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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: http://pmsfl.us/1lblUOY 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: futureofbusinessandtech.com.

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.

 

Slide Show: SFEPD's Eighth's Annual Financial Literacy Leadership Conference - October 26-27, 2015



Video: Participants' impressions of the conference

 

 

March 26, 2015 - Theodore R. Daniels, Founder and President of SFEPD with fellow South Carolina State University's College of Business Advisory Board members join Magic Johnson at the college's Executive Speakers series event. (Click on the photo for a larger version)

March 30, 2015 - Susan Baudoin, a member of SFEPD's Teacher Advisory Council, receives Financial Education and Capability Award for dedication and success in delivering financial education in Prince George's County Public Schools.

 

Feb. 5, 2015 - Mr. Daniels was a guest on the radio show "Healthy, Wealthy and Wise" on WURD 900 AM in Philadelphia.

 

 

Click here to view the 2014 Year In Review letter by Mr. Theodore Daniels, Founder and President (PDF file)

May 13-14, 2013 - Financial Capability and Asset Building: Curriculum for Professional Education
Theodore Daniels, Founder and President, speaks at Financial Capability and Asset Building: Curriculum for Professional Education
Location: Washington University in St. LouisThe Brown School of Social Work
Center for Social Development
 

April 24-25, 2013 - Named as a top presenter by his colleagues for his keynote speech at the Asia-Pacific Economic Cooperation’s (APEC) April conference in Beijing, China, SFEPD Founder and President Theodore Daniels is a globally recognized leader on U.S. financial and economic literacy.

Click on the photo for a full-size view of Mr. Daniels and other participants.
 

 

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.

Click here to view PowerPoints of conference presentations.

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

 

 


Fourth Annual Financial Literacy Leadership Conference
Theme: "Financial Literacy in Practice"


Dear Partners, Colleagues, and Friends,

We thank our conference sponsors, attendees, speakers, partners, and volunteers for a successful Fourth Annual Financial Leadership Conference. Through your participation and support you have helped make the conference an effective forum for financial educators, researchers, and financial education policymakers.  Working together, we can meet the challenge of making financial literacy/capability a reality for all Americans.

We are excited about all that was accomplished and look forward to next year's conference.

Theodore (Ted) R. Daniels
President and CEO
Society for Financial Education and
Professional Development, Inc.

Conference Presentations are available by clicking here.

 

 

 

Society for Financial Education and Professional Development, Inc.
2120 Washington Blvd, Ste 400, Arlington, Virginia 22204
703.920.3807(p) 703.920.3809(f)
http://www.sfepd.org

 


Event: MAKING SEN$E OF YOUR DOLLARS AND CENT$, Financial Literacy Workshop, Saturday, April 30, 2011, sponsored by Congressman Steny Hoyer's Office.

Ted Daniels, President and CEO of SFEPD provided a Personal Money Management Seminar.

Ted Daniels, President and CEO of SFEPD with constituents from Steny Hoyer?s 5th Congressional District of Maryland

Una Daniels-Edwards, SFEPD Vice President, with Congressman Steny Hoyer


April 15, 2011 - The Jump$tart Coalition, the Council for Economic Education and JA Worldwide presented Financial Literacy Day on Capitol Hill.  Held in conjunction with the offices of U.S. representatives Judy Biggert and Rubén Hinojosa, this event brought together more than 50 financial literacy exhibitors offering the latest information on financial literacy education.  The Society for Financial Education and Professional Development, Inc. exhibited at the event.

SFEPD President and CEO Ted Daniels with Daniel Kahikina Akaka, Senator from Hawaii.
Ted Daniels with Laura Levine, executive director of the Jump$tart Coalition for Personal Financial Literacy

 


December 17, 2010 - CEO Theodore Daniels wrote an article published on the Huffington Post, "Near-End Tax Planning: Maximimzing Eligible Deductions and Credits"


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.

