www.crystalgraphics.com CrystalGraphics
  • Ultimate Combo
  • Templates
  • Diagrams
  • Characters
  • Quizzes
  • shopping cart
  • Sign Out Sign Out Sign In
Home > Templates > Financial > Financial Planning Category
search icon
advanced icon

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

Businessman Financial Planning Business Concept

Presentation theme consisting of businessman in financial planning business concept

 Presentation with financial planning - Audience pleasing slide deck consisting of distribution of money financial planning backdrop and a white colored foreground

Distribution Money Financial Planning Dollars

Slide deck consisting of distribution of money financial planning dollars in envelopes on wooden table background backdrop

 Presentation with financial planning - Slides enhanced with distribution of money financial planning background and a tawny brown colored foreground

Distribution Money Financial Planning Dollars

Slides enhanced with distribution of money financial planning dollars in envelopes on wooden table background

 Presentation with financial planning - Cool new PPT layouts with distribution of money financial planning backdrop and a light gray colored foreground

Distribution Money Financial Planning Dollars

PPT layouts with distribution of money financial planning dollars in envelopes on wooden table background

 Presentation with financial planning - Colorful PPT layouts enhanced with businessman in financial planning business backdrop and a  colored foreground

Businessman Financial Planning Business Concept

PPT layouts enhanced with businessman in financial planning business concept

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

Distribution Money Financial Planning Dollars

PPT theme consisting of distribution of money financial planning dollars in envelopes on wooden table background

 Presentation with financial planning - Colorful slide deck enhanced with planning their investments with financial backdrop and a soft green colored foreground

Senior Couple Planning Investments Financial

Slide deck enhanced with senior couple planning their investments with financial advisor in living room backdrop

 Presentation with financial planning - Theme having cheerful young couple at financial background and a soft green colored foreground

Cheerful Young Couple Financial Planning

As you embark on building your business or creating engaging content, it's time to elevate your game with the Corner Title template by CrystalGraphics. This stunning widescreen design is perfect for anyone who wants to make a lasting impression and convey their expertise in agent, couple, expert, woman, or buyers related topics. The Corner Title template features a cheerful and modern look that exudes confidence and professionalism. The four How To slides at the start of the deck will help you get up and running quickly, and upon closer inspection, you'll notice a beautifully crafted background with a warm and inviting color palette think high resolution images of elegant office spaces or cozy home offices. With Our CRystal Clear Goal slide, you can showcase your expertise in providing top notch financial planning services to discerning clients. This template is the perfect accompaniment to any Googel Slides presentation, making it easy to enhance with additional visuals and animations as needed. Including a Background With of vibrant colors and playful patterns, this template brings an element of fun and sophistication to your content. Having a Theme of building trust and credibility in the eyes of potential clients is achieved through the careful selection of fonts, icons, and graphics that work seamlessly together.

 Presentation with financial planning - Beautiful presentation theme featuring management incoming outgoing - stressed manager planning - financial backdrop and a  colored foreground

Stressed Manager Planning Financial

Presentation theme featuring stressed manager planning - financial crises

 Presentation with financial planning - Amazing slide deck having distribution of money financial planning backdrop and a coral colored foreground

Distribution Money Financial Planning Dollars

Slide deck having distribution of money financial planning dollars in envelopes on wooden table background

 Presentation with financial planning - Colorful presentation design enhanced with businessman in financial planning business backdrop and a  colored foreground

Businessman Financial Planning Business Concept

Presentation design enhanced with businessman in financial planning business concept

 Presentation with financial planning - Colorful PPT theme enhanced with distribution of money financial planning backdrop and a soft green colored foreground

Distribution Money Financial Planning Dollars

PPT theme enhanced with distribution of money financial planning dollars in envelopes on wooden table background backdrop

 Presentation with financial planning - PPT theme having predictive intelligence - businessman in financial planning business background and a teal colored foreground

Businessman Financial Planning Business Concept

PPT theme having businessman in financial planning business concept

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

Businessman Financial Planning Business Concept

Presentation theme enhanced with businessman in financial planning business concept

 Presentation with financial planning - Amazing PPT theme having stack books - businessman in financial planning business backdrop and a light blue colored foreground

Businessman Financial Planning Business Concept

PPT theme having businessman in financial planning business concept backdrop

 Presentation with financial planning - Cool new PPT theme with boy holding dollar cash money backdrop and a  colored foreground

Financial Planning Childhood Educational Concept

PPT theme with financial planning childhood and educational concept - smiling boy holding dollar cash money in his hand over american flag background backdrop

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

Businessman Financial Planning Business Concept

Slides consisting of businessman in financial planning business concept

 Presentation with financial planning - Presentation having commission plan - businessman pressing button background and a  colored foreground

Businessman Pressing Button Text Financial

Presentation having businessman pressing button with the text financial planning

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

Businessman Financial Planning Business Concept

Imagine being the top financial planner in your company with a powerful tool to help you stay on top of the industry trends and analytics. This template is designed to make your life easier as it features high resolution images for a seamless business image. The design name for this template is "Business Vision", short for Business Visionary Insights. The template format is Widescreen, making it perfect for large screens or presentations. The Light Blue color palette provides a calm and professional atmosphere that enhances the overall mood of the template. This template is ideal for career advancement in financial planning. The keywords used to describe this template are "career", "spying", "employee", "analytics", and "growing". Featuring high quality images, this template includes a Background With a subtle gradient effect, giving it a professional look. Having a theme of Business Planning, the layout of the 5 Year Calendar Timeline is included in one slide, providing valuable insights into your company's long term growth. This template is downloadable on Google Slides and compatible with various software versions, making it easy to use anywhere. A five year calendar timeline layout slide provides a clear representation of the past year's performance and future projections. Enhancing its functionality is the inclusion of a dynamic chart that updates in real time, providing employees with valuable data driven insights. As you start using this template, you'll be able to create engaging presentations by including a background image featuring a company logo or your personal branding. Having a theme of Business Planning, you can also customize the layout and add charts to meet your specific needs.

 Presentation with financial planning - Beautiful PPT theme featuring retirement saving - senior woman consulting accountant backdrop and a soft green colored foreground

Senior Woman Consulting Accountant Taxes

The moment you click on the Corner Title template from CrystalGraphics, your eyes are drawn to its sleek and modern design. This template is perfect for creating professional presentations that convey information in a clear and concise manner. At its core, Corner Title is built on a high resolution image featuring a woman consulting an accountant about her taxes and financial planning. The warm light of the golden hour casts a flattering glow over the scene, making it feel inviting and approachable. The Light Steel Blue color palette gives the template a professional yet approachable look, making it perfect for financial professionals, accountants, or anyone looking to convey a sense of expertise. This theme is easily incorporated into presentations with a focus on high level information, such as market trends or economic analysis. The result is a clean and modern design that enhances the message being conveyed. One of the standout features of this template is its use of 3 Pictures + Captions Layout slide. Featuring beautifully styled images of high resolution graphs and charts, these slides provide visual interest while also highlighting key data points. Including a Background With subtle animation and effects adds an extra layer of engagement, making it easier to present complex information in a clear and concise manner. Having a Theme of Enhanced With advanced layout options allows you to easily customize the template to fit your specific needs. Whether you're creating a financial presentation or need to add some visual flair to a sales pitch, Corner Title has got you covered. With its download feature enabled, it's easy to share your presentations with others and use Google Slides as the platform of choice. The Widescreen format ensures that your slides are easily viewable on any device, making it the perfect template for both personal and professional use.

 Presentation with financial planning - Theme having predictive intelligence - businessman in financial planning business background and a white colored foreground

Businessman Financial Planning Business Concept

Theme having businessman in financial planning business concept

▼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.
  • End user license agreement:

    • Click here to view.
  • 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.

View more Financial Planning templates:

previous 1 2 3 4 5 6 next
93% of Fortune 1000
companies use our
PowerPoint Products
Templates Secure

Standing Ovation Award
Winner: Best PowerPoint
Template Collection
Fortune Logos
200,000+ satisfied
customers worldwide!
Guarantee
100% satisfaction guaranteed
- or send it back for a refund!

Sign up for our free newsletter! You'll get news about our PowerPoint-enhancing product line – including free updates, new product announcements and exclusive special offers. Plus you'll get a link to a free PowerPoint template with every newsletter you receive.
Privacy Policy
Loading...


Help

Contact Us
Product FAQs
Product License Agreements

Company Info

About Us
Privacy Policy
CrystalGraphics, Inc. 1999 S. Bascom Avenue Suite 700 Campbell, CA 95008 USA
© 2026 CrystalGraphics, Inc. All rights Reserved.    |     PowerPlugs is a trademark of CrystalGraphics, Inc.
Microsoft and the PowerPoint logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries.
Loading...
Loading...