Cooperation’s (APEC) in Beijing, China.

In 2008, Mr. Daniels was appointed by President George W. Bush to serve on President’s Advisory Council on Financial Literacy.  He continued to serve in this role under President Barack Obama through January 2010.  Mr. Daniels has served as a member of the Board of Directors of the Certified Financial Planners Board of Standards.  He is the current Treasurer of the Alliance for Investor Education.  He is also on the Advisory Boards for the College of Business  at South Carolina State University. Mr. Daniels was recently elected Vice President of the Alliance for Investor Education.

The impact of his advocacy of financial literacy was extended to include adolescents in 60 countries when he was selected by the U.S. Department of Education to participate in an unprecedented effort to incorporate financial literacy into the Program for International Student Assessment (PISA), a worldwide evaluation of the scholastic performance of 15-year-olds that has been conducted every three years since 2000. Another indicator of his commitment to the concerns of young people is his service as a board member of the National Center for Children and Families in Bethesda, Maryland, an organization whose outreach to homeless families, victims of domestic violence, and vulnerable adolescents includes residential programs, foster care, social services, parenting education and transitional housing.

During his career, Mr. Daniels has written a financial education newsletter and a syndicated personal financial education column, and produced a syndicated financial education television series broadcast on the Public Broadcasting System (PBS) and cable systems nationwide.  He has designed, developed and conducted seminars for small groups and large organizations of national prominence, and also spent several years as a lecturer in economics at American University.  He has worked with individuals as a professional financial advisor, and has consulted with small businesses in managing their financial assets and operations.  Because of his financial expertise, Mr. Daniels has been quoted by numerous newspapers and magazines, including the Dallas Morning News, Atlanta Constitution and Journal, Denver Post, USA Today, CNN Money, Black Enterprise and Jet Magazine regarding matters of personal finance of interest to broad audiences of readers. Recently, Mr. Daniels was chosen by the U.S. Conference of Mayors to lend his expertise to the evaluation of the substantive value and impact of grant proposals submitted to acquire funding of financial literacy programs to be developed and implemented in cities throughout the country.

Mr. Daniels has a Bachelor of Science degree in Business Administration with a concentration in Economics and Accounting from Fort Valley State University and a Bachelor of Laws degree from John Marshall Law School.  He is an honorary member of the Golden Key Honor Society and Sigma Beta Delta International Honor Society in Business, Management and Administration.