About Us

Society for Financial Education & Professional Development, Inc.

Our Mission

SFE&PD is a nonprofit organization on a mission to enhance the 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.

History and 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 is the brainchild of Theodore “Ted” Daniels, who realized that many Americans, especially underserved populations and first-generation college students, did not have access to financial knowledge to manage their finances. Using his expertise in financial management, Daniels started a financial literacy nonprofit to address this issue and teach financial management skills to individuals of all ages and backgrounds.

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 260,000 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 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, the faith-based community, 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.