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
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12th Annual Financial Leadership Conference
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Mind Over Money Skills
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
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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. 


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

Yulianna Charris
SFE&PD Student Ambassador (2018-20)
Florida Memorial University
Home: Caracas, Venezuela
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:

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