Security and Exchange Commission Announces New Investor Advisory Committee Members
Washington D.C.- The Securities and Exchange Commission today announced the appointment of six new members to its Investor Advisory Committee.
The Committee was established under the Dodd-Frank Wall Street Reform and Consumer Protection Act to advise the Commission on regulatory priorities, regulation of securities products, trading strategies, fee structures, disclosure effectiveness, and initiatives to protect investors and promote investor confidence and the integrity of the U.S. securities markets.“
I welcome and look forward to working with this accomplished and diverse group of new Committee members,” said Chairman Jay Clayton. “I also thank the SEC staff and Commissioners Peirce, Roisman, and Lee for their collective efforts to bring a strong group of new members to the Committee.”
The new members of the Investor Advisory Committee are:
- Cien Asoera, Financial Advisor, Edward Jones
- Theodore “Ted” Daniels, Founder and President, Society for Financial Education and Professional Development
- Elissa Germaine, Professor, Pace Law School; Executive Director, John Jay Legal Services, and Director, Investor Rights Clinic, at Pace Law School
- Satyam Khanna, Resident Fellow, NYU School of Law Institute for Corporate Governance and Finance (who will join the Committee on July 5, 2020)
- Lori Lucas, CFA, President and CEO, Employee Benefit Research Institute
- Christopher Mirabile, Senior Managing Director and Board Member, Launchpad Venture Group; Chair Emeritus, Angel Capital Association
The new members will join the current members, who continue to serve their terms.
The Investor Advisory Committee’s next meeting will take place Thursday, May 21, and will be available to view via webcast at sec.gov.
|Society for Financial Education and Professional Development, Inc.
Enhancing financial and professional growth…
|For Immediate Release||Contact: Ginie Lynch, 443-614-2772|
Alexandria, VA – An education nonprofit is launching an innovative peer-to-peer financial literacy program with North Carolina Central University (NCCU)’s School of Business to give students the opportunity to teach their peers about financial education.
“Financial literacy is an important life skill,” said Theodore “Ted” Daniels, Founder and President of the Society for Financial Education and Professional Development (SFE&PD).
“We are pleased to collaborate with NCCU on the SFE&PD Student Ambassador Program, where the Ambassadors will gain financial knowledge and skills to teach fellow students about financial issues, such as student loan debt, credit, investment, and homeownership.”
Four students — Danielle Newton, Ambrose Bond, Khalil Woods and Theo Tagoe — were selected as ambassadors in the SFE&PD Student Ambassador Program by Dr. Kofi Amoateng, a Professor of Finance in NCCU’s School of Business who will serve as the program’s faculty oversight professor. The program will provide students with the opportunity to gain leadership skills while learning how to teach their peers about personal finance in engaging ways.
NCCU Student Ambassadors understand the value of financial education for their future and sharing this knowledge with fellow students. “Today’s high school and incoming college freshman are bombarded with financial information,” said Student Ambassador Ambrose Bond. “This program will help highlight misinformation and overlooked financial information students need to survive in today’s globalized world.” Student Ambassador Khalil Woods agreed. “In today’s society, financial literacy is one of the most important tools to have in your arsenal,” Woods said. “SFE&PD is supplying people of ages with knowledge of financial literacy to help individuals prepare themselves for the real world.”
For the past 20 years, SFE&PD has taught financial literacy training workshops to thousands of individuals and college students with a focus on underserved communities. NCCU is the 13th university to join SFE&PD’s Student Ambassador Program. The SFE&PD Student Ambassador Program is supported by Wells Fargo Hands on Banking®. All trainings will be open to the campus community and the public.
SFE&PD is an award –winning financial literacy and professional development nonprofit empowering individuals of all ages and backgrounds with financial literacy skills to help them achieve their financial goals. For more information, call 703-920-3807 or visit the website: www.sfepd.org.
Alexandria, VA. – Financial experts from government, nonprofits, and research organizations from across the country will offer strategies on how Americans can better manage their finances at a collaborative financial literacy conference in Arlington, VA.
The 12th Annual Financial Literacy Leadership Conference, hosted by the Society for Financial Education andProfessional Development, Inc. (SFE&PD), will be held Oct. 7-8th at the Crystal Gateway Marriott.
