Society for Financial Education & Professional Development, Inc.
Enhancing financial and professional growth …

Financial Tips During the COVID-19 Crisis. Learn More.

20th Anniversary & Awards Gala
CELEBRATING 20 YEARS OF LEADERSHIP IN THE FINANCIAL EDUCATION COMMUNITY
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12th Annual Financial Leadership Conference
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Mind Over Money Skills
PRESENTED AT AMERICA'S COLLEGES AND UNIVERSITIES
Helping Close the Financial Literacy Gap
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SFE&PD Student Ambassador Program
Helping students navigate their financial journey.
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Get Financially Confident
Look for SFE&PD in your community.
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Teach.    Inspire.    Advocate.

We are a financial literacy and professional development organization that believes financial knowledge and professional expertise contribute to a stronger economy and society. 

FinLitSummit2021_flyer
SFE&PD FINANCIAL LITERACY LESSONS GO GLOBAL!

SFE&PD is pleased to announce that two of our very own Student Ambassadors taught innovative financial literacy video lessons for the U.S. Department of State. These lessons for young adults are being broadcast globally through the U.S. Department of State’s Young African Leaders Initiative (YALI) Network. Check out the links below to watch the videos on “Budgeting for Your Future” and “Investing, Credit and Debt Management!” Learn more about Yulianna Charris and Theophilus Tagoe in a Q&A interview where our students discuss their experiences as ambassadors and their financial expertise with their peers!     READ MORE …

ycharris-profile-bb
Yulianna Charris
SFE&PD Student Ambassador (2018-20)
Florida Memorial University
Home: Caracas, Venezuela
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Theophilus Tagoe
SFE&PD SFE&PD Student Ambassador (2019-20)
North Carolina Central University
Home: Accra, Ghana
COVID-19 Statement

Dear Colleagues and Friends,

Due to the COVID-19 outbreak, SFE&PD will be conducting its financial literacy work through distance learning platforms, webinars and video conferences. SFE&PD, like many others in the U.S. workforce, will now work remotely by telephone, emails and conference calls. We will also post and share useful information on our website and social media.

This is an uncertain time for all, and it offers a unique challenge for those of us in the financial education field who collaborate on teaching Americans how to use their financial resources wisely. We at SFE&PD will stay in close contact as we find innovative ways to continue do our important work in financial education and help others mitigate their financial risks in the wake of this global pandemic crisis.

These are unprecedented times. We are honored to work daily with a great community of professionals – financial experts and educators in the public and private sector – to serve individuals and college students. We wish you the best and we will get through this together. For additional financial tips go here.

Ted Daniels

President and Founder

Ted Daniels Participating in U.S. Department of Treasury Financial Literacy Panel
Ted Daniels participating in a panel discussion on Financial Literacy & Building Wealth March 3, 2020 at the Freedman’s Bank Forum at the U.S. Department of the Treasury. The Forum brought together leaders to discuss the historical significance of the Freedman’s Bank, Minority Depository Institutions, and the support of private institutions for economic growth for all Americans.
SFE&PD Student Ambassadors Earn AFCPE Certificate Badge

Thanks to our partnership with the National Endowment for Financial Education (NEFE), 20 SFE&PD Student Ambassadors completed an online 10-hour Money Management Essentials course administered by the Association for Financial Counseling and Planning Education (AFCPE). Armed with this new credential, our Ambassadors have a firm foundation to teach others on campus and in communities and take the next step to become AFCPE certified financial counselors. Pictured below are the Student Ambassadors who received their certification badges for completing the course. Congratulations to our students!

Te'Kesha Oliver
Miles College
Roderick Perry
Miles College
Yulianna Charris
Florida Memorial University
Kahlil Woods
North Carolina Central University
Zauria Murphy
Bennett College
Anja Marjanovic
Florida Memorial University
Theophilus Tagoe
North Carolina Central University

SFE&PD Cited in Two Top Financial Literacy Education Reports:

Best Practices for Financial Literacy and Education at Institutions of Higher Education

Federal Financial Literacy Reform Coordinating and Improving Financial Literacy Efforts

Click here for more …

"The training helped me plan for my immediate future and also for the long term. I wish they would conduct financial training classes for the entire university!"
Ashley GreenHoward University
In these tough economic times, (financial) presentations like these become even more important for our students. Students need to be made aware of money management issues so that they make all the right decisions as they go through their student life and enter careers.
Dr. Anil KukrejaXavier University's School of Business
Because of the financial training, I am better informed student with a better understanding of how to handle my finances after college. Mr. Daniels gave us real life advice about managing our finances for our future. I learned about what to do to manage my finances once I am working in my career –and when I retire. Excellent financial advice!
James RobinsonSouth Carolina State University
My deepest appreciation for SFE&PD’s presentation to the Economics 400, Senior Seminar at Spelman College. My students as graduating seniors valued your remarks as a great takeaway, which should precede every commencement speech and/or baccalaureate exercise.
Romie Tribble, Professor of EconomicsSecretary, National Economics Association
Spelman College
Ted Daniels is the guru on financial literacy education. Thanks for sharing your knowledge with my Morehouse College Leadership & Professional Development class for the past 10 years. Your annual conference is a must-attend event for those hungry for financial enlightenment.
Dr. Belinda Johnson White, Ph.D.
Being an SFE&PD Student Ambassador was a great experience. I am grateful for the skills I acquired. I look forward to continuing to help students at NCCU and SFE&PD to pass on financial knowledge and share it with my peers!
Theophilus TagoeNorth Carolina Central University graduate
Keep growing winners. Thank you for your encouraging presence. You have made a lifelong impression on my life - of caring, giving, and excellence.
Lacey HughesHoward University School of Divinity graduate
Words cannot describe the appreciation and respect that I have for SFE&PD and what you have contributed to HBCUs, college students, and the community.
Anthony Nelson, Ph. D.Dean, School of Business, North Carolina Central University
The success of financial literacy programs depends on people like Ted Daniels who are willing to volunteer time, knowledge, and experience with our students. We are fortunate to have benefitted from you sharing the importance of responsible money management with college students.
Thaddeus McEwen, PhDProfessor, Department of Management, North Carolina A&T State University
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