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


Selected presentations from the conference

Workshop II: Methods and Strategies for Teaching Financial Education to Children
Network for Teaching Entrepreneurship - by Julie Kantor

Workshop III: Methods and Strategies to Market Financial Education
Telling a Good Story: The Art of the Pitch - by Keith Blackman

Workshop IV: Methods and Strategies to Provide Financial Education for People with Disabilities
Financial Literacy: Next Steps - by Michael Morris and Susan Wilschke

Workshop V: What Every Financial Educator Should Know About the Credit Card Act of 2009, Credit Scoring and Financial Reform
What You Need to Know: New Credit Card Rules - by Yvonne Cooper and Paul Panichelli

Workshop VI: Cultural Differences and Financial Education
Cultural Differences and Designing Financial Education - by Holly Chase

Workshop VII: Methods and Strategies to Provide Financial Education to the Elderly
Strategies to Meet the Financial Education Needs of the Elderly - by M. Cindy Hounsell and Brent Neiser

Plenary Session: Financial Literacy Research, Surveys, Evaluation and Analysis - by John Gannon, Dr. Tahira Hira and Joanne Yoong


Our Sponsors
     


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


Society for Financial Education and Professional Development, Inc.
recipient of the FDIC Chairman’s Award for Excellence and Innovation in
Financial Education

December 8, 2009

WASHINGTON, DC — Society for Financial Education and Professional Development, Inc. (SFEPD) was selected as a recipient of the Federal Deposit Insurance Corporation (FDIC) Chairman’s Award for Excellence and Innovation in Financial Education for the Atlanta Region. Theodore R. Daniels, Founder and CEO of the Society for Financial Education and Professional Development, Inc. accepted the award.

FDIC announced on December 3, 2009 the recipients of the FDIC Chairman’s Award for Innovation in Financial Education at the National Press Club in Washington, DC. The primary purpose of the FDIC Chairman's Award is to recognize excellence and innovation in financial education, and also highlight potentially replicable best practices. These non-monetary awards are the final component of the FDIC’s 75th anniversary observance and meant to demonstrate the Corporation’s ongoing commitment to financial education and helping consumers use financial services effectively.

“I commend everyone nominated for the award for their dedication to empowering consumers to make informed financial decisions by providing financial education in their own unique or innovative ways,” said FDIC Chairman Sheila Bair. “Over the FDIC’s more than 75-year history, we have witnessed plenty of change. In a changing world, one thing is clear: financial knowledge helps consumers navigate through choices, know what questions to ask, and be prepared to make informed financial decisions.”

The award recipients were selected using a scorecard that took into account the nominee’s results, program innovation and program content. Other factors taken into consideration included whether nominees used a creative or novel approach, whether they captured a new or non-traditional audience and what measures they used to determine effectiveness.

SFEPD was one of several organizations/individuals throughout the country selected for this award. Society for Financial Education & Professional Development, Inc. is a non- profit organization founded in 1998 by Theodore R. Daniels for the purpose of providing financial education seminars to college students, particularly those attending historically Black colleges and universities. Working with faculty and administrators of hosting universities, SFEPD customizes seminars and workshops to meet the needs of the targeted audience. SFEPD has reached more than 50,000 students since inception in 1998, including more than 16,000 students in the 2007-2008 academic year.

Mr. Daniels has more than 34 years of experience in personal financial management and investments. In 2008, he was appointed to serve on President George W. Bush’s Advisory Council on Financial Literacy. He continues to serve in this role under President Barack Obama’s administration. Mr. Daniels is a member of the Board of Directors of the Certified Financial Planners Board of Standards. His organization is also a partner of the Financial Services Roundtable, which represents the largest financial services corporations in the country.

For additional information about the event, or the Society for Financial Education and Professional Development, Inc. and its programs, please contact Una Daniels-Edwards at 703-920-3807.
 


Dear Colleagues and Friends:

Thanks for your support of and participation in our Second Annual Financial Literacy Leadership Conference, held October 5-6, 2009, here in Washington, D.C.   We are grateful for the financial support of our sponsors The Charles Schwab Foundation, Bank of America, and GMAC Financial Services, Inc.   We also thank all of the many organizations that distributed information about the conference to their respective members and constituent groups.  Your faith and trust in us is greatly appreciated.  

