business finance presentation topics

Research Topics & Ideas: Finance

120+ Finance Research Topic Ideas To Fast-Track Your Project

If you’re just starting out exploring potential research topics for your finance-related dissertation, thesis or research project, you’ve come to the right place. In this post, we’ll help kickstart your research topic ideation process by providing a hearty list of finance-centric research topics and ideas.

PS – This is just the start…

We know it’s exciting to run through a list of research topics, but please keep in mind that this list is just a starting point . To develop a suitable education-related research topic, you’ll need to identify a clear and convincing research gap , and a viable plan of action to fill that gap.

If this sounds foreign to you, check out our free research topic webinar that explores how to find and refine a high-quality research topic, from scratch. Alternatively, if you’d like hands-on help, consider our 1-on-1 coaching service .

Overview: Finance Research Topics

  • Corporate finance topics
  • Investment banking topics
  • Private equity & VC
  • Asset management
  • Hedge funds
  • Financial planning & advisory
  • Quantitative finance
  • Treasury management
  • Financial technology (FinTech)
  • Commercial banking
  • International finance

Research topic idea mega list

Corporate Finance

These research topic ideas explore a breadth of issues ranging from the examination of capital structure to the exploration of financial strategies in mergers and acquisitions.

  • Evaluating the impact of capital structure on firm performance across different industries
  • Assessing the effectiveness of financial management practices in emerging markets
  • A comparative analysis of the cost of capital and financial structure in multinational corporations across different regulatory environments
  • Examining how integrating sustainability and CSR initiatives affect a corporation’s financial performance and brand reputation
  • Analysing how rigorous financial analysis informs strategic decisions and contributes to corporate growth
  • Examining the relationship between corporate governance structures and financial performance
  • A comparative analysis of financing strategies among mergers and acquisitions
  • Evaluating the importance of financial transparency and its impact on investor relations and trust
  • Investigating the role of financial flexibility in strategic investment decisions during economic downturns
  • Investigating how different dividend policies affect shareholder value and the firm’s financial performance

Investment Banking

The list below presents a series of research topics exploring the multifaceted dimensions of investment banking, with a particular focus on its evolution following the 2008 financial crisis.

  • Analysing the evolution and impact of regulatory frameworks in investment banking post-2008 financial crisis
  • Investigating the challenges and opportunities associated with cross-border M&As facilitated by investment banks.
  • Evaluating the role of investment banks in facilitating mergers and acquisitions in emerging markets
  • Analysing the transformation brought about by digital technologies in the delivery of investment banking services and its effects on efficiency and client satisfaction.
  • Evaluating the role of investment banks in promoting sustainable finance and the integration of Environmental, Social, and Governance (ESG) criteria in investment decisions.
  • Assessing the impact of technology on the efficiency and effectiveness of investment banking services
  • Examining the effectiveness of investment banks in pricing and marketing IPOs, and the subsequent performance of these IPOs in the stock market.
  • A comparative analysis of different risk management strategies employed by investment banks
  • Examining the relationship between investment banking fees and corporate performance
  • A comparative analysis of competitive strategies employed by leading investment banks and their impact on market share and profitability

Private Equity & Venture Capital (VC)

These research topic ideas are centred on venture capital and private equity investments, with a focus on their impact on technological startups, emerging technologies, and broader economic ecosystems.

  • Investigating the determinants of successful venture capital investments in tech startups
  • Analysing the trends and outcomes of venture capital funding in emerging technologies such as artificial intelligence, blockchain, or clean energy
  • Assessing the performance and return on investment of different exit strategies employed by venture capital firms
  • Assessing the impact of private equity investments on the financial performance of SMEs
  • Analysing the role of venture capital in fostering innovation and entrepreneurship
  • Evaluating the exit strategies of private equity firms: A comparative analysis
  • Exploring the ethical considerations in private equity and venture capital financing
  • Investigating how private equity ownership influences operational efficiency and overall business performance
  • Evaluating the effectiveness of corporate governance structures in companies backed by private equity investments
  • Examining how the regulatory environment in different regions affects the operations, investments and performance of private equity and venture capital firms

Research Topic Kickstarter - Need Help Finding A Research Topic?

Asset Management

This list includes a range of research topic ideas focused on asset management, probing into the effectiveness of various strategies, the integration of technology, and the alignment with ethical principles among other key dimensions.

