07/18/2014 - The Society for Financial Education and Professional Development, Inc.

Based in Arlington, Va., the mission of the Society for Financial Education and Professional Development, Inc. (SFEPD) is to enhance the level of financial and economic literacy of individuals and households in the United States. SFEPD is a nationally recognized financial literacy and professional development organization.  

Mind Over Money Skills Financial Literacy Program
“Mind Over Money Skills,” is a series of financial literacy seminars, presented to college and university students.  The seminars expose individuals to the fundamentals and strategies of personal financial management. Each curriculum/seminar is unique in that it is culturally relevant and focuses on topics and factors that individuals experience in everyday life.  The goal of the financial literacy program is to enable individuals to make informed decisions during their lifetime regarding:

  • banking
  • spending
  • saving
  • investing
  • credit
  • risk management

In the “Personal Money Management” and “Credit Management” seminars—included in the “Mind Over Money Skills” financial literacy program—the topics range from the issues individuals face daily: credit, banking, budgeting, saving, investing, and insurance; to those that they must plan for in the coming years: homeownership, retirement planning, and estate planning.  

Community Seminars and Workshops
SFEPD offers face-to-face personal financial education seminars and workshops to individuals of low-to-moderate incomes who live in communities located in several 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 a wide variety of financial planning topics, such as: establishing financial goals and following economic trends; to retirement planning and investments. The newsletter is downloadable from the organization web site—www.sfepd.org.

Annual Financial Literacy Leadership Conference
This professional development conference serves as a forum for financial educators and other professionals to come together to increase their knowledge, establish new partnerships, and develop strategies and networks, in order to increase the financial literacy of Americans.  Financial educators, policymakers and researchers recognize the professional development conference as a venue of choice.

Seventh Annual Financial Literacy Leadership Conference
SFEPD will host the Seventh Annual Financial Literacy Leadership Conference on September 29-30, 2014, at the Hilton Crystal City at Washington Reagan National Airport. The conference theme is “Financial Literacy: Research, Techniques, and Initiatives" and will offer attendees the  opportunity to hear guest speakers and key panelists, as well as to present their own perspectives and interests regarding effective financial education delivery. Interested parties can register at www.sfepd.org.

To ensure the accomplishment of its mission, SFEPD seeks partners to expand its programs to corporate, government institutions, and underserved groups.  In addition, sponsorship of the annual conference is a sure way to increase awareness of your organization and commitment to financial literacy. Organizations can sponsor a specific general session, a workshop, a break, or the luncheon.

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.
2120 Washington Blvd.
Suite 400
Arlington, VA 22204
Phone: 703.920.3807