A special thanks to those of you who have sent email messages or called to share positive views about the timeliness of the subject matter covered, the speakers, and the overall management of the conference.   

We see great promise in the future of financial literacy.   As we continue to work together to enhance the financial literacy of Americans, every household will become capable of maximizing, and efficiently, using the financial resources available to them during their lifetimes.  This will ultimately lead to a more efficient and stable American economy.  

We look forward to you joining us next year for our Third Annual Financial Literacy Leadership Conference.  

Best Regards,

Theodore R. Daniels
President/CEO, Society for Financial Education and Professional Development
Member, U. S. President’s Advisory Council on Financial Literacy

Click here for a slide show of the conference. Below are links to selected PowerPoint presentations that were given at the conference.

 


September, 2009 - E*TRADE BANK awarded the Society for Financial Education and Professional Development, Inc. $50,000 to provide investor education program and website resource access to students of historically black colleges and universities.


Theodore R. Daniels Receives Distinguished Alumni Award


WASHINGTON, DC — Theodore R. Daniels, President and CEO of the Society for Financial Education and Professional Development (SFEPD), received a 2009 National Association of Equal Opportunity in Education (NAFEO) Distinguished Alumni Award. Mr. Daniels was saluted at NAFEO’s 35th National Conference which was held at the Renaissance Concourse Hotel in Atlanta, Georgia. NAFEO is the only national membership association of its kind represents over one hundred Historically Black Colleges and Universities (HBCUs) and Predominantly Black Institutions (PBIs) located in twenty-five states, the District of Columbia and Virgin Islands.

This award, given by NAFEO, honors those who have distinguished themselves in their profession, community and the nation for excellence and altruism as well as continued support for their alma mater. Mr. Daniels was nominated for the award by his alma mater, Fort Valley State University. During the ceremony, Mr. Willie Williams, Director of Alumni Affairs of the university joined NAFEO officers in honoring his accomplishments. Mr. Daniels will be placed in the directory of HBCU Distinguished Alumni, published by NAFEO.

Many HBCUs have presented Mr. Daniels with certificates of appreciation and awards for his work in enhancing the financial literacy of its students. Additionally, through donated funds, the organization has provided academic and enhancement scholarships to many students of HBCUs. Mr. Daniels serves on the Advisory Boards for the College of Business and Applied Professional Sciences at South Carolina State University and Fort Valley State University’s Department of Business and Economics.

Mr. Daniels is currently President and CEO of SFEPD, a non-profit organization that works to enhance the level of financial and economic literacy of individuals across the United States. Mr. Daniels has more than 33 years of experience in financial management and investments. In 2008, he was appointed to serve on President George W. Bush’s Advisory Council on Financial Literacy. He continues to serve in this role under President Barack Obama’s administration. Mr. Daniels is a member of the Board of Directors of the Certified Financial Planners Board of Standards. His organization is also a partner of the Financial Services Roundtable, which represents one of the largest financial services corporations in the country.

For additional information about the event, or the Society for Financial Education and Professional Development and its programs, please contact Una Daniels-Edwards at 703-920-3807.

Mr. Daniels is shown with Mr. Willie Williams, Director of Alumni Affairs, Fort Valley State University

 


First Annual Financial Literacy Leadership Conference   

Washington, DC, October 8, 2008—The First Annual Financial Literacy Leadership Conference commenced Wednesday, October 8th,  at the Gaylord National Resort & Convention Center at the National Harbor.  The Honorable Anna Escobedo Cabral, United States Treasurer, served as the keynote speaker for the event.  The conference brought together leaders and prominent officials of the financial education community to discuss pertinent issues related to increasing the financial literacy of Americans. 