“Many Americans struggle with their personal finances, such as saving for emergencies or preparing for retirement, and often face financial hardships on a daily basis,” said SFE&PD Founder and President Theodore “Ted” Daniels. “We are pleased to bring together top speakers and panelists to share their expertise with financial literacy colleagues, teachers, and consumers.”
SFE&PD’s 16 workshops will offer financial tips for people at all life stages from college students to seniors and practical resources essential for successful financial planning. This year SFE&PD will host students from 12 Historically Black Colleges and Universities (HBCUs) to engage them in the interactive financial workshops. SFE&PD will also honor financial literacy pioneers at a reception on Oct 7. Registration and conference details available here: https://conta.cc/2Vby12D.
SFE&PD is a financial education and professional development nonprofit that teaches college students from underserved communities and individuals from all backgrounds to manage money wisely. SFE&PD hosts an annual financial literacy leadership conference and conducts financial literacy seminars for people of all ages in communities nationwide. For information, call 703–920–3807 or go to: www.sfepd.org.
Washington, D.C. –The Society for Financial Education and Professional Development, Inc. (SFE&PD), which runs an innovative program training Historically Black Colleges and University (HBCU) students to teach their peers about money management, is partnering with the National Endowment for Financial Education (NEFE) to enhance these students’ skills.
SFE&PD’s Student Ambassadors can now take Money Management Essentials, an online course administered by the Association for Financial Counseling and Planning Education (AFCPE). Upon completion of the course, Student Ambassadors will receive a certificate, which will give them opportunity to take the next step and become AFCPE certified financial counselors. The course will be funded by NEFE and offered to students in SFE&PD’s Student Ambassadors Program in 12 HBCUs nationwide.
“We are grateful for NEFE’s support for the Student Ambassadors Program and for funding an SFE&PD internship, “said Theodore “Ted” Daniels, SFE&PD’s Founder and President. “NEFE is helping us to take our student financial education efforts to the next level in preparing young people for financial success.” SFE&PD and NEFE are nonprofit leaders in financial education and represent 56 years of service in educating consumers about personal finance. “NEFE wants to create a strong pipeline of young adults interested in a career in financial education and financial planning,” said Billy Hensley, NEFE’s President and CEO. “A path toward credentialing is a great start toward this goal.”
For more than 20 years, SFE&PD has been on the forefront of providing financial literacy training, conducting seminars for more than tens of thousands of individuals and college students. As part of SFE&PD’s professional development arm, the Society also hosts an Annual Financial Literacy Leadership Conference for educators, policy makers, and financial experts to share best practices.
SFE&PD is an award –winning financial literacy and professional development nonprofit empowering individuals of all ages and backgrounds with financial literacy skills to help them achieve their financial goals. For more information, call 703-920-3807 or visit our website: www.sfepd.org. The National Endowment for Financial Education (NEFE) is the leading private nonprofit national foundation dedicated to inspiring empowered financial decision making for individuals and families through every stage of life. For information, call 303-741-6333 or visit their website: www.nefe.org.
Experts Discuss Crisis in Teaching Americans about Financial Literacy
New Orleans, La.– Top national financial education experts will convene in New Orleans Sept. 13-14, 2018 to share financial strategies and tools to help Americans improve their ability to be successful managers of their own finances.
“Wealth: Paying Your Way Forward” is the theme of the 11th Annual Financial Literacy Leadership Conference, sponsored by the Society for Financial Education and Professional Development Inc. (SFE&PD), an educational nonprofit. “It is imperative to raise awareness about teaching financial education to all Americans, many of whom lack the knowledge to save and invest for their future and end up in debt,” said Theodore Daniels, SFE&PD’s Founder and President. SFE&PD has provided financial literacy training to more than 360,000 individuals, including students at 90 colleges and universities. For 20 years, SFE&PD has taught financial education primarily, but not exclusively, to students at Historically Black Colleges and Universities (HBCUs), including Xavier University, Southern University of New Orleans and Dillard University.
“Too much financial illiteracy exists, especially in the South, which has among the nation’s highest rates,” Daniels said. Experts will tackle ways to reach populations that need the most help at the two-day conference at the JW Marriott. Workshops will explore topics such as: family financial therapy, the gender investment gap, bilingual financial education, and economic cycles and financial decision-making. Daniels, a leader in the financial education movement, has published extensively on financial issues.