  • Analysing the effectiveness of different asset allocation strategies in diverse economic environments
  • Analysing the methodologies and effectiveness of performance attribution in asset management firms
  • Assessing the impact of environmental, social, and governance (ESG) criteria on fund performance
  • Examining the role of robo-advisors in modern asset management
  • Evaluating how advancements in technology are reshaping portfolio management strategies within asset management firms
  • Evaluating the performance persistence of mutual funds and hedge funds
  • Investigating the long-term performance of portfolios managed with ethical or socially responsible investing principles
  • Investigating the behavioural biases in individual and institutional investment decisions
  • Examining the asset allocation strategies employed by pension funds and their impact on long-term fund performance
  • Assessing the operational efficiency of asset management firms and its correlation with fund performance

Hedge Funds

Here we explore research topics related to hedge fund operations and strategies, including their implications on corporate governance, financial market stability, and regulatory compliance among other critical facets.

  • Assessing the impact of hedge fund activism on corporate governance and financial performance
  • Analysing the effectiveness and implications of market-neutral strategies employed by hedge funds
  • Investigating how different fee structures impact the performance and investor attraction to hedge funds
  • Evaluating the contribution of hedge funds to financial market liquidity and the implications for market stability
  • Analysing the risk-return profile of hedge fund strategies during financial crises
  • Evaluating the influence of regulatory changes on hedge fund operations and performance
  • Examining the level of transparency and disclosure practices in the hedge fund industry and its impact on investor trust and regulatory compliance
  • Assessing the contribution of hedge funds to systemic risk in financial markets, and the effectiveness of regulatory measures in mitigating such risks
  • Examining the role of hedge funds in financial market stability
  • Investigating the determinants of hedge fund success: A comparative analysis

Financial Planning and Advisory

This list explores various research topic ideas related to financial planning, focusing on the effects of financial literacy, the adoption of digital tools, taxation policies, and the role of financial advisors.

  • Evaluating the impact of financial literacy on individual financial planning effectiveness
  • Analysing how different taxation policies influence financial planning strategies among individuals and businesses
  • Evaluating the effectiveness and user adoption of digital tools in modern financial planning practices
  • Investigating the adequacy of long-term financial planning strategies in ensuring retirement security
  • Assessing the role of financial education in shaping financial planning behaviour among different demographic groups
  • Examining the impact of psychological biases on financial planning and decision-making, and strategies to mitigate these biases
  • Assessing the behavioural factors influencing financial planning decisions
  • Examining the role of financial advisors in managing retirement savings
  • A comparative analysis of traditional versus robo-advisory in financial planning
  • Investigating the ethics of financial advisory practices

Free Webinar: How To Find A Dissertation Research Topic

The following list delves into research topics within the insurance sector, touching on the technological transformations, regulatory shifts, and evolving consumer behaviours among other pivotal aspects.

  • Analysing the impact of technology adoption on insurance pricing and risk management
  • Analysing the influence of Insurtech innovations on the competitive dynamics and consumer choices in insurance markets
  • Investigating the factors affecting consumer behaviour in insurance product selection and the role of digital channels in influencing decisions
  • Assessing the effect of regulatory changes on insurance product offerings
  • Examining the determinants of insurance penetration in emerging markets
  • Evaluating the operational efficiency of claims management processes in insurance companies and its impact on customer satisfaction
  • Examining the evolution and effectiveness of risk assessment models used in insurance underwriting and their impact on pricing and coverage
  • Evaluating the role of insurance in financial stability and economic development
  • Investigating the impact of climate change on insurance models and products
  • Exploring the challenges and opportunities in underwriting cyber insurance in the face of evolving cyber threats and regulations

Quantitative Finance

These topic ideas span the development of asset pricing models, evaluation of machine learning algorithms, and the exploration of ethical implications among other pivotal areas.

  • Developing and testing new quantitative models for asset pricing
  • Analysing the effectiveness and limitations of machine learning algorithms in predicting financial market movements
  • Assessing the effectiveness of various risk management techniques in quantitative finance
  • Evaluating the advancements in portfolio optimisation techniques and their impact on risk-adjusted returns
  • Evaluating the impact of high-frequency trading on market efficiency and stability
  • Investigating the influence of algorithmic trading strategies on market efficiency and liquidity
  • Examining the risk parity approach in asset allocation and its effectiveness in different market conditions
  • Examining the application of machine learning and artificial intelligence in quantitative financial analysis
  • Investigating the ethical implications of quantitative financial innovations
  • Assessing the profitability and market impact of statistical arbitrage strategies considering different market microstructures

Treasury Management

The following topic ideas explore treasury management, focusing on modernisation through technological advancements, the impact on firm liquidity, and the intertwined relationship with corporate governance among other crucial areas.