Sponsors HSBC-North America and GMAC Financial Services, Inc., were on hand at the Conference and celebration of the 10th Anniversary of the founding of the Society for Financial Education & Professional Development (SFEPD).  In celebration of its 10 years, SFEPD showed its appreciation of Historically Black Colleges and Universities (HBCUs) participating in SFEPD’s financial literacy programs. In an award ceremony, 22 schools were recognized. 

Attendees of the conference were given the opportunity to attend five different workshops over the course of the day, including a listening session with members of the U.S. President’s Advisory Council on Financial Literacy, where attendees were given the chance to talk directly to members.

The Society for Financial Education & Professional Development would like to thank all attendees and participants of its 10th Anniversary Celebration and the First Annual Financial Literacy Leadership Conference (click here for a slide show of the event) who made this special event a success!  We look forward to your attendance and participation next year.

Learn more about the Conference Workshops, Awards and Recognitions.

 


On July 2, 2008, Theodore R. Daniels, Founder and President of the Society for Financial Education and Professional Development and member of the U. S. President's Council on Financial Literacy presented his organization at the Financial Services Roundtable's Community Service 2008 Kick-Off at the ringing of the opening bell of the NASDAQ Stock Market. The Financial Services Roundtable includes the largest financial services firms in the country that will partner with non-profit organizations such as the Society for Financial Education and Professional Development to advance financial literacy in communities located throughout the country.


Theodore R. Daniels Speaks at the Art of Retirement Readiness Training Event

Washington, DC, May 30, 2008—Society for Financial Education and Professional Development’s President and Founder, Theodore R. Daniels, who serves on President George W. Bush’s Advisory Council on Financial Literacy, addressed federal employees at the Office of Personnel Management’s “The Art of Retirement Readiness” training event held in Anaheim, California, May 6-9, 2008.

Mr. Daniels, a former Federal employee, served as keynote speaker to 360 benefit officers who represented various federal departments and agencies located throughout the United States of America on the importance of providing financial education in the workplace, particularly as it relates to retirement education. Mr. Daniels, as Council member, spoke in two capacities in which he promoted financial literacy and as a representative of this organization where he gave the attendees an outline or model for a financial literacy program that could be used by their department or agency. This event included a variety of workshops to increase employees’ knowledge of Federal benefits programs, as well as financial education programs.

Mr. Daniels stated that: “The lack of a financially literate society causes the financial resources of households and the country to be used in an inefficient manner, thus hurting the financial viability of families, the ability to create wealth, and the country as a whole.” He went on to state that the provision of financial education could be a life-changing event for many employees.

About Office of Personnel Management (OPM)

OPM’s mission is to ensure the Federal Government has an effective civilian workforce. OPM accomplishes its mission by: Providing human capital advice and leadership for the President of the United States and Federal agencies; Delivering human resources policies, products and services; ensuring compliance with merit system principles and protection from prohibited personnel practices; and, holding agencies accountable for their human capital practices.

About the President’s Advisory Council on Financial Literacy

The President’s Advisory Council on Financial Literacy (the Council) was created on January 22, 2008 by President George W. Bush. The Council’s purpose is to help keep America competitive and assist the American people in understanding and addressing financial matters. Each member of the Council represents an industry involved with the delivery of financial education to American citizens. The President and the Secretary of the Treasury have tasked the Council to work with the public and private sector to help increase financial education efforts for youth in school and for adults in the workplace, increase access to financial services, establish measures of national financial literacy, conduct research on financial knowledge and to help strengthen public and private sector financial education programs.

About the Society for Financial Education and Professional Development

The mission of the Society for Financial Education and Professional Development (SFEPD) is to enhance the level of financial and economic literacy of individuals and households in the United States and promote professional development at the early stages of career development through mid-level management. SFEPD has created and presented a series of financial education seminars to expose students of historically black colleges and universities to the fundamentals, strategies and intricacies of personal financial management-critical information and insight that they may not get elsewhere…or may learn too late. The organization has developed and presented financial education for non-profit, profit and governmental organizations. For more information about SFEPD and its financial education programs, visit www.sfepd.org.

