Client financial and budget planning process powerpoint presentation slides


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PowerPoint presentation slides

Pre made 53 presentation themes for planning process. Also suitable for budget planners or banking professionals. High resolution presentation diagrams. Apply any sort of editing to perfectly match your style. Presentation slide of business quote and thanks in end. Free from permanent water marks. Goes well with Google slides. Quickly downloadable. Can be easily converted into PDF or JPG formats.

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Content of this Powerpoint Presentation

Slide 1: This slide introduces Financial Planning Process. State Your Company Name and begin.
Slide 2: This is an Agenda slide. Note down your agendas here.
Slide 3: This is Our Mission slide with Vision and Goals and text boxes to go with. State them here.
Slide 4: This is Our Team slide with names, designation and text boxes.
Slide 5: This is an About Us slide. State company/team specifications here.
Slide 6: This slide shows Financial Planning displaying- Retirement Planning, Estate Planning, Investment Planning, Wealth Accumulation, Insurance Planning, Education Planning, Tax Planning, Cash flow Management, Debt Management, Corporate Strategies, Our Financial Planning Process.
Slide 7: This slide shows Steps in Financial Planning Process with the following points- Gather Data & Agree Goals, Define The Relationship, Analysis & Evaluation Create & Present Solution In A Plan, Implement The Plan, Review & Report, The Financial Planning Process.
Slide 8: This slide shows Objectives Of Financial Planning with- Education Funding, Retirement Funding, General Investment Fund, Reduction Of Tax Burden, Investment And Property, Management, Emergency Funding, Protection Against Personal, Risk, Financial Planning.
Slide 9: This slide presents The Financial Pyramid displaying- Ideal Foundation, Risk Foundation, Investment, Debt Reduction, Emergency Fund, Insurance(Protection), Net Worth, Cash Flow, Risk to Lerance, Goal, Investment, Insurance(Saving + Protection).
Slide 10: This slide shows Responsibilities Of Client And Planner displaying- Express concerns, hopes and goals, Do not procrastinate, Be honest with your answer to question, Live within your current income and do not live up to or beyond it, Be open to formulating A financial plan and identifying strategies to reach goals and objective of the Client and Implementing and monitoring financial plan, Analyzing client circumstances and prepare financial plan, Explaining financial concept and clarify client goal, Evaluating client’ of Planner.
Slide 11: This slide shows Requirements Of Data Collection Form displaying- Personal Details, Basic Financial Details, Cash Flow, Insurance, Estate Planning, Qualitative Information, Attitude to Risk.
Slide 12: This Cash flow Analysis displaying- Investing, Operations, Supplemental Information, Financing.
Slide 13: This slide displays Cash Flow Control showcasing- Customer Order, Inventory Management, Invoicing, Credit, Control, Order Fulfillment.
Slide 14: This is a Financial Highlights slide in tabular form.
Slide 15: This is Financial Growth Analysis in tabular form.
Slide 16: This is Financial Planning Timeline slide.
Slide 17: This slide shows Resource Capacity Planning.
Slide 18: This is Budget Financial Plan slide.
Slide 19: This is Budget Financial Plan slide showcasing- Review, Implement, Define, Analyze, Solve.
Slide 20: This slide presents New Capital Budgeting with- Net Present Value, Internal Rate Of Return, Profitability Index, Payback, Discounted Payback.
Slide 21: This slide shows Budget Monitoring Process displaying- Services Performance, Impact on Future Years, Take Actions on “Variances”, Approved Budget, Compare with Actual Spending.
Slide 22: This slide showcases Annual Financial Budget in a creative graphical form.
Slide 23: This slide presents a Cost Comparison Table.
Slide 24: This slide displays Comparison. Compare different aspects etc. with creative icon imagery.
Slide 25: This slide shows Risk Tolerance Analysis in a metric scale form.
Slide 26: This slide showcases Risk Return Plot displaying- Annualized Return, Annualized Standard Deviation.
Slide 27: This slide presents a Risk Reward Matrix displaying- Investment Reward, Investment.
Slide 28: This slide shows a Financial Balance Sheet Dashboard.
Slide 29: This slide showcases Financial Value Segmentation in tabular form.
Slide 30: This is an Investment Flow Chart slide showcasing- Investment, Non-Guaranteed Return Investment, Guaranteed Return Investment, Fixed Deposit, Post-Office Scheme, Provident Fund, PPF, Equity, Gold, Commodity, Real Estate, ULIP, Mutual Fund, Physical Form, Mutual Fund, Stock Market, Sectorial Equity Fund, Diversified Equity Fund, Mutual Fund, Stock Market.
Slide 31: This slide showcases Tax Planning displaying- Provide Last Year’s Tax Return, Analyze Situation And Project Tax Saving, Deliver Contact Outlining Fees, Research And Analysis, Implement Tax Saving Strategies, Gather Additional Information, Tax Planning Process.
Slide 32: This is Post It slide for marking events, reminders, important information etc.
Slide 33: This is a Newspaper slide to show important information etc. You may alter the slide content as per need.
Slide 34: This is a Puzzle image slide. State information, specifications etc. here.
Slide 35: This is Our Target image slide. State targets, information, specifications etc. here. such as- Healthy Lifestyles, Saving Money, Creatively And Entrepreneur, Health and social, Skill And Confidence, Communicating And Connecting.
Slide 36: This is a Circular image slide. State information, specifications etc. here such as- Win-win Conversation, Negotiation Skills, Teamwork, Influencing Skills, Presentation Skills, Selling Skills, Business Writing Skills.
Slide 37: This is a Venn diagram image slide. State information, specifications etc. here. such as- Develop Individuals, Build The Team, Achieve Task.
Slide 38: This is a Mind Map image slide to show information, specifications etc.
Slide 39: This slide presents a Low High Matrix for representing an information such as- Strategic Matrix, Establish Context, Identify Question Type, Increase Revenues.
Slide 40: This is a Lego image slide with text boxes to show information, specifications etc.
Slide 41: This slide shows Silhouettes with text boxes. State people related information, specifications etc. here. such as- Competition, Supplier Power, Potential Entrants, Buyer Power, Threat Of Substitutes.
Slide 42: This is a Location slide of world map top show global marketing, growth, presence etc.
Slide 43: This is a Timeline slide to show milestones, evolution, growth highlights etc.
Slide 44: This is a Hierarchy slide with text boxes to show information, organization/team specifications etc.
Slide 45: This is a Bulb or Idea slide to state a new idea or highlight innovative specifications/information etc.
Slide 46: This is a Magnifying Glass image slide to show information, specifications etc.
Slide 47: This is a Bar Graph slide to show product/entity comparison, specifications etc.
Slide 48: This is a Funnel image slide to show funneling aspects such as- Help To Retain Control Of The Project Schedule, Project Schedule Model Maintenance, Rules Of Performance Measurement (EVM), Control Thresholds & Formats.
Slide 49: This is an About Us slide. State company/team specifications here.
Slide 50: This slide showcases Comparison of two entities in creative test tube imagery form.
Slide 51: This slide showcases Comparison of two entities in tabular form.
Slide 52: This slide displays a Dashboard. State performance aspects here.
Slide 53: This is a Thank You slide for acknowledgement.

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  1. 80%

    by Cleo Long

    Easily Understandable slides.
  2. 100%

    by Doyle Andrews

    Editable templates with innovative design and color combination.

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