17 Financial Advisor PPT Templates

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Business Infographic Presentation - PowerPoint template
Zero Business Infographic PowerPoint Presentation Template is the perfect for any kind of Business Plan, annual report, company conference, business meeting or showing company analysis. you can change any shape text and color easily without any other application because all shape is 100% vector and already include many color variation. so you can use best color which is the best match with your brand color also include multiple layout for every topics for the use of your choice.Features
  • 201 Multipurpose Slides, Clean, Simple & Creative slides
  • Widescreen Aspect Ratio (16×9 HD)
  • Custom animation for each object
  • Handcrafted 3D infographic in PowerPoint
  • 7 Color schemes with light and dark backgrounds
  • All Graphic resizable and editable
  • Extensive use of custom placeholders and smart art – just drag and drop
  • Short Instruction included
  • Easily editable, animation, transitions and more…
FAQIs it really over 5,600+ slides? Yes it is. Actually it’s 5628 slides, to be precise. Here’s how we got that many: There are 28 templates, each about 201 slides (a couple are a little more or a little less), with dark and light color versions of each slide. Per set of templates is
Sales: 759
Last updated: 05.12.17
$20
Multi Profit Financial Company Presentation PPT PowerPoint template
This well-designed PPTX Template will help you to create a structured presentation for your financial business. Multi Profit Financial Company Presentation PPT includes all sections and slides you may need to complete a presentation of your company objectives, history and achievements, areas of specialization and contact details. The template consists of 124 unique slides, including creative designs of infographics, charts, maps, etc.
Sales: 75
Last updated: 09.01.18
$21
Business Finance - PowerPoint Infographics Slides
Item DescriptionBusiness Finance PowerPoint Infographics Slides have 33 Unique slides / Total 35 slides and it has a lot of features. It’s made with Slide Master witch makes a customization very easy. It comes with 12 colors variations with light background. It is built in with 16:9 Full HD resolution. All presentation included an animated slide and transitions. Template is exported in PPTX format. Suitable for those who want to show their business in a simple and interesting way. Ideal for a business, finance, payments, strategy business, corporate, goals, personal and professional use etc.Item Features
  • 33 Unique Business Finance Slide
  • 35 Total Slides
  • Opening Slide
  • Closing Slide
  • 12 Color Variations
  • Light Background
  • Simple Line Vector Icons Fully Editable
  • Bonus 280 Vector Icons Fully Editable
  • Handmade Infographics
  • Easily Editable all Elements
  • Slide Master Slides
  • (16:9) Full HD
  • PowerPoint PPTX
  • PDF Documentation
  • Easy to use
Last updated: 23.11.21
$15
Aquenta - Corporate Business PowerPoint Template
AquentaCorporate Multipurpose PowerPoint TemplateSimple, clean, minimalist, modern, and professional presentation template. It is a multipurpose business presentation template. Perfect for any kind of business and corporate purpose, such as: agency, architecture, consulting, design, developer, e-commerce, general business, interior, finance, studio, marketing, startup pitch deck, real estate, etc
  • 42 Total Slides
  • Resizable and editable graphics
  • 100% free fonts
  • 16:9 Wide Screen Layout
  • Drag and drop image placeholder
Files Included:
  • Powerpoint .PPTX file
  • Help file (README_INFO.txt and HELPFILE.pdf)
Note: All the images are just for preview purpose only, not included on the presentation fileEnjoy!! Thanks :-)
Last updated: 11.11.21
$19
Formica - Multipurpose Business PowerPoint Template
FormicaCorporate Multipurpose Business PowerPoint TemplateSimple, clean, minimalist, modern, and professional presentation template. It is a multipurpose business presentation template. Perfect for any kind of business and corporate purpose, such as: agency, architecture, consulting, design, developer, e-commerce, general business, interior, finance, studio, marketing, startup pitch deck, real estate, etc