 


Theodore R. Daniels Speaks at the Annual “Kappas on Capitol Hill” Legislative Conference

Washington, DC, April 24, 2008- Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development participated in a panel discussion at Kappa Alpha Psi’s Sixth Annual “Kappas on Capitol Hill” Legislative Conference.  The title of the panel discussion was “Not in My Wallet: Getting the Facts on Financial Literacy and Consumer Debt Education.”  The conference was developed in coordination with the office of U.S. Representative Eddie Bernice Johnson. 

With the theme, “Creating Inspiration: A Call to Service,” the conference addressed the modern day challenges that plague vast segments of the African-American community, such as inequities in quality of education, limited access to capital for small and minority businesses, predatory and subprime lending, and wide disparities within the criminal justice system. 

Mr. Daniels spoke on the Federal government’s policy regarding the provision of financial literacy for all Americans and provided suggestions as to how the fraternity’s membership may serve as a catalyst within their communities to help build public awareness of available financial literacy resources.  He also provided information about President Bush’s Advisory Council on Financial Literacy and encouraged members to submit comments in response to the Federal Register published on March 19, 2008, which identifies the areas that the Council will address.    

Other panelists included, Ms. Lisa Ransom – Vice President, Federal Affairs Center for Responsible Lending, Ms. Susan Keating - President & CEO, National Foundation for Credit Counseling and Ms. Patience Singleton - Majority Counsel, House of Representatives Financial Services Committee. 

The President of the fraternity, Mr. Dwayne M. Murray, Esq., challenged the participants at the conference to equip themselves with additional knowledge and tools to become better servant leaders for their families, communities, and Kappa Alpha Psi. 

About Kappa Alpha Psi Fraternity, Inc.

Kappa Alpha Psi was founded on the campus of Indiana University on January 5, 1911. The Fraternity's fundamental purpose is achievement. Early in this century, African-American students were actively dissuaded from attending college. Formidable obstacles were erected to prevent the few who were enrolled from assimilating into co-curricular campus life at Indiana University in 1911, thus causing Elder W. Diggs, Byron K. Armstrong, and eight other black students to form Kappa Alpha Psi Fraternity, which remains the only Greek letter organization with its 1st Chapter on the University's campus. The founders sought a formula that would immediately raise the sights of black collegians and stimulate them to accomplishments higher than they might have imagined. Fashioning achievement as it's purpose, Kappa Alpha Psi began uniting college men of culture, patriotism and honor in a bond of fraternity.  

About the Society for Financial Education and Professional Development

The mission of the Society for Financial Education and Professional Development (SFEPD) is to enhance the level of financial and economic literacy of individuals and households in the United States and promote professional development at the early stages of career development through mid-level management. SFEPD has created and presented a series of financial education seminars to expose students of historically black colleges and universities to the fundamentals, strategies and intricacies of personal financial management-critical information and insight that they may not get elsewhere…or may learn too late. The organization has developed and presented financial education for non-profit, profit and governmental organizations. For more information about SFEPD and its financial education programs, visit www.sfepd.org.


January 22, 2008 - Theodore Daniels named as a member of the President's Advisory Council on Financial Literacy

In a White House ceremony, Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development, was one of several prominent citizens who were appointed by president George W. Bush to the President's Advisory Council on Financial Literacy.

For the official White House announcement, including a video, browse to: http://www.whitehouse.gov/news/releases/2008/01/images/20080122-7_p012208sc-0321-515h.html


President George W. Bush announces the establishment of the President's Advisory Council on Financial Literacy on January 22, 2008.

 


Mr. Daniels looks on as President Bush congratulates Charles Schwab, the Chairman of the newly-formed Council
 

 


November 5th, 2007 – SFEPD participates at 16th Annual NAAAHP Conference

Washington, DC –The Society for Financial Education and Professional Development (SFEPD) is pleased to announce that the organization participated at the 16th Annual National Association of African-American Honors Program (NAAAHP) Conference.  Mr. Dywane Hall, a seminar presenter for SFEPD, presented a “Personal Money Management” workshop to the students.

