10/16/2015 - SFEPD


The Society for Financial Education and Professional Development, Inc. (SFE&PD), one of the leading financial literacy and professional development organizations in the United States, is committed to increasing the financial and economic literacy of individuals and households.  For more than 17 years, SFE&PD has implemented successful financial educational and professional development programs, including the presentation of financial literacy training on college campuses and in low-to-moderate income communities nationwide.

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  • Annual Financial Literacy Leadership Conference: SFE&PD’s Annual Financial Literacy Leadership Conference is a professional development conference that serves as a forum for financial educators and other professionals to come together to share best practices, establish new partnerships and alliances, and learn about the latest research and development in financial literacy. Financial educators, policymakers and researchers recognize our conference as a venue of choice.

  • Financial Education in the Workplace: SFE&PD provides financial education workshops and seminars in the workplace for corporate, government and nonprofit organizations. The courses offered are designed to increase the financial knowledge of attendees and help them make informed financial decisions to ensure individual and household financial growth. The courses include practical application of personal money management concepts. The workshops are presented in an interactive, lively format and focus on germane information adults encounter throughout their lifetime. SFE&PD is listed on the GSA Schedule.

  • “Mind Over Money Skills” Financial Education Workshops: “Mind Over Money Skills” is a series of financial literacy seminars presented to college and university students.  The seminars teach students important strategies of personal financial management that they may not get elsewhere, or may learn too late. Each workshop/seminar is unique, in that it is culturally relevant and focuses on topics and factors that students face in everyday life.  Our goal is to enable young adults to make informed financial decisions during their academic education and throughout their lifetime.

  • Community Seminars and Workshops: SFE&PD offers face-to-face personal financial education seminars and workshops to low-to-moderate individuals of all ages who live in communities in targeted states.  Individuals who attend the seminars and workshops are exposed to the practical application of personal financial management concepts.

  • Financial Success Quarterly Newsletter: The quarterly newsletter provides articles that cover relevant financial planning topics, from establishing financial goals and following new economic trends to advice on retirement planning and investments. The newsletter is accessible on our website —www.sfepd.org


  • National Conference:  SFE&PD hosts its Eighth Annual Financial Literacy Leadership Conference Oct. 26-27 in Arlington, Va.  This year’s conference theme is “Financial Literacy: Financial Decision-Making.” Interactive workshops and plenary sessions topics range from “Culture and Financial Decision-Making” to “Best Practices in Financial Education: Colleges and Universities.” Each year, SFE&PD assembles the best minds and dynamic leaders in the financial literacy and research fields to collaborate on new ways to educate a broader segment of our society. Visit www.sfepd.org for more information.
  • Recognition:  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. 

  • Publications:  SFE&PD publishes a featured article this month in the Washington Informer newspaper on closing the wealth gap. SFE&PD’s Theodore R. Daniels also contributes a chapter to a soon-to-be released book on Financial Literacy Education: Addressing Student, Business, and Government Needs.  

As one of the nation’s premier financial literacy and professional development organizations, we are seeking partners to expand our reach with the “Mind Over Money Skills” financial education programs for underserved groups at colleges and universities nationwide.  SFE&PD is also looking for additional sponsors for our top-ranked Annual Financial Literacy Leadership conference.
Theodore R. Daniels
President and CEO
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Una Daniels-Edwards
Vice President, Program Management
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The Society for Financial Education and Professional Development, Inc.
500 Montgomery Street
Suite 400
Alexandria, VA 22314
Phone: 703.920.3807