Based in Alexandria, VA, SFE&PD is an award–winning l financial literacy and professional development nonprofit teaching money management skills to individuals of all ages and backgrounds. For more about the workshops and the speakers at the 11th Annual Conference, visit www.sfepd.org.
Nonprofit Honors Leaders in the Financial Education Movement
Roland Martin: Urgent Need to Teach Financial Literacy
Washington, D.C. – The Society for Financial Education and Professional Development, Inc. (SFE&PD) will honor top leaders in the financial literacy movement at its 20th Anniversary and Awards Gala June 26, 2018. The gala, hosted at the Grand Hyatt in Washington, D.C. from 6 to 9 p.m., will feature journalist Roland Martin as the keynote speaker. Martin, CEO of Nu Vision Media, Inc. and Host/Managing Editor, TV One, will address the urgent need to teach financial literacy, especially in underserved communities.
“As one of the first nonprofits to teach students financial education, SFE&PD is proud to celebrate colleagues who contribute greatly to the financial literacy cause,” said Theodore “Ted” Daniels, SFE&PD’s Founder and President. SFE&PD will honor organizations and financial education advocates at its awards ceremony. Leadership Awardees include:
Outstanding Public Leader Award: U.S. Rep. Steny Hoyer (D-MD-5)
Corporate Partner Leadership Award: Ally Financial
University Leadership Award: HBCU Business Deans Roundtable
Community Equality Leadership Award: Prosperity Now
Faith-Based Leadership Award: Dr. Rev. DeForest Soaries Jr.
Nonprofit Leadership Award: Jump$tart Coalition for Personal Financial Literacy
SFE&PD’s awards are a platform to highlight the positive impact of teaching people financial skills that can empower families and communities, Daniels said. “We are delighted Roland Martin will discuss reaching underserved populations and teaching them important skills for financial health.”
SFE&PD is a financial education and professional development nonprofit that teaches college students and individuals to manage their money wisely and plan their economic futures. SFE&PD conducts financial literacy seminars to people of all ages and backgrounds, and works with universities, nonprofits groups, and government agencies. For information, call 703-920-3807 or go to: www.sfepd.org.
School of Business to Launch Financial Literacy Ambassador Program
Friday, February 16, 2018
ORANGEBURG, S.C. – SC State University’s School of Business is partnering with the Society for Financial Education and Professional Development Inc. to implement the Financial Literacy Ambassador Program. The program will officially launch on Monday, Feb. 19.
The purpose of the program is to inform students about financial literacy so that they are prepared to make sound financial decisions throughout their lives. The student ambassadors are required to assist their peers and the community, with being well-informed about finances. The ambassadors will also gain essential leadership skills by providing on-campus workshops and training sessions for other students.
The Society for Financial Education and Professional Development Inc., based in Alexandria, Virginia, will provide training to student ambassadors so that they are well-equipped to be financial mentors. The ambassadors will be educated about various financial management topics including, credit management, budgets, risk management, investments, student loan management and homeownership.
The SFEPD Inc. is a nonprofit organization that works to enhance the financial and economic literacy of individuals and households in the U.S. The organization has provided financial education programs to over 90 colleges and universities across the nation, and has taught financial literacy to more than 240,000 students.
SC State and Claflin University are among several historically black colleges and universities that will implement the Financial Literacy Ambassador Program this month.
Each academic school year, four SC State student ambassadors will be selected by the School of Business’ interim dean, Dr. Barbara Adams, and Dr. Guohua Ma, associate professor of finance. Ma will also oversee the program.
The School of Business hopes to increase graduation and retention rates for the university, with the implementation of this program.
The ambassadors for the 2017-18 school year are, D’Metrius Dew, a senior accounting major; Cravern Andrew, a junior management major; Jewel Blair, a junior accounting major and Jah’Nya Francis, a sophomore accounting major.
Ambassadors are required to mentor at least 500 of their peers each semester, through financial workshops. Students will also receive a $500 stipend each semester, during their year of servitude.
The general eligibility requirements for the Financial Literacy Ambassador Program are as follows:
Must be a sophomore, junior or senior
Must be a business major
Must have a cumulative grade point average of 2.5 or higher
Must have an interest in learning about financial literacy
For more information about the Financial Literacy Ambassador Program, contact Dr. Guohua Ma at (803) 536-8173 or firstname.lastname@example.org.