The 2007 NAAAHP Conference was held October 31 to November 3, 2007 at the University of Maryland Eastern Shore campus.  The NAAAHP aims to promote the development, enhancement, and support of honors programs in all HBCUs and PBCUs.  The theme of this years Conference was “Beyond America: Black Americans in the World.”  

For 16 years, NAAAHP member institutions, faculty members, student participants, and various other constituents of education organizations, gather at the NAAAHP’s conference to support honors programs in all HBCUs and PBCUs; advocate the funding of honors programs by federal and state agencies as well as by private philanthropic foundations and organization; facilitate the enrollment of African American-American students into graduate and professional schools; promote curriculums that foster lifelong discipline to knowledge; promote scholarship, and appreciation of the African American culture.

SFEPD Vice President Una Daniels-Edwards attended the Conference.   “This is a must needed Conference.  It is important that our youth strive for honors and once they reach that point, have the tools and resources to further advance their respective careers.”

This is the third year that SFEPD has participated in the event. 


October 30, 2007 - Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development was a featured guest on the radio show, “For Your Benefit.” The show is hosted by Bob Leins and Tammy Flanagan on Federal News Radio AM Radio 1050 WFED and presented by National Institute of Transition Planning, the federal leader in retirement planning. The title of the show was “Financial Literacy Pays Solid Rewards”. To listen to show in its entirety, click on the following link.  http://icestream.bonnint.net:8000/dc/fnr/fyb/!FOR_YOUR_BENEFIT_10-27-2007.mp3.m3u


February 27, 2007 - Theodore Daniels speaks at a Two-Day Summit on Kindergarten through Postsecondary Financial Education

Washington, DC —The Society for Financial Education and Professional Development’s (SFEPD) founder and president, Theodore Daniels, recently spoke at the U.S. Department of Education on February 21, 2007.  As part of Taking Ownership of the Future: The National Strategy for Financial Literacy, the U.S. Department of Education and the U.S. Department of Treasury hosted a K-12 through Postsecondary Financial Literacy Literacy Summit. 

The Summit discussed the challenges involved in teaching young people about money.  Financial education practitioners from around the country discussed innovative techniques used to improve youth financial literacy.

Mr. Daniels spoke and participated in a panel discussion regarding the provision of financial education at postsecondary institutions.  He provided information about the seminars/workshops that SFEPD is currently providing to students of historically black colleges and universities.  In addition, he shared the challenges and experiences of teaching financial education to this population.


December 12, 2006 - The Society for Financial Education and Professional Development Announces the Appointment of Theodore R. Daniels to the Certified Financial Planners Board of Governors

Washington, DC, —The Society for Financial Education and Professional Development (SFEPD) today announced that Theodore R. Daniels, Founder and President of SFEPD has been  appointed to serve a four-year term on the Certified Financial Planners Board of Governors beginning January 2007.   

The Certified Financial Planners Board of Governors establishes standards and governance policy for all 53,000 certified financial planners in the United States of America. Mr. Daniels has previously served as a member of CFP Board’s Consumer Advisory Council.

Mr. Daniels has more than 32 years of experience in the areas of financial management and investments.  His background includes publishing a financial newsletter, syndicating a financial education column on personal finance, and producing a syndicated financial education television series broadcast on the Public Broadcasting System (PBS) and cable systems located nationwide for over 11 years.  Mr. Daniels has designed, developed and conducted seminars as well as frequently served as a seminar speaker for large and small organizations of national prominence.  He has also served as a financial advisor for many years. Over last four years he has developed and presented personal financial literacy training to students who attend colleges and universities located throughout the country.

He has a Bachelor of Science degree from Fort Valley State University and Bachelor of Laws degree from John Marshall School.  He is a registered investment advisor.

He is also a honorary member of the Golden Key Honor Society. 

