www.crystalgraphics.com CrystalGraphics
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 - Slide deck with businessman in financial planning business background and a colored foreground

Businessman Financial Planning Business Concept

Slide deck with businessman in financial planning business concept

Presentation with financial planning - Theme having two-young-contemporary-managers-sitting background and a coral colored foreground

Two Young Contemporary Managers Sitting

Theme having two young contemporary managers sitting by table and looking at one another during discussion of financial data and planning work

Presentation with financial planning - Slides consisting of distribution of money financial planning background and a lemonade colored foreground

Distribution Money Financial Planning Euro

Slides consisting of distribution of money financial planning euro in envelopes on wooden table background

Presentation with financial planning - PPT layouts having young couple at the financial background and a coral colored foreground

Young Couple Financial Planning Consultation

Imagine yourself as a top financial agent working with couples to help them navigate the complex world of investments and planning, all while looking sharp and put together in your crisp dark turquoise attire. The background of your high resolution images for the template is sleek and modern, featuring a subtle gradient that gives it an edge, making you stand out even more as you present your expertise to clients. The Corner Title Widescreen template is designed with the buyer in mind, creating a seamless experience for those who need to prepare and plan their financial future. This template features a dark turquoise color palette that exudes professionalism, perfect for a serious business like finance. With its cutting edge design elements, including 4How To slides at the start of the deck to help you get up and running quickly, this is an easy to use template that's both visually stunning and highly customizable. The Gear in Sync Layout slide adds a touch of sophistication to your presentation, showcasing the different tools and resources available to help couples achieve their financial goals. It's like having all your financial planning needs at your fingertips it's seamless and intuitive. With its dark turquoise theme and high resolution images for the background, this template is sure to impress even the most discerning clients. When including a Background With feature, you can add subtle animations or transitions to enhance the visual impact of your presentation, making it truly engaging and memorable. Having a Theme of Financial Planning is also a great idea, as it allows you to showcase your expertise in a clear and concise manner. With Enhanced With options like adding audio files or videos to support your presentation, you can take it to the next level and create an even more compelling experience for your clients.

Presentation with financial planning - PPT theme having business-consultants-and-trainees-work background and a tawny brown colored foreground

Business Consultants Trainees Work Together

PPT theme having business consultants and trainees work together on financial analysis and financial planning

Presentation with financial planning - PPT theme having their investments with financial advisor background and a violet colored foreground

Senior Couple Planning Investments Financial

PPT theme having senior couple planning their investments with financial advisor in living room

Presentation with financial planning - Beautiful PPT theme featuring predictive intelligence - businessman in financial planning business backdrop and a white colored foreground

Businessman Financial Planning Business Concept

PPT theme featuring businessman in financial planning business concept backdrop

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

Businessman Financial Planning Business Concept

Slide set consisting of businessman in financial planning business concept

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

Businessman Financial Planning Business Concept

Slides with businessman in financial planning business concept

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

Distribution Money Financial Planning Dollars

Presentation theme having distribution of money financial planning dollars in envelopes on wooden table background background

Presentation with financial planning - Audience pleasing presentation consisting of distribution of money financial planning backdrop and a gold colored foreground

Distribution Money Financial Planning Dollars

Presentation consisting of distribution of money financial planning dollars in bright envelopes closeup backdrop

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

Businessman Financial Planning Business Concept

Slide deck having businessman in financial planning business concept

Presentation with financial planning - Beautiful PPT theme featuring intelligent opportunism - businessman in financial planning business backdrop and a sky blue colored foreground

Businessman Financial Planning Business Concept

PPT theme featuring businessman in financial planning business concept backdrop

Presentation with financial planning - Presentation theme having figures coins balancing - financial planning concept background and a white colored foreground

Financial Planning Concept

As you embark on your financial planning journey, you'll want to create a template that's both visually stunning and functional. The Corner Title template is designed to help you achieve just that, with its Cornflower Blue color palette that features high resolution images for the background, setting the tone for a professional and sophisticated look. This template is perfect for accounting professionals, bank staff, or anyone looking to enhance their financial planning concept on Google Slides. It's also ideal for creating presentations with a theme of financial success, featuring a balance sheet as the centerpiece. The template includes four How To slides at the start of your deck, but don't worry, you won't have to learn all the details from scratch. The Table of Contents slide will guide you through what's included in each section, and the downloadable format makes it easy to get started right away. For instance, this template could be used to create a comprehensive financial planning presentation, including the balance sheet, income statement, cash flow statement, and more. Alternatively, you could include a background image of a bank vault or a financial institution to give your presentation a professional look. By incorporating key terms such as capital, numbers, accounting, bank, and balance into its design, this template is sure to meet the expectations of any finance professional looking to take their skills to the next level.

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

Presentation with financial planning - Beautiful presentation theme featuring young woman drawing car concept backdrop and a light gray colored foreground

Young Woman Drawing Car Concept

Presentation theme featuring young woman drawing car concept on the subject of dreams or financial planning backdrop

Presentation with financial planning - Presentation enhanced with purpose writing - distribution of money financial planning background and a lemonade colored foreground

Distribution Money Financial Planning Euro

Presentation enhanced with distribution of money financial planning euro in envelopes on wooden table background

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

Distribution Money Financial Planning Dollars

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

▼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.
previous 1 2 3 4 5 6 next

More Financial Planning presentation templates

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.