  • 36 Total Slides
  • Resizable and editable graphics
  • 100% free fonts
  • 16:9 Wide Screen Layout
  • Drag and drop image placeholder
Files Included:
  • Powerpoint .PPTX file
  • Help file (README_INFO.txt and HELPFILE.pdf)
Note: All the images are just for preview purpose only, not included on the presentation fileEnjoy!!Thanks :-)
Last updated: 11.11.21
$19
Minimal, modern, clean, simple, creative & corporate powerpoint presentation PowerPoint template
File Information:
  • Animated and not animated included in files
  • 99+ Unique Custom Slides & 13,500+ in total slides
  • PPTX & Theme thmx files for 16:9 + 4:3 Ratio
  • Light & Dark Theme Version
  • 17 Theme color versions
  • Vector: Vector maps, Icons, Elements & PSD device mock-ups included in Files
  • All Elements included Super Custom Animated effects
  • Theme color option, Easy to change colors, Fully editable text, photos, music & other elements
  • Used Fonts, Music & Picture Image links included in Support file.
Agenda:
  • About Us
  • Team Members
  • Portfolio
  • Timeline
  • Responsive Device
  • World Maps
Font used and available links:
  • All font links inside in support files.
Sales: 12
Last updated: 12.12.17
$20
Business Plan with 3D Infographics PowerPoint template
File Information:
  • 199+ Unique Custom Slides
  • 16000+ Total Custom Slides
  • Bright & Dark Theme Version
  • 10 Theme Colour Versions & 20 Scheme Colours
  • PPT & PPTX files for (16:9 + 4:3) Ratio
  • Vector 3D Infographics, Icons, elements & PNG included in Files/li
  • All Elements included Super Custom Animated effects
  • Theme Colour Option, Easy to change colors, Fully editable text, photos, music & other elements
Agenda:
  • About Us
  • Team Members
  • Our Portfolio
  • Business Plan
  • Our Services
  • Think Steps
  • Partnership
  • Time Maintain
  • Social Media
  • Price Table
  • Our Awards
  • Infographics
  • And More.
All font URL links inside in support filesMock-ups and Image are not included in main files.
Sales: 42
Last updated: 14.12.17
$20
Powerpoint  Annual Report Template
Annual Report Powerpoint Template is a Corporate multipurpose company annual report presentation template. Also, fit for the pitch deck presentation, and marketing tool kit. Modern look and a flat design element and easy to change the color.Don’t spend time, just download this professional template and the rest of the time spent on preparation of your speech. All pictures in the presentation can be easily inserted in just one click.Created to make your business presentation stand out, pain-free and professional look.What’s include?
  • 30 Unique Creative Slides
  • Retina and Full HD
  • PPT and PPTX
  • 1 PDF
  • 2 Aspect Ratio : 16:9 and Widescreen Size
  • Easy Editable
  • Overlay Picture Effect
  • PDF for preview includes
  • Masonry Portfolio
  • Layouts Based on Master Slides
  • Fully Animated Slides
  • Resizable Vector Elements
  • Pixel Perfect Progressive Design
  • Documentation
  • Free Font
  • Free Updates
Font we use :
  • Poppins: https://fonts.google.com/specimen/Poppins?preview.text_type=custom&query=Poppins
  • Open Sans: https://www.fontsquirrel.com/fonts/open-sans
Last updated: 28.06.21
$15
Finanza Finance PowerPoint template
Introducing **Finanza - Finance PowerPoint Template**This Presentation Template can be used for any variety of purposes, such as:finance, reporting, accounting, consultant, bank, economy style, creative studio, agency, company, corporate, portfolio, photography and also can be used for Personal Portfolio.This Presentation Template contains Modern, Elegant, creative, Professional and unique layouts.FEATURES- Total Slides: 36 Slides- All graphics resizable and editable- Used and recommended free web fonts- Based on Master Slides- 16:9 Wide Screen Ratio- Picture Placeholder- Just Drag and Drop!- Easily Editable!**All images on the demo is just for preview purpose only and not actually included on the files**Hope you Like it.Thanks.
Sales: 7
Last updated: 18.06.20
$20
Business Plan Presentation PowerPoint template