About Certified Financial Planners Board of Governors

The mission of Certified Financial Planner Board of Standards Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  

About Society for Financial Education and Professional Development

The mission of the Society for Financial Education and Professional Development is to enhance the level of financial and economic literacy of individuals and households in the United States and promote professional development at the early stages of career development through mid-level management. SFEPD has created and presented a series of seminars to expose students of historically black colleges and universities to the fundamentals, strategies and intricacies of personal financial management—critical information and insight that they may not get elsewhere…or may learn too late. The organization has developed and presented financial education for non-profit, profit and governmental organizations.


September 29, 2006

On September 29, 2006, The Society for Financial Education provided an opportunity for minority students to participate in a Mortgage Lending Industry Career Fair.  

The Career Fair was held as a separate event on the final day of the Diversity & Emerging Market Conference sponsored by the Lending Industry Diversity Conference, Inc. (LIDC), Compliance Technologies, Genworth Financial, and the Mortgage Banker’s Association of America (MBAA).  Each student had an opportunity to meet and talk one-on-one with the nation’s fastest growing and leading mortgage lenders and other prospective employers who value diversity. 

The following schools participated in the career fair:

Bennett College
Bowie State University
Coppin State University
Florida Memorial University
Howard University
Lincoln University
North Carolina A&T University
North Carolina Central University
Elizabeth City College
Savannah State University
Virginia State University
Winston-Salem State University
University of Maryland Eastern Shore

The career fair was a success with over 200 students in attendance.  The students were enlightened and gained insight into the mortgage lending industry. 

Dr. Johnnetta Betsch Cole, President of Bennett College, served as the keynote speaker of this event.

Shown below are pictures from the event.


May 2006

The Society for Financial Education and Professional Development (SFEPD) attended HSBC-North America’s Celebrating Achievements in Financial Education (CAFÉ) Conference held in Chicago, May 25-26, 2006.  The conference provided a forum to discuss best practices and highlighted HSBC’s Financial Education Grant Program and three other national signature financial education programs that the financial institution funds.  SFEPD received a special program recognition award on the second day of the conference.  Mr. Theodore Daniels, President and CEO, Mrs. Una Daniels-Edwards, Vice President of Program Coordination and Outreach, as well as the seminar presenters, Mr. Dwyane Hall, Gregory Kendall, and Ms. Daphne Wright were there to accept the awards. 

The conference provided opportunities to meet peers across the country and key members of HSBC staff.  It also provided inspiring and motivational stories from speakers to enhance each attendee’s business practices. 

In August, 2005, SFEPD entered into a multi-year partnership with HSBC –North America, one of the nation’s largest financial service firms. HSBC-North America will fund credit and personal money management training for students of historically black colleges and universities nationwide over the next three years.


April 2006

On April 25, 2006, the Society for Financial Education and Professional Development participated in the 2006 Financial Literacy Day on Capital Hill.  The event was held in the Hart Senate Office Building and hosted by the offices of Senators Daniel K. Kaka (D-HI) and Michael B. Enzi (R-WY), Representatives Judy Biggert (R-IL) and Ruben Hinojosa (D-TX) who are the co-founders of the Congressional Financial Literacy Caucus.   Jump$tart Financial Literacy Coalition, Junior Achievement, and the National Council for Economic Education joined together to create the Financial Literacy Policy Partnership to organized this year’s event. 

The goal of Financial Literacy Day was to expose policy makers, members of Congress, as well as their staff to the importance of financial literacy.  This event also served as an opportunity for various organizations to exhibit their efforts in this area of financial literacy. There were 50 exhibitors at the event.

At the right is a picture of the Theodore R. Daniels, President and CEO talking to Representative Judy Biggert about the Society for Financial Education and Professional Development’s financial literacy programs.

 

 


March 2006

President and CEO of the Society for Financial Education and Professional Development speaks at The Washington Post Speaker Series – Managing Your Finances and Affording Your Higher Education Goals                                  

Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development served on The Washington Post’s Speaker Series panel, held at the University of Maryland University College (UMUC) in College Park, Maryland on Saturday, March 11, 2006.

