THE SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT, INC.
WHAT WE DO:
The Society for Financial Education and Professional Development, Inc. (SFEPD) is a nationally recognized 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. SFEPD offers personal financial education seminars and workshops for education institutions, corporate, government, and community-based organizations.
WHAT WE OFFER:
Seminars and Workshops
SFEPD offers face-to-face personal financial education seminars and workshops to college students and to individuals who interface with community-based organizations. Individuals who attend the SFEPD seminars and workshops are exposed to the fundamentals, strategies, and intricacies of 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, from establishing financial goals and following economic trends to retirement planning and investments. The newsletter is downloadable from the organization's web site—www.sfepd.org.
Annual Financial Literacy Leadership Conference
The SFEPD Annual Financial Literacy Leadership Conference is held during the fall of each year. The conference brings together leaders in the field of financial literacy to develop effective strategies and create partnerships to address the issues that have been broadly discussed in various forums. The primary goal of the conference is to create a forum for leaders of Federal, state, local, corporate, consumer groups, community-based organizations, schools, colleges/universities, financial institutions, other interested organizations and individuals to "roll-up" their sleeves to expand the process to enhance the level of financial literacy at all levels of the American society.
Financial Education Workshops and Seminars
Beginning the 2010-2011 academic school year, the organization will expand its financial education program to majority colleges and universities, nationwide. The students of these schools will be offered credit management and personal management seminars/workshops. This will be accomplished through the successful partnership with HSBC-North America.
Third Annual Conference
The Third Annual Financial Literacy Leadership Conference is an opportunity to gain important information, strategies, and partnerships to help enhance the financial literacy of your constituent group, institution, organization, or community. The conference's theme is "Financial Literacy: Next Steps," and will offer both opportunities to hear guest speakers and key panelists, as well as to present your own perspectives and interests regarding effective financial education delivery. The conference will be October 25-26, 2010, and interested parties can register at www.sfepd.org.
WHAT WE NEED:
To ensure the accomplishment of its mission, the organization seeks partners to expand its programs to corporate, government institutions, and underserved groups.
Theodore R. Daniels
President and CEO
Vice President, Program Management
The Society for Financial Education and Professional Development, Inc.
2120 Washington Blvd.
Arlington, VA 22204
Jump$tart Coalition for Personal Financial Literacy