Society Society for for

Financial Education Financial Education and and

Professional Professional DevelopmentDevelopment

MissionMission

The mission of the Society for Financial The mission of the Society for Financial Education and Professional Education and Professional Development is to enhance the level of Development is to enhance the level of financial and economic literacy of financial and economic literacy of individuals and households in the individuals and households in the United States and promote professional United States and promote professional development at the initial stage of development at the initial stage of career development and mid-level career development and mid-level management. management.

Major ProgramMajor Program

Our major program involves the Our major program involves the development and presentation of development and presentation of

face-to-face personal financial face-to-face personal financial management seminars and management seminars and workshops to college students, workshops to college students, nationwide.nationwide.

Goals of the ProgramGoals of the Program1.1. Provide practical financial knowledge to Provide practical financial knowledge to

college students to help them maximize college students to help them maximize their financial and professional growth their financial and professional growth during and after graduation;during and after graduation;

2.2. Change students’ mind-set in regards to Change students’ mind-set in regards to the use of money, credit, spending, the use of money, credit, spending, savings and investing; andsavings and investing; and

3.3. Increase the general financial knowledge Increase the general financial knowledge of Americans.of Americans.

Types of SeminarsTypes of Seminars

Credit ManagementCredit Management

Personal Money ManagementPersonal Money Management

Investor EducationInvestor Education

Lessons Learned from Lessons Learned from Outreach to Universities Outreach to Universities

Applied to the Applied to the WorkplaceWorkplace

Transferable Lessons Transferable Lessons LearnedLearned

1.1. Face-to-face approach more effectiveFace-to-face approach more effective

2.2. Practical application of financial Practical application of financial knowledge and skills to everyday lifeknowledge and skills to everyday life

3.3. Holistic approach has greater impact Holistic approach has greater impact than single subject educationthan single subject education

4.4. Targeted to Career/Life StagesTargeted to Career/Life Stages

CredibilityCredibility

The U.S. Department of the Treasury, The U.S. Department of the Treasury, Office of Financial Education, Office of Financial Education, presented the Society for Financial presented the Society for Financial Education and Professional Education and Professional Development a Certificate of Development a Certificate of Recognition.Recognition.

Society for Society for Financial Education and Financial Education and

Professional Professional DevelopmentDevelopment

2120 Washington Blvd., 2120 Washington Blvd., Suite 400Suite 400

Arlington, VA 22204Arlington, VA 22204www.sfepd.org202-842-3807202-842-3807