The topic of the meeting was titled “Managing Your Finances and Affording Your Higher Education Goals.”  Mr. Daniels stressed the importance of managing your finances during the period when an individual is pursuing higher education.  For example, he told the audience of UMUC students to:

a)       Control their living expenses, e.g., transportation, utilities, food, etc.;

b)       Develop arrangements for forced savings to accumulate funds to cover their education costs, e.g., automatic deductions transferred into savings accounts;

c)       Increase income tax withholding to get a higher tax refund that can be used to cover the costs of upcoming educational costs.

Other individuals on the panel included: Mr. Ajamu Clark, Senior College Advisor at Theodore Roosevelt Senior High School, Ms. Dawn Mosisa, Associate Vice President at The University of Maryland University College Student Financial Services and Ms. Jane Collins Richstein, Director of Reach4Success. 


February 2006

President and CEO of the Society for Financial Education and Professional Development speaks at the United States Department of Treasury

                                   

Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development was invited to serve as guest speaker at the U.S. Department of Treasury which coordinates the efforts of the Federal Financial Literacy and Education Commission. 

At the Commission’s meeting, held on January 31, 2006, Mr. Daniels provided members of the Financial Literacy and Education Commission and  individuals representing other national organizations with an overview of his organization, the goals of the program, and reviewed the types of seminars that are currently being presented to students of over 61 historically black colleges and universities nationwide.  He also shared the positive impact that his program has had on students, by sharing program evaluation results submitted by college students who attended the organization’s seminars.  The results stated that 98% of the attendees of  the Personal Money Management stated that the information presented would help them better manage their personal finances while 89% of the attendees of  the Credit Management seminar stated that the information presented was very helpful.

Other guest speakers also discussed financial education best practices in their organizations including: Ms. M. J. Pizzella, Associate Administrator, Office of Citizen Services and Communications, U.S. General Services Administration; Rosetta Jones, Vice President, Visa USA; and Theodore Beck, President and Chief Executive Officer, National Endowment for Financial Education.

The Financial Literacy and Education Commission was created by Title V of the Fair and Accurate Credit Transactions Act, signed by President Bush on December 4, 2003.  The Commission is composed of the Secretary of the Treasury and the heads of the Office of the Comptroller of the Currency; the Office of Thrift Supervision; the Federal Reserve; the Federal Deposit Insurance Corporation; the National Credit Union Administration; the Securities and Exchange Commission; the Departments of Education, Agriculture, Defense, Health and Human Services, Housing and Urban Development, Labor, and Veterans Affairs; the Federal Trade Commission; the General Services Administration; the Small Business Administration; the Social Security Administration; the Commodity Futures Trading Commission; and the Office of Personnel Management.

The Department of the Treasury is a leader in promoting financial education. Treasury established the Office of Financial Education in May of 2002. The office works to promote access to the financial education tools that can help all Americans make wiser choices in all areas of personal financial management, with a special emphasis on saving, credit management, home ownership and retirement planning. The office also coordinates the efforts of the Financial Literacy and Education Commission, a group chaired by the Secretary of Treasury and composed of representatives from 20 federal departments, agencies and commissions, which works to improve financial literacy and education for people throughout the United States. For more information about the Office of Financial Education visit: www.treas.gov/financialeducation.


August 2005

Society receives grant from HSBC-North America

Theodore R. Daniels, President and CEO of the Society for Financial Education and Professional Development, announced a $750,000 grant from HSBC-North America to fund credit and personal money management training for more than 20,000 students of historically black colleges and universities. Mr. Daniels stated: “We expect this project will inspire young men and women to share their knowledge with families and friends and will enhance financial literacy in the African-American community at large.”


November 2004

Society CEO named to advisory board

Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development, has been chosen to serve as member of the Certified Financial Planners Consumer Advisory Council. The CFP Consumer Advisory Council provides broad based advice on the information and educational needs of consumers on issues related to personal financial planning.


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