College Students to Help Lead Peer-to Peer Financial Education Initiative Pilot Program Launches at North Carolina A&T State University
FOR IMMEDIATE RELEASE
Contact: Ginie Lynch
Alexandria, VA – Imagine an innovative program where college students learn financial literacy skills and then teach their peers knowledge that gives students a foundation to achieve financial success.
A pilot program at Historically Black Colleges and Universities (HBCUs) is being launched to do just that. The Society for Financial Education and Professional Development, Inc. (SFE&PD), with support by Wells Fargo’s Hands on Banking ® program, kicks off its first training at North Carolina A&T State University, Wednesday, Oct. 25, 2017, in collaboration with the University’s College of Business Administration and Economics.
“We are pleased to initiate the SFE&PD Student Ambassador Program, a student- centered initiative that trains a select group of students on financial literacy and then helps the students to directly educate their peers about how to manage their money wisely,” said Theodore “Ted” Daniels, SFE&PD’s Founder and President.
Student ambassadors will assist with a Credit Management Workshop on Oct. 25th at 5:30 p.m. in Deese Auditorium (Merrick Hall) on the campus of North Carolina A&T State University in Greensboro. Over the 2017-2018 academic year, student ambassadors will hold and coordinate financial education events, conduct peer counseling, and develop new programs to reach their peers. Future financial workshop include: banking, savings and investing, risk management (insurance), budgeting, and student loan management.
The program’s goals include: teaching students money management skills that maximize financial resources during college and after graduation. The Oct. 25th workshop is open to the campus community and the public.
SFE&PD is an award –winning nonprofit organization empowering individuals with the skills to be financially literate by helping people to achieve financial and professional goals. SFE&PD teaches financial education and professional development seminars and workshops to individuals of all ages and backgrounds, and works with universities, nonprofits, corporate groups, and government agencies. For more information, visit www.sfepd.org .
The Hands on Banking ® program is a free non-commercial financial education program offered by Wells Fargo designed to help facilitate financial education programs within communities and organizations. For more information, visit www.handsonbanking.org
Alexandria, VA– Leading financial advisors and educational experts will take an in-depth look at financial decision making and insights into what motivates people in their financial actions at a national education conference Oct 2-3, 2017.
“Financial Reality vs. Financial Behavior” is the focus of 10th Annual Financial Literacy Leadership Conference and 10th Anniversary Celebration, sponsored by the Society for Financial Education and Professional Development, (SFE&PD), one of the nation’s first nonprofits to teach financial literacy in the United States.
“Too many Americans are financially illiterate and are not prepared to get the most out of their financial resources – that’s why strategies to increase financial literacy must be a top national priority,” said Theodore “Ted” Daniels, SFE&PD Founder and President. Only two in five adults have a budget, 18 percent of Americans spend more than they make, and 50 percent of people are without rainy-day funds — teaching Americans the skills to become financially healthy is urgently needed, Daniels said. “We have assembled the best minds in the financial sector to raise awareness that financial literacy must be taught in communities across the nation.”
The conference will dive into major aspects of behavioral money management and healthy financial practices for individuals of all ages and backgrounds. Workshops will explore poverty and financial decision making, financial crisis management, closing the wealth gap, money management for youth and millennials, seniors and much more.
To date, SFE&PD has provided financial literacy training to more than 300, 000 people, including 230,000 students at 90 colleges and universities, 70 of which were held at Historically Black Colleges and Universities (HBCUs). SFE&PD has also developed successful national curriculum development models for government and private sector groups.
Daniels, a financial education advisor with more than 35 years of experience, has written syndicated personal financial education columns, and produced a financial education TV series broadcast on PBS and cable systems nationwide. He is an adjunct professor at Howard University where he teaches financial literacy to divinity students in Washington, D.C.
Founded in 1998 and based in Alexandria, VA, SFE&PD is an award –winning financial literacy and professional development nonprofit on a mission to empower individuals with skills to be financially literate, and to help them achieve financial and professional goals. SFE&PD conducts financial education seminars and teaches money management courses to individuals of all ages and backgrounds, for universities, nonprofits, corporate groups, and government agencies. For information about SFE&PD’s 10th annual conference or to schedule an interview with Ted Daniels, call 703-920-3807 or visit www.sfepd.org.