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Society for Financial Education and Professional Development
WHAT WE DO:
The Society for Financial Education and Professional Development (SFEPD) is a not-for-profit organization, and its mission is to enhance the level of financial and economic literacy of individuals and households in the United States.
WHAT WE OFFER:
The organization develops and presents face-to-face personal financial education seminars and workshops for education institutions, corporate, government and community-based organizations. One of the organization's programs is directed to students of historically black colleges and universities (HBCUs), nationwide, to help them maximize their financial and professional growth. SFEPD has presented financial education seminars to students of HBCUs over the last six years and has developed a successful track record of educating and changing the financial mindset of students through its seminars. During the year 2008, SFEPD began to present financial education seminars and workshops in communities located throughout the country.
Seminars Developed and Offered:
Credit Management
Personal Money Management
Creating Wealth by Investing
Creating Wealth through Homeownership
Retirement Planning
Estate Planning
Financing College Costs
Entrepreneurship
It is expected that after completion of the seminars/workshops developed and presented, attendees will have a better understanding of the subject presented. Attendees will also have the tools, knowledge, skills and techniques needed to ensure financial and professional growth.
WHAT'S NEW:
During 2008, SFEPD developed a new seminar, Creating Wealth through Homeownership. This seminar was offered to college students (e.g., upperclassmen) for the first time during the 2008 spring semester. The seminar is designed to help students prepare for and achieve homeownership. HomeFree-USA, through a grant provided by U.S. Dept of Housing and Urban Development, is the sponsor of this seminar.
Additionally, SFEPD formed a partnership with GMAC Financial Services. Under this new partnership, SFEPD presents SmartEdge financial education seminars to individuals of various socio-economic levels in communities located in number of cities throughout the country.
WHAT WE NEED:
To ensure the accomplishment of its mission, the organization seeks partners such as financial and education institutions, governmental entities, and foundations that support financial literacy initiatives and projects. The organization is specifically seeking opportunities and funding for the following programs:
- Opportunities to provide financial education in the workplace.
- Expansion of its investor education program to additional colleges and universities.
- Expansion of its financial education program to high schools and other underserved groups.
- Financial support of the organization's professional development program offered to college students and individuals entering to the workplace.
CONTACT INFORMATION:
Theodore R. Daniels
President and CEO
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Una Daniels-Edwards
Vice President of Outreach and Coordination
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The Society for Financial Education and Professional Development
2120 Washington Blvd. Suite 400
Arlington, VA 22204
Phone: 703.920.3807
www.sfepd.org
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