Files Informations___________________________________________________________________________________________
  • 21500+ Slides included.
  • US Letter Size Print.
  • 200 Unique slides
  • Size (16:9, 4:3) Ratio.
  • PPTX, PSD, PNG, PDF Included in main files.
  • High Resulation Ratio.
  • Good files combinations.
  • Step by step folder included in main files.
  • Fully editable colors & shape.
  • Well ordered layers.
  • Support File included.
Contact & Support___________________________________________________________________________________________Feel free to get in touch by writing a message in the comment section: whether it is a question about this bundle, you are in search of something specific or simply want to say hello! Please note that the mockups are for preview purposes only and therefore not included in the download.
Sales: 37
Last updated: 18.12.17
$20
Cash Bond - Financial Presentation PowerPoint Template
This well-designed PPTX Template will help you to create a structured presentation for your financial business. Making a PowerPoint presentation from scratch is rather time-consuming, that is why a complete pre-made design is good to save you time. It’s pretty much quicker to download a professional template. A high-quality presentation design is provided in 16:9 ratio, which is the most optimized size. The templates includes all needed sections for your presentation, Welcome,
Sales: 26
Last updated: 09.01.18
$21
Fintech Startup PowerPoint template
Fintech Startup - Pitch Deck PresentationIntroducing Fintech Startup presentation template provides you the interface with key guidelines to ensure your pitch deck perform their best. This template contains various high quality designs and graphics relevant to the topic and contents. All slides are designed to help you prepare your presentation in more impact and effective way. We create 16:9 scale size that maximize the screen visibility. There are 40+ Unique custom slides with 7 premade design to help you see this presentation in other color themes (Red, Green, Blue, Purple, Turquoise, Brown and BW/Grey). You can easily edit the layout, and create unlimited color option using color theme in slide master that meet your brand guidelines. We use free lisence font then you don't need to have additional cost on it.
Sales: 8
Last updated: 07.03.18
$17
Luxurious - PowerPoint template
Powerpoint Template Luxurious Pack is a collection of graphic, slides, diagram, template, etc. to build your own awesome presentation, we offer over 100 unique slides that you can use it for various business and presentation purpose such energy, medical, environment, education, finance, pitch deck, creative, technology, offshore, and many more. all the content is build by our experience in making great powerpoint presentation, all graphic, slides, categories & diagram is based on client needed, so everything you’ll need is on this pack!. It’s time to impress your audience and grab their attention with this professional visual design, that we made based on the Best Professional presentation pitch deck around the world !
Sales: 10
Last updated: 10.10.17
$19
Bursa Professional Fintech PowerPoint Template
Bursa Professional Fintech PowerPoint TemplateDo you want to impress audiences with your presentations, but you think that you’re always picking the wrong design? Don’t worry, Bursa Professional Fintech PowerPoint Template is your solution. When you don’t want to start from scratch, but need a lot of creative freedom, here you'll find an overview of the latest features like well-structured slides, battle-tested fonts, and image placeholders yet fully editable visual elements. This presentation template is very suitable for any construction project ideas. Best thing of all? This Bursa Professional Fintech PowerPoint Template also provides data visualization like charts, diagrams, and infographics for data interpretation. Deliver your next deck faster from our PowerPoint experts on our marketplace right away.Obtained in Packages
  • PPTX Template Files Ready
  • Help Guide File
  • XML Files (Custom Ms. Office Theme Colors)
  • 1 PPTX Icons Pack Files
Main Features