  • Analysing the impact of treasury management practices on firm liquidity and profitability
  • Analysing the role of automation in enhancing operational efficiency and strategic decision-making in treasury management
  • Evaluating the effectiveness of various cash management strategies in multinational corporations
  • Investigating the potential of blockchain technology in streamlining treasury operations and enhancing transparency
  • Examining the role of treasury management in mitigating financial risks
  • Evaluating the accuracy and effectiveness of various cash flow forecasting techniques employed in treasury management
  • Assessing the impact of technological advancements on treasury management operations
  • Examining the effectiveness of different foreign exchange risk management strategies employed by treasury managers in multinational corporations
  • Assessing the impact of regulatory compliance requirements on the operational and strategic aspects of treasury management
  • Investigating the relationship between treasury management and corporate governance

Financial Technology (FinTech)

The following research topic ideas explore the transformative potential of blockchain, the rise of open banking, and the burgeoning landscape of peer-to-peer lending among other focal areas.

  • Evaluating the impact of blockchain technology on financial services
  • Investigating the implications of open banking on consumer data privacy and financial services competition
  • Assessing the role of FinTech in financial inclusion in emerging markets
  • Analysing the role of peer-to-peer lending platforms in promoting financial inclusion and their impact on traditional banking systems
  • Examining the cybersecurity challenges faced by FinTech firms and the regulatory measures to ensure data protection and financial stability
  • Examining the regulatory challenges and opportunities in the FinTech ecosystem
  • Assessing the impact of artificial intelligence on the delivery of financial services, customer experience, and operational efficiency within FinTech firms
  • Analysing the adoption and impact of cryptocurrencies on traditional financial systems
  • Investigating the determinants of success for FinTech startups

Research topic evaluator

Commercial Banking

These topic ideas span commercial banking, encompassing digital transformation, support for small and medium-sized enterprises (SMEs), and the evolving regulatory and competitive landscape among other key themes.

  • Assessing the impact of digital transformation on commercial banking services and competitiveness
  • Analysing the impact of digital transformation on customer experience and operational efficiency in commercial banking
  • Evaluating the role of commercial banks in supporting small and medium-sized enterprises (SMEs)
  • Investigating the effectiveness of credit risk management practices and their impact on bank profitability and financial stability
  • Examining the relationship between commercial banking practices and financial stability
  • Evaluating the implications of open banking frameworks on the competitive landscape and service innovation in commercial banking
  • Assessing how regulatory changes affect lending practices and risk appetite of commercial banks
  • Examining how commercial banks are adapting their strategies in response to competition from FinTech firms and changing consumer preferences
  • Analysing the impact of regulatory compliance on commercial banking operations
  • Investigating the determinants of customer satisfaction and loyalty in commercial banking

International Finance

The folowing research topic ideas are centred around international finance and global economic dynamics, delving into aspects like exchange rate fluctuations, international financial regulations, and the role of international financial institutions among other pivotal areas.

  • Analysing the determinants of exchange rate fluctuations and their impact on international trade
  • Analysing the influence of global trade agreements on international financial flows and foreign direct investments
  • Evaluating the effectiveness of international portfolio diversification strategies in mitigating risks and enhancing returns
  • Evaluating the role of international financial institutions in global financial stability
  • Investigating the role and implications of offshore financial centres on international financial stability and regulatory harmonisation
  • Examining the impact of global financial crises on emerging market economies
  • Examining the challenges and regulatory frameworks associated with cross-border banking operations
  • Assessing the effectiveness of international financial regulations
  • Investigating the challenges and opportunities of cross-border mergers and acquisitions

Choosing A Research Topic

These finance-related research topic ideas are starting points to guide your thinking. They are intentionally very broad and open-ended. By engaging with the currently literature in your field of interest, you’ll be able to narrow down your focus to a specific research gap .

When choosing a topic , you’ll need to take into account its originality, relevance, feasibility, and the resources you have at your disposal. Make sure to align your interest and expertise in the subject with your university program’s specific requirements. Always consult your academic advisor to ensure that your chosen topic not only meets the academic criteria but also provides a valuable contribution to the field. 

If you need a helping hand, feel free to check out our private coaching service here.

hamza mashaqby

thank you for suggest those topic, I want to ask you about the subjects related to the fintech, can i measure it and how?

Zeleke Getinet Alemayehu

Please guide me on selecting research titles

Tweety

I am doing financial engineering. , can you please help me choose a dissertation topic?

AGBORTABOT BRANDON EBOT

I’m studying Banking and finance (MBA) please guide me on to choose a good research topic.

Md. Ahsan Habib

I am studying finance (MBA) please guide me to choose a good research topic.

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How to make a financial presentation interesting in 7 steps

Let’s face it; financial data has a reputation for being boring and a financial presentation can fill even the most devoted professionals with dread.  

To change this perception, you need to create a financial data presentation you’re excited to give . Hold the interest of your audience instead of making them feel like they are being held captive. Use these tips to make a financial presentation interesting and make sure people listen to what you have to say.

1. Communicate the story behind the data

People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers. Data will appeal to people's analytical brains, but to maintain their interest you also have to use examples to explain who the numbers affect, where the figures come from and why they are important.

You don't need to be a born storyteller to do this, you just have to go a bit deeper. So rather than simply saying 'These are the projections for next year' or 'these are our business goals', go further and and talk about where that projection has come from, what has and can still influence it, and why it's important for your audience to know.

But, remember this: keep it simple. In the words of the great Steve Jobs :

'That’s been one of my mantras – focus and simplicity.'

2. Follow the 10-20-30 rule

PowerPoint presentations used to be great, but overused and, quite frankly, poorly-made presentations have branded them an instrument of evil in meeting rooms around the world.

But, there is hope.

Guy Kawasaki's 10-20-30 rule is simple: a presentation should include:  ten slides , last twenty minutes, and use thirty point font .

By following this process, you keep the presentation concise and it forces you to get to the point. This sets up ideal conditions for your audience to tune in to what you're saying.

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3. Hide your notes and bullet points

There’s nothing wrong with a handout or takeaway, but if you put your whole business presentation on the handout or on the screen behind you, your audience will read ahead and then tune you out. It's a fact of human nature and we've all done it at least once in our careers.

Make sure your handouts and slides don’t detract from what you're saying. Remember that you and what you have to say are the main event. Keep your slides simple and then expand and explore with your own commentary.

In the words of Mary Angelou : 

'People will forget what you said, people will forget what you did, but people will never forget how you made them feel.'

4. Make it picture perfect

Too much text will kill any presentation. People just don't respond to blocks of uninterrupted information. To make a financial presentation interesting, slides ensure you have at least a few interesting and relevant graphics. A well-designed, simple presentation will catch your listeners’ eyes and attention.

If design isn’t your thing, apps for finance like Roambi  or Collabmobile turn data into attractive visuals that will back up what you have to say. And, if it's appropriate, throw in a funny picture or gif to illustrate a point. We're all human and making us crack a smile during a data-heavy presentation can be refreshing.

Cat meme-min

5. Channel the pros

Once you’ve planned what to say and what materials you will use, you have to know how you're going to say it. This means learning to communicate with your audience by taking some tips from the masters .

Warren Buffet, financial investment guru, talks about finances all the time, and if you watch his talks online, he’s a charming, relatable speaker , not boring at all. When Steve Jobs spoke , he took technical information and made it interesting.

How you talk affects how people listen, so work on your public speaking abilities even if you only present in the meeting room.

6. Arrange for discussion

People are more interested in conversation than a speech. To engage your audience in your presentation, allow time for discussion. They might have plenty to say or nothing at all, but it's always good to offer the floor for comments, questions and suggestions for improvement. Interaction reigns in the attention of the audience since they have to participate and prove they've been listening.

7. Open and close

Steve Jobs began keynotes with ‘I have four things I want to talk about today.’ Guy Kawasaki's talks always consist of ten points. By doing this, they are letting their audience know how long their talk is going to last so that the audience know how long they have to concentrate for.

Letting them know what to expect in terms of how much material you have to cover gives your audience something to watch out for and helps them to follow along, knowing there's a fixed endpoint. On your final point, include a ‘and just one more thing’ to let them know you're coming to a close.

If you have a lot to cover, try to find a way of condensing it down into fewer points because if you start your presentation by telling the audience you have 25 things to cover then you're in for a collective groan and disengagement (plus, it's not good for business productivity ).

Make a financial presentation interesting

Financial presentations don’t have to be boring and a meeting about finance no longer has to fill your colleagues with dread.

Giving meaning to your numbers, making your financial information visual and interesting to look at and engaging with your audience will help ensure your finance meetings become the highlight of your colleagues calendars, not the dread of their diaries.

You might not get it right the first time, but as long as you're always trying to improve, you'll get there - and your audience will thank you for it.

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10 Best Financial Presentation Examples For PowerPoint

Presenting large data in a concise format in a presentation is just as important as it affects the efficiency of your business decision-making process. To make your work easy, we have compiled a list of the best financial presentation examples for PowerPoint. 

Presenting data and numbers in financial presentations (in PowerPoint and Google Slides) has proven to be a lot more effective than putting them in Excel sheets or reports. The decision-making process gets impacted if you are unable to visually engage your audience when it comes to big numbers and data. Using the best financial presentations ideas, you can keep your audience hooked on the things you would want them to focus on.

To ease your process of finding that perfect template, we have compiled a list from our collection of the best financial presentation examples. These templates have been designed to make your presentations stand out and let the numbers speak for themselves! Whether you’re an experienced financial analyst or a finance student, these templates have been crafted to cater to all your needs.

What Is A Financial Presentation?

A finance presentation is a visual representation of all the financial data, strategies, and insights you wish to present in a PowerPoint or Google Slides. It is a powerful means of presenting financial information to stakeholders.

It simplifies complex financial statements including financial budgets , income statements , balance sheets , and cash flow statements into a clear and concise format. A well-crafted finance presentation empowers decision-makers to make informed choices and grasp the financial implications of their actions, promoting financial success and growth.

Importance Of Finance Presentations

The importance of an effective finance PowerPoint presentation cannot be undermined in any professional setting. It not only adds value to your quantitative analysis, strategies, and ideas but also expands the scope of your presentation. Let’s look into some of the core importance of using the best financial PowerPoint presentation examples:

  • Decision-Making: Good financial presentation examples empowers stakeholders to make informed decisions based on accurate financial analysis.
  • Quick Summarization: Finance presentations also help to summarize complex financial data clearly. They aid in budgeting, forecasting, and strategic planning processes for financial success.
  • Insights: Finance presentations also provide valuable insights into a business or investment’s financial health, performance, and prospects.
  • Communication: Presenting the financial information in a coherent and visual manner helps you enhance communication and understanding between financial experts and non-specialist audiences.
  • Visual Impact: With the help of charts, graphics, icons, and tables, you can visually represent financial trends and comparisons during business, project management, or marketing meetings.

How Do You Write A Financial Presentation?

The process of creating an impeccable financial presentation can be divided into three simple steps:

  • Target Your Audience: Tailor your content to their financial literacy. Use plain English for a general audience and leverage industry jargon for sophisticated investors.
  • Craft Your Narrative: Financial data paints a picture. Identify key performance indicators (KPIs), areas of strength and weakness, and use them to build a compelling story.
  • Structure Your Presentation: Create a clear flow, typically including:
  • Introduction: Briefly introduce yourself, the company/project, and the presentation’s objectives.
  • Context: Provide financial background relevant to the analysis.
  • Analysis: Present your financial metrics using clear visuals like charts and graphs. Explain trends, highlight variances, and pinpoint crucial insights.
  • Recommendations/Conclusion: Offer actionable strategies based on your analysis. Conclude with a strong emphasis on the takeaway for the audience.

Now that you know the basics of presenting financial information, let’s take a look at 10 of our best financial PowerPoint presentation examples that could help you out.

10 Best Financial Presentation Examples

The scope of finance PowerPoint presentation template from SlideUpLift is not only limited to financial presentations but also in the areas including business , marketing , project management to name a few. Here is the list of the best finance PPT templates:

  • Financial Results PowerPoint Template
  • Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

  • Financial Ratios PowerPoint Template
  • Balanced Scorecard Strategy PowerPoint Template
  • Pricing Table Infographics PowerPoint Template
  • Cash Position Waterfall Graph PowerPoint Template
  • Financial Cycle Management PowerPoint Template
  • Financial Asset Analysis PowerPoint Template
  • Financial Charts and Graph Isometric PowerPoint Template

These templates have been professionally cherry-picked as they use creative ways to present financial data in an easy-to-understand manner. We are going to look at these templates individually so you can make an informed decision.

1. Financial Results PowerPoint Template

Financial Results PowerPoint Templat

  • This template allows you to engage the audience with financial illustrations using interactive charts and graphs.
  • It can be used to present financial results to potential investors and stakeholders and also to show data and reports using finance dashboards.
  • It can also be utilized by financial analysts, accountants, consultants, and accounting firms to showcase financial estimates.

2. Balanced Scorecard KPI PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

  • This template is a visual representation of a set of key performance indicators (KPIs).
  • It uses charts and graphs to provide KPI data that’s easy to understand.
  • It can be used to present key performance indicators to evaluate financial performance by project managers, executives, team leaders, etc.

3. Financial Summary PowerPoint Template

Financial Summary PowerPoint Template

  • The template consists of pre-designed financial data slides for revenue , expenses, and earnings.
  • It can be used to present financial data and performance to potential investors.
  • You can also share executive summaries with decision-makers through management reporting.

4. Financial Ratios PowerPoint Template

Financial Ratios PowerPoint Template

  • The template is a collection of pre-designed slides for presenting various financial ratios and calculations.
  • It has graphs and charts to measure liquidity, profitability, efficiency, and solvency, making it one of the best PowerPoint templates for finance presentations.
  • It can be used to present essential financial ratios to important stakeholders and investors by financial analysts, entrepreneurs, and accountants.

5. Balanced Scorecard Strategy Map PowerPoint Template

Balanced Scorecard Strategy Map PowerPoint Template

  • This finance PowerPoint template offers a visually appealing design to represent different elements of the strategy map.
  • The balanced scorecard strategy map provides a clear overview of strategic objectives and their relationships.
  • It can be utilized to develop and present strategic plans, monitor and track KPIs, present performance reviews, and showcase financial updates. 
  • It can be used by financial consultants, analysts, tax specialists, and many more.

6. Pricing Table Infographics PowerPoint Template

  • The template has pre-designed, visually appealing pricing tables for products or services.
  • It also includes elements to convey pricing options and features to customers, assisting in their understanding.
  • This can be used by sales experts, marketing teams, and business professionals in retail, e-commerce, and consumer business.

7. Cash Position Waterfall Graph PowerPoint Template

Cash Position Waterfall Graph 1 PowerPoint Template

  • The template offers an impactful waterfall graph to analyze cash position changes over two time intervals.
  • It effectively communicates complex balance sheet analysis to stakeholders.
  • This template is one of the best financial presentation examples, especially when it comes to discussing strategies based on cash position trends.

8. Financial Cycle Management PowerPoint Template

Financial Cycle Management PowerPoint Template

  • The Financial Cycle Management PowerPoint Template is a collection of pre-designed slides covering all stages of the financial cycle management.
  • Graphs and diagrams are used to describe financial operations and data.
  • It is usually utilized by financial experts, tax specialists, analysts and strategists, accountants, etc.

9. Asset Financial Analysis PowerPoint Template

Asset Financial Analysis 1 PowerPoint Template

  • This template offers a comprehensive framework for analyzing assets .
  • It can be used by financial specialists and other stakeholders during financial training sessions, financial review meetings, annual meetings, etc.

10. Financial Charts And Graphs Isometric PowerPoint Template

Financial Charts and Graphs Isometric PowerPoint Template

  • The template contains eye-catching 3D isometric charts and graphs to present financial data.
  • Ideal for presenting financial trends and patterns, financial data, and results and displaying budget and resource allocations, making it one of the best financial PowerPoint presentation examples.

With the help of these templates, you can add layers to otherwise boring presentations while not losing an ounce of the information that needs to be conveyed. You can also choose to browse from our wide range of financial PowerPoint templates to boost your visual appeal.

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

  • Know your audience and their understanding of financial concepts.
  • Keep your slides simple and avoid too much numerical stuffing.
  • Visualize important metrics that support the argument of your financial presentation.
  • Whenever possible, use examples and analogies with the help of your slides to convey difficult information. 
  • Make use of animations, icons, shapes, graphics, etc. to make your slides visually pleasing.

Why You Should Get Financial Presentations Professionally Made

Landing an investment, securing a loan, or gaining stakeholder approval often hinges on the clarity and persuasiveness of your financial presentations. But crafting them from scratch can devour valuable time better spent on analysis and strategy. SlideUpLift offers a powerful solution with a comprehensive library of pre-designed PowerPoint templates .

These premium and free presentation templates go beyond aesthetics. Each one features professional layouts specifically designed to showcase financial data with maximum impact. Charts, graphs, and tables are optimized for clarity, allowing you to present complex metrics with ease.  This saves you hours wrestling with design software and lets you focus on what truly matters: tailoring your content to tell a compelling financial story that resonates with your audience. 

SlideUpLift empowers you to elevate your presentations further with key benefits like 100% editable templates, an AI Editor for easy color and text customization to match your brand, and even a presentation service to modify templates according to your specific financial data and goals. With SlideUpLift, you can create presentations that impress and achieve your financial goals.

How do I structure my financial statements in PowerPoint?

The best way to structure your finance presentation is by structuring your slides into sections. Start with an introduction slide that provides an overview of the company’s financial position. Then, move on to the income statement, followed by the balance sheet and the statement of cash flows and other financial reports to support your data and arguments. 

Can I alter the templates' fonts and colors to match the branding of my business?

Yes, all the templates within our collection of best finance PPT templates are easy to customize, so you can change the colors, fonts, and text to match your logo or presentation style. In case you need expert help to customize your finance presentations, you can opt for Custom Slides feature to ease your job.

Do I need to be a designer to use these templates effectively?

No, “Best PPT templates for Finance Presentations” collection by SlideUpLift is user-friendly and includes simple features that allow anyone to make excellent presentations.

How can these templates for finance presentations be used to visualize financial data?

The Finance PowerPoint templates are specifically created for presenting financial data, with various charts, graphs, and infographics to enhance data visualization.

Table Of Content

Related presentations.

Financial Investment Report PowerPoint Template.

Financial Investment Report PowerPoint Template.

Financial Summary PowerPoint Template

Financial Statement

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Create a Perfect Financial Slide (Tips Examples & Templates)

Learn to create engaging financial slides for startup pitch decks with insights from top examples. Discover digital tools to enhance your presentation.

Author

6 minute read

How to make a financial slide in a pitch deck

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Short answer

What is a Financial Slide in a Pitch Deck?

A financial slide in a pitch deck provides a snapshot of a startup's current financial status and future projections. It showcases key metrics like revenue, expenses, and profitability, offering investors insight into the company's monetary health and growth potential.

How to Craft an Artful yet Scientific Financial Slide for Your Pitch Deck

Creating a financial slide for your pitch deck necessitates a blend of investor assurance and financial foresight demonstration.

Begin by constructing robust financial models, and employ clear, visually engaging elements such as bar graphs, line charts, and pie charts to depict crucial metrics including projected revenue, expenses, EBITDA, and cash flow for the upcoming 3 to 5 years.

These visual elements not only enhance comprehension but also make data digestible, ensuring investors remain engaged during the presentation.

It's imperative to clearly state the underlying assumptions behind your projections, and when feasible, juxtapose them with industry benchmarks to provide a comparative perspective.

Let’s delve into why it’s pivotal and how you can master it.

Why is the Financial Slide Crucial in a Pitch Deck?

The financial slide in a pitch deck is crucial as it offers a clear picture of a startup's financial health and future prospects.

It helps investors gauge the viability and potential return on investment, building trust and making the funding pursuit compelling and convincing.

5 benefits of having a well-constructed financial slide in your pitch deck:

Investor Assurance: Gives a clear view of financial viability and revenue potential.

Strategic Planning: Aids in aligning financial goals with business strategy.

Performance Metrics: Showcases key financial benchmarks for growth monitoring.

Risk Assessment: Helps in evaluating and mitigating financial risks .

Future Funding: Lays a financial foundation for securing further investments.

What is the Importance of Portraying Financial Health?

Portraying financial health goes beyond just showing what you have in the bank. It's about how well you manage resources, generate revenue, and plan for future growth.

Use realistic projections, backed by solid data.

Highlight past financial milestones, if any, to build credibility.

When discussing feasibility, it's about showing your understanding of the market and how you plan to maneuver your startup in the midst of financial uncertainties.

Dropbox's Pitch Deck Example: Dropbox effectively illustrated user growth alongside revenue projections, painting a compelling, credible financial narrative that enthralled potential investors.

What Constitutes the Core of a Financial Slide?

The core of a financial slide rests on simplicity, truth, and foresight.

Avoid financial jargon, be transparent with your current financial status, be realistic with projections, and showcase a well-thought-out financial strategy for the future, to craft a compelling narrative for potential investors.

6 basic components of a financial slide:

1) Balance Sheet Overview

The balance sheet is your financial snapshot, showcasing your assets, liabilities, and equity. It should be simple, clean, and easy to digest at a glance.

Use visual aids like graphs or pie charts to represent the data.

Show a brief comparison with industry standards or competitors if possible.

2) Income Statement Summary

This section demonstrates how your company has performed over a specific period.

It clearly depicts your revenue, expenses, and net income , providing a transparent financial snapshot for potential investors to scrutinize.

3) Financial Projections

Financial projections are where you get to shine a light on your foresight. It's where you paint a picture of financial growth and stability.

Back your projections with data, market trends, and a solid business strategy.

4) Marketing Budget Estimation

Your marketing budget is a reflection of your understanding of the market and your strategy to penetrate it.

Example: Showing how a specific percentage of your budget will be used for different marketing strategies and the expected ROI can be helpful

5) Growth Projection

Growth projections should mirror your ambitious yet achievable targets, laced with a realistic timeline.

Tip: Align growth projections with industry standards and market trends.

6) Gross Profit Margin

This metric showcases the efficiency of your business model, where a higher margin indicates better efficiency and potential profitability.

Compare with industry averages to show your standing.

Highlight any positive trend in improving this margin.

Share strategies to enhance this margin in the future.

3 Expert Advice to Make Financial Slides Easily Digestible

Complex financial data can be challenging to navigate, but with the right approach, it can be made digestible, engaging, and informative.

1) Visual Representation

Charts, graphs, and infographics are excellent tools for simplifying complex financial data.

Incorporating interactive tools is essential as they engage investors better, allowing them to explore data at their own pace, and providing a deeper understanding of your financial narrative.

2) Simplification of Financial Terms

Avoid jargon and use simple terms to explain your financial position and projections. If a term needs to be used, explain it briefly.

In case a term like "EBITDA" must be used, briefly explain it as, "a measure of a company's operational performance, excluding costs of capital investments and tax implications.

Tip: A glossary slide at the end can be useful for investors to refer to.

3) Consistent Formatting

Maintain a consistent format for presenting financial data to help the audience follow along without getting lost in varying styles or formats.

Your pitch deck is a gateway to endless possibilities, and the financial slide is its cornerstone.

Getting it right means you're a step closer to making your startup dream a reality.

2 Exemplary Financial Slides from Renowned Pitch Decks

Observing and learning from the success stories in the startup ecosystem can significantly aid in honing your pitch deck.

Several renowned startups have excelled in portraying their financial narratives creatively and effectively.

Key insights:

Benchmarking Success: Examining successful pitch decks can provide a benchmark for creating an engaging financial slide.

Storytelling through Numbers: How numbers are not merely figures but narrators of a company's journey and potential.

For enhanced storytelling in content design , merge text, images, and multimedia into engaging "scenes." Segment your content, add multimedia, and let readers control pacing for optimal experience.

Here are 2 examples of effectively showcasing revenue growth:

1) Dissecting Dropbox's Revenue Projection

Dropbox’s pitch deck was a masterpiece in displaying a clear revenue projection alongside user growth, making their financial narrative compelling.

The correlation between user growth and revenue growth in Dropbox's pitch deck reflects a realistic and promising financial trajectory.

2) Airbnb's Historical Revenue Growth

Airbnb showcased its revenue growth effectively, portraying a success story that investors could buy into.

When Airbnb highlighted its historical financial growth, it provided a strong base for illustrating future financial projections.

Dissecting the Blue Guy Kawasaki Financial Pitch Deck Template

The Guy Kawasaki pitch deck template is revered in the startup ecosystem for its simplicity and effectiveness.

Here's a dive into