1. Society for Financial Education and Professional Development

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

3. Major Program Our major program involves the development and presentation of face-to-face personal financial management seminars and workshops to college students, nationwide.

4. Goals of the Program 1. Provide practical financial knowledge to college students to help them maximize their financial and professional growth during and after graduation; 2.Change students’ mind-set in regards to the use of money, credit, spending, savings and investing; and 3. Increase the general financial knowledge of Americans.

5. Types of Seminars Credit Management Credit Management Personal Money Management Personal Money Management Investor Education Investor Education

6. Lessons Learned from Outreach to Universities Applied to the Workplace

7. Transferable Lessons Learned 1. Face-to-face approach more effective 2. Practical application of financial knowledge and skills to everyday life 3. Holistic approach has greater impact than single subject education 4. Targeted to Career/Life Stages

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

9. Society for Financial Education and Professional Development 2120 Washington Blvd., Suite 400 Arlington, VA 22204 www.sfepd.org 202-842-3807 www.sfepd.org