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124 Best Financial Planning-Themed Templates for PowerPoint and Google Slides

CrystalGraphics creates templates designed to make even average presentations look incredible. Below you’ll see thumbnail sized previews of the title slides of a few of our 124 best financial planning templates for PowerPoint and Google Slides. The text you’ll see in in those slides is just example text. The financial planning-related image or video you’ll see in the background of each title slide is designed to help you set the stage for your financial planning-related topics and it is included with that template. In addition to the title slides, each of our templates comes with 17 additional slide layouts that you can use to create an unlimited number of presentation slides with your own added text and images. And every template is available in both widescreen and standard formats. With over 6 million presentation templates available for you to choose from, CrystalGraphics is the award-winning provider of the world’s largest collection of templates for PowerPoint and Google Slides. So, take your time and look around. You’ll like what you see! Whether you want 1 great template or an ongoing subscription, we've got affordable purchasing options and 24/7 download access to fit your needs. Thanks to our unbeatable combination of quality, selection and unique customization options, CrystalGraphics is the company you can count on for your presentation enhancement needs. Just ask any of our thousands of satisfied customers from virtually every leading company around the world. They love our products. We think you will, too!

Features & Pricing

Widescreen (16:9) Presentation Templates. Change size...

Presentation with financial planning - PPT layouts having businessman in financial planning business background and a mint green colored foreground

Businessman Financial Planning Business Concept

PPT layouts having businessman in financial planning business concept

Presentation with financial planning - PPT theme consisting of distribution of money financial planning background and a colored foreground

Distribution Money Financial Planning Dollars

PPT theme consisting of distribution of money financial planning dollars in bright envelopes closeup

Presentation with financial planning - Amazing theme having distribution of money financial planning backdrop and a lemonade colored foreground

Distribution Money Financial Planning Euro

Theme having distribution of money financial planning euro in envelopes on wooden table background

Presentation with financial planning - Audience pleasing slide deck consisting of businessman in financial planning business backdrop and a teal colored foreground

Businessman Financial Planning Business Concept

Imagine yourself stepping into a high stakes business world where financial planning and analytics are the keys to success. You're a skilled employee in a growing industry, and your expertise is in high demand. Your workspace is sleek and modern, with subtle hints of sophistication that add an air of professionalism. The Split Title template is here to take you on this journey, providing a versatile framework for creating engaging content that resonates with your audience. This wide screen masterpiece features a sky blue color palette that sets the tone for a calming yet dynamic atmosphere. As you explore its capabilities, you'll notice the high resolution images for the background add depth and texture, bringing your ideas to life. The template is ideal for presentations where you want to highlight key takeaways or showcase complex concepts in an accessible manner. The Comparison Layout slide allows you to effectively compare and contrast different ideas or perspectives, making it a valuable feature for anyone looking to present data driven insights. By featuring a clean and modern design, including a background with subtle grid lines, having a theme of simplicity, enhanced with bold typography, you can create presentations that are easy to follow and engaging to attend. This template is designed to be easily downloadable and compatible with Google Slides, making it a convenient option for professionals looking to streamline their workflow.

Presentation with financial planning - Amazing theme having businessman in financial planning business backdrop and a colored foreground

Businessman Financial Planning Business Concept

Theme having businessman in financial planning business concept

Presentation with financial planning - Presentation design having planning their investments with financial background and a colored foreground

Senior Couple Planning Investments Financial

The image on the screen is high resolution and features beautiful sky blue walls with warm lighting, creating a cozy atmosphere perfect for planning investments. The Wide Title "Wide Title" in bold font dominates the background, making it stand out from other elements. This template is designed specifically for Widescreen presentations, ensuring a seamless viewing experience across various devices. It's an ideal choice for businesses looking to make a strong impression with their professional branding. With Sky Blue as the dominant color palette, this template exudes a sense of trust and expertise, perfect for presenting complex financial information. The keywords feature prominently in the design, including "agent", "couple", "expert", "occupation", and "mature" all words that evoke a sense of maturity and reliability. The mature tone is further enhanced by the inclusion of high resolution images, which add depth and visual interest to the template. Featuring high quality visuals like those from Google Slides, this template will help you showcase your content in the best possible way. The opposite directional arrows layout adds a touch of elegance to the design, creating clean lines and minimal clutter that keeps the focus on the important information. The theme of "Enhanced With" is subtly incorporated into the design, as the Sky Blue color palette creates a sense of continuity throughout the template. Having a clear and simple navigation system makes it easy for users to find the information they need. This template is downloadable, making it easily accessible for creators, including those on Google Slides, to update their presentation content with ease. Featuring high quality images and a user friendly design, this template is an excellent choice for businesses looking to enhance their professional branding.

Presentation with financial planning - Slide set enhanced with businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Slide set enhanced with businessman in financial planning business concept

Presentation with financial planning - Presentation design featuring businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Presentation design featuring businessman in financial planning business concept background

Presentation with financial planning - PPT theme enhanced with businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

In a world where business and finance are at the forefront of our lives, there's a crucial aspect that needs to be addressed: employee analytics. The numbers are staring us in the face, but what does it mean for growth? As we navigate through the ever changing landscape, staying ahead is key. The Corner Title template from CrystalGraphics embodies this theme perfectly, with its sleek steel blue color palette and high resolution images that will transport you to a world of finance and analytics. The design name "Corner Title" suggests a strong foundation, where corporate growth meets clever titles. This template features four essential slides at the start of your deck starting with an introduction that sets the tone for what's to come. Each slide is carefully designed to enhance your message and provide valuable insights into career growth. Take a look at the Circular Step Layout slide, which includes a background image featuring a clock striking 5 PM on a sunny day, symbolizing the intersection of finance and success. This graphic represents the idea that there are many hands involved in an organization's success. To take your analytics to the next level, consider adding Featured images of key players in the industry or Incorporating a Background With modern animations. Having a theme of providing actionable tips will keep your audience engaged throughout your presentation. Enhance your message with Googel Slides compatibility and download this template now and unlock a world of possibilities.

Presentation with financial planning - Slides enhanced with planning their investments with financial background and a tawny brown colored foreground

Senior Couple Planning Investments Financial

Slides enhanced with senior couple planning their investments with financial advisor in living room

Presentation with financial planning - Slides enhanced with businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Slides enhanced with businessman in financial planning business concept

Presentation with financial planning - Slide set having businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Slide set having businessman in financial planning business concept

Presentation with financial planning - Cool new PPT theme with businessman in financial planning business backdrop and a colored foreground

Businessman Financial Planning Business Concept

PPT theme with businessman in financial planning business concept backdrop

Presentation with financial planning - Beautiful slide deck featuring distribution of money financial planning backdrop and a colored foreground

Distribution Money Financial Planning Euro

Slide deck featuring distribution of money financial planning euro and bright envelopes on wooden table background

Presentation with financial planning - Audience pleasing theme consisting of businessman in financial planning business backdrop and a colored foreground

Businessman Financial Planning Business Concept

As you step into the world of financial planning, you're not just navigating through numbers and charts, but also managing your career trajectory and employee growth. The Corner Title template is designed to help you create a professional yet approachable visual identity that showcases your expertise in analytics driven business practices. Featuring high resolution images of financial planners at work, this template brings the concept of corporate finance to life. The Corner Title Widescreen template offers a stunning light sky blue color palette that sets the tone for a modern and sophisticated design. The 16:9 aspect ratio ensures that it's perfect for widescreen presentation. This template is compatible with Google Slides and can be downloaded instantly, making it easy to enhance your content with additional images or text. The design features a classic corporate theme, complete with sleek lines, simple shapes, and a subtle gradient effect. The stairs layout slide is an excellent example of how this template incorporates visual hierarchy and contrast to engage your audience. You can use this slide as a starting point for creating a compelling presentation that highlights your expertise in career development and employee growth. The corner title Widescreen template includes four helpful slides to get you started quickly, featuring interactive elements such as animations, transitions, and images that enhance the overall user experience. By incorporating these elements, you'll create an engaging and informative presentation that showcases your skills and knowledge in financial planning. With its high resolution background images and modern design, this template is sure to make a lasting impression on your audience.

Presentation with financial planning - PPT layouts enhanced with distribution of money financial planning background and a colored foreground

Distribution Money Financial Planning Dollars

PPT layouts enhanced with distribution of money financial planning dollars in envelopes closeup

Presentation with financial planning - Cool new slides with plan year - senior couple planning their investments backdrop and a seafoam green colored foreground

Senior Couple Planning Investments Financial

Slides with senior couple planning their investments with financial advisor in living room

Presentation with financial planning - Slides having businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Slides having businessman in financial planning business concept background

Presentation with financial planning - Audience pleasing slide deck consisting of cartoon road - young woman drawing car concept backdrop and a colored foreground

Young Woman Drawing Car Concept

Slide deck consisting of young woman drawing car concept on the subject of dreams or financial planning

Presentation with financial planning - Cool new PPT layouts with businessman in financial planning business backdrop and a colored foreground

Businessman Financial Planning Business Concept

PPT layouts with businessman in financial planning business concept backdrop

Presentation with financial planning - Audience pleasing PPT theme consisting of businessman in financial planning business backdrop and a colored foreground

Businessman Financial Planning Business Concept

As you begin your journey in the world of career analytics and growth, your professional corner needs a statement piece that sets the tone for your success. Introducing Corner Title, a visually stunning template designed to make a lasting impression on your audience. This Widescreen template features high resolution images for the background, ensuring a polished finish that's sure to impress. With a Light Blue color palette that exudes professionalism and trust, this template is perfect for showcasing your expertise in financial planning and analytics. The Managed Process Layout ensures seamless integration with PowerPoint, making it easy to create dynamic presentations that engage your audience. At the heart of Corner Title is the Theme of Featuring a High Quality Image, which can be used as an included background or displayed on its own as a standalone slide. This theme allows you to showcase a high resolution image that highlights your company's mission and values. This template includes four How To slides at the start of the deck to help you get up and running quickly. These slides cover essential topics such as Setting Up Your Presentation, Creating Engaging Visuals, Building an Engaging Story, and Delivering Effective Feedback. These steps are designed to take your audience on a guided journey to success. Corner Title is also compatible with Google Slides, making it easy to enhance with additional features and functionality. With its high resolution images, managed process layout, and featured background theme, this template is the perfect addition to any professional presentation.

▼Key features of this template

  • They are compatible with both PowerPoint and Google Slides running on either Windows PCs or Macs.

  • They are available in both standard and widescreen slide formats. You can choose your preferred format by clicking on the "Widescreen" check box or icon.

  • Each template includes a beautiful high-resolution background image or video to visually reinforce the theme of your presentation.

  • In addition, each template includes designer-created graphics and modern fonts to give your presentations an up-to-date, professional look.

  • Each template's default design and title text position have been carefully selected to complement its background without covering faces or other key elements.

  • All text includes backdrops whose transparency level is mathematically calculated to maximize text readability while still allowing the background to be seen.

  • And all the text, text backdrops and graphics in every slide are colored with a palette designed to beautifully complement the colors in the background.

  • Our Premium templates (those with the descriptor “Premium” in their subtitle) include over 64 slide layouts to give you maximum flexibility as you create your presentations.

    • Those layouts are available to you whenever you create a new slide or when you want to change the layout of an existing slide.
    • They include everything you need to make all sorts of presentations. In addition to the layouts for the title slide and the usual title and content slide, they include many other layouts for slide types including table of contents slides, org charts, charts, diagrams, infographics, photo slides, thank you slides and more.
    • While creating these layouts our template designers have ensured that all text in every layout adjusts as gracefully as possible to various numbers of words.

  • Customizable templates (those with the descriptor “Customizable” in their subtitle) may be easily modified online before you download them.

    • To modify them, simply click on the pencil editing icon, then select your choice of ready to go designs and title text positions.
    • The editing tool also makes it easy to reposition and scale the background image or video to best suit your needs.

▼FAQs

Please review these FAQs to see if your question is answered. Contact us for more info

  • What is a PowerPoint template?

    • A well designed PowerPoint template is a file that can tell PowerPoint how to make your ordinary templates look extraordinary. They won’t change what your words or numbers say. But they might change their size, color, font and placement. And, overall, they can give your presentations a professionally-designed look that will give your content more credibility and give you more confidence.

  • How many PowerPoint templates do you offer?

    • We have over 32,000 artist-created presentation templates in our PowerPlugs collection With a subscription, PowerPlugs templates are easy to download. Just sign in, find a template and click on the green Download button. ready for you to download. That alone offers you more variety to choose from than any of our competitors can offer. And, as if that weren’t enough, we also offer over 6 million templates in our Crystal collection. Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. These templates include high-resolution background images from Shutterstock’s vast image collection matched up with artist-created presentation designs customized by our own proprietary AI software.

  • How many templates can I download as a subscriber?

    • You can download an unlimited number of PowerPlugs-brand With a subscription, PowerPlugs templates are easy to download. Just sign in, find a template and click on the green Download button. templates every day for an entire year. (Actually, by default, we set a limit of 25 templates per day to prevent our competitors from stealing our templates. But, if that is not enough, just let us know and we’ll try to accommodate you.) On top of that, with a subscription or an Ultimate Combo, you can also download any 50 Crystal-brand Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. templates per year selected from our huge Crystal collection. Crystal brand templates are our line of templates that have customization options. They have the word "CRYSTAL" on their web page images. You can customize several aspects of the templates. .

  • Why should I choose your templates instead of the competition’s?

    • We’ve got a larger selection of professionally-designed PowerPoint templates than anyone else in the world.
    • Each template includes a high-resolution background image or video to visually inspire your audiences while reinforcing your message.
    • Each template includes 64 slide layouts to give you maximum flexibility as you create your presentations.
    • Our templates are available in both standard and widescreen slide formats. And our website lets you preview the slides each way.
    • Our free Template Finder™ plugin lets subscribers select and - with a single click - download and insert our templates into their presentations right from within PowerPoint.
    • We’ve been creating designer presentation templates for over 20 years. During that time we’ve won several awards and 5-star ratings for product quality. See About Us for more.

  • Do you offer a money-back guarantee?

    • Yes we do! We offer full 30-day money-back guarantee if you are not 100% satisfied with your purchase.

  • Can I still use my downloaded templates after my subscription runs out?

    • Yes. After your subscription expires, you won't lose any rights or ability to use your PowerPlugs: Templates for PowerPoint. You won't be able to download any new non-watermarked templates. But the non-watermarked templates you've already downloaded will still work and you can still use them as before.

  • Can I share my downloaded templates or passwords with friends or coworkers?

    • Sorry but no. You are authorized to download each paid-for template to up to 3 of your personal devices and to use the templates you download in as many presentations as you want. But you are not authorized to share the templates, themselves, with others. That said, we do offer highly discounted site licenses to suit the needs of both small and large teams. Just tell us your needs and we’ll give you a quote!

  • System requirements:

    • The templates use the standard POTX format. So they are compatible with Google Slides and all PC, Mac and mobile devices running any version of PowerPoint from PowerPoint 2007 up through and including Office 365 desktop.
    • Please note: Google Slides does not currently support background videos. It treats them as still images.
    • For PowerPoint for the Web, first open your template into a desktop version of PowerPoint, then save it back out as a PPTX file. Then you can open that in PowerPoint for the Web.

  • How will I get my purchased templates?

    • You may download your selected templates as soon as your payment is received by PayPal. If you purchased an individual template, you will be provided with a download link both onscreen and via email. Just click on that link to begin the download process. If you purchased a subscription, you will receive an email containing a password to use along with your email address to sign in to any of the templates pages on CrystalGraphics.com. Once you are signed in, you can immediately start downloading your selected templates.

  • How do I use my templates after I download them?

    • You can either open a template to start a new presentation or you can add a template to an existing presentation. To open a template, just double click on it or use PowerPoint's File > Open tool. To add a template to an existing presentation, on the Design tab, in the Themes group, click Browse for Themes... then browse to select your template.

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