  • 60+ Unique Slides
  • Modern Icon Pack
  • Based on Master Slides
  • 50+ XML Files (Custom Ms. Office Theme Colors)
  • Unlimited Color Options (Ms PowerPoint Default Color Schemes)
  • 60+ Master Slide Layouts (Light and Dark Version)
  • 16:9 Aspect Ratio
  • Handmade Infographic
  • Light & Dark Version
  • Drag and Drop Ready
  • Free Support
  • Font Used
This template uses free fontsAll links for
Last updated: 05.10.21
$20
Financial Advisor Presentation PowerPoint template
Now you don’t need to spend time preparing complicated slides. Just download this presentation and replace text and images in a few clicks. Have more time preparing your speech. Easy to use and customize, versatile and thematically specific. Modern template with attractive design to showcase your business idea in the best possible way. Totally alterable, designed to fit all of your requirements. Every slide is fully editable, well-organized and eye-catching.Main Features:
  • 50+ Unique Eye-catching Slides;
  • Compatible with Microsoft PowerPoint;
  • Full HD / 16:9 / 1920x1080px;
  • Color Themes Used — Change All the Colors in 1 Click;
  • Slide Templates Ready;
  • Pixel Perfect Progressive Design;
  • Fully Animated Slides;
  • Well Organized and Easy to Change Document;
  • Free Images and Fonts Used;
  • Free Updates;
  • Unbeatable customer support. Need help? Drop us a message!
What’s included in the download:
  • Microsoft PowerPoint Presentation Template (.pptx);
  • Help file.
Requirements
  • You need at least Microsoft PowerPoint 2013 or newer to customize PPTX template, as well as a basic understanding of how Microsoft PowerPoint works.
FontsFree fonts used only.Please noteImages of third-party authors, that were shown on mockups and mockups as well are not included and were shown here for preview purpose only.
Last updated: 25.11.20
$15
Business Plan - Creative Business PowerPoint template
Introducing **Business Plan – Creative Business PowerPoint Template**This Presentation Template can be used for any variety of purposes, such as:Company, Corporate, Agency, Studio, Business, StartUp, Photography, Institution,Organization, and also can be used for Personal Portfolio.This Presentation Template contains Modern, Elegant, creative, Professional and unique layouts.**FEATURES**- Total Slides: 36 Slides- All graphics resizable and editable- Used and recommended free web fonts- Based on Master Slides- Vector icons included- 16:9 Wide Screen Ratio- Picture Placeholder- Just Drag and Drop!- Easily Editable!**FILES INCLUDED**- PowerPoint .PPTX file- Documentation File**All images on the demo is just for preview purpose only and not actually included on the files**Hope you Like it.Thanks.
Last updated: 12.02.21
$17
Finance Consultant Presentation PowerPoint template
Now you don’t need to spend time preparing complicated slides. Just download this presentation and replace text and images in a few clicks. Have more time preparing your speech. Easy to use and customize, versatile and thematically specific. Modern template with attractive design to showcase your business idea in the best possible way. Totally alterable, designed to fit all of your requirements. Every slide is fully editable, well-organized and eye-catching.Main Features:
  • 50+ Unique Eye-catching Slides;
  • Compatible with Microsoft PowerPoint;
  • Full HD / 16:9 / 1920x1080px;
  • Color Themes Used — Change All the Colors in 1 Click;
  • Slide Templates Ready;
  • Pixel Perfect Progressive Design;
  • Fully Animated Slides;
  • Well Organized and Easy to Change Document;
  • Free Images and Fonts Used;
  • Free Updates;
  • Unbeatable customer support. Need help? Drop us a message!
What’s included in the download:
  • Microsoft PowerPoint Presentation Template (.pptx);
  • Help file.
Requirements
  • You need at least Microsoft PowerPoint 2013 or newer to customize PPTX template, as well as a basic understanding of how Microsoft PowerPoint works.
FontsFree fonts used only.Please noteImages of third-party authors, that were shown on mockups and mockups as well are not included and were shown here for preview purpose only.
Last updated: 25.11.20
$15

PowerPoint Templates for Financial Advisors - Peculiarities and Tips

All people, starting from school, turn to PowerPoint help. At a young age, it was permissible to use simple images, an ordinary font. On the contrary, working in a serious company, you need to approach this more responsibly. One of the most important sectors that require a serious approach and clarity of thoughts and numbers is finance.

TemplateMonster marketplace is ready to offer you PowerPoint templates for financial advisors that will meet all the specified parameters.

Where to Use PowerPoint Templates for Financial Advisors

First things first, a financial advisor is a specialist who provides monetary policy advice at various levels. He can work both as an individual advisor and for a big corporation as a legal entity. This does not change his functions. His primary responsibilities are:

  • development of long-term action plans;
  • the effective attraction of investors (if necessary);
  • customer acquisition and retention;
  • development and creation of the company's pricing policy;
  • assessment of assets and liabilities (liquidity);
  • control and analysis of the situation in the stock market for long-term investments;
  • drawing up a financial plan;
  • analysis of the further development of the enterprise and much more.

So, financial advisors operate with presentations almost every day. Therefore, they need to have a streamlined process and quality designs.

Crucial Features in PowerPoint Templates for Financial Advisors

It is not in vain that we single out this point separately. Financial projects are distinguished by:

  • the rigor of design;
  • clarity;
  • accurate presentation of information, and so on.

Let's take a look at why these features are important.

Strict and Confident Design

Financial presentations aren't famous for cartoonish designs or swirling fonts. On the contrary, special attention is paid to numbers. TemplateMonster marketplace specializes in professional charts, charts, lists, tables, and other patterns.

Of course, no one forbids you to use any design for your financial report. But, decide what is more important - a beautiful design or a clear understanding of what you want to convey.

Font Size

In a perfect presentation for public speaking, there is mostly one main word or a short thesis in one sentence; everything else is images. In financial presentations, however, there can be quite a lot of text with a size of 12 and 14. By the way, in case you are preparing financial reports or analytics, you may use a size of 10 and even 8. But remember to highlight important moments.

Widescreen Aspect Ratio (16:9)

The tendency of setting 4:3 came from the projector format, and PowerPoint in earlier versions made this orientation primary. But most of the screens on which your customers and partners will read your presentation will be in 16:9 orientation. In addition, these slides are easier to divide into 2 and 3 parts, which gives you more room to place the blocks with data. By the way, the latest versions of PowerPoint made 16:9 the primary orientation.

Dark Backgrounds

Dark background presentation is becoming much more popular as people feel the improved readability of the text. If you are not planning to print this presentation, feel free to try the dark theme. Consequently, this will allow your presentation to stand out from the rest.

Important: if you decide to do this, insert the text exclusively using white color since you need to maintain maximum contrast on the slide.

Financial workers are extremely busy people with numbers and ways to increase profits in their heads 24/7. That is why experts and designers have taken great care to simplify their workflow without compromising quality. Feel free to use ready PowerPoint templates for financial advisors for any report, financial plan, investors' pitch, future development goals, etc.

Dark Mode In PowerPoint Templates for Financial Advisors

The dark theme greatly improves the perception of text information if you use it correctly. We bring to your attention a video guide with tips for using a dark theme. As a result, the likelihood of making a mistake in the design will significantly decrease.


PowerPoint Templates for Financial Advisors Q&A

Can I change fonts or colors in PowerPoint templates for financial advisors?

Of course. The data our partners provide is fully customizable, and you can adjust everything you need to be changed. However, please pay attention to the initial settings. Designers form them for each theme to meet your potential audience's requirements fully.

Is It crucial to pay for PowerPoint templates for financial advisors?

No, this is optional. You can use free patterns as well. The thing is that financial presentations are of high-quality slides, which often only paid services can give. So, sometimes it's better to pay to get a quality result.

Can I receive any assistance with my PowerPoint templates for financial advisors?

Yes, if you bought templates on TemplateMonster, you will gain 6-months of access to 24/7 support from our technical specialists. They will help you with any problems, from the complexity of slide management to technical issues.

Can I use PowerPoint templates for financial advisors if I don't have a designer?

A huge advantage of the themes presented by our service is that they are completely ready for use. In short, designers have already worked hard to create top-notch templates for your professional performances. You only need to insert your content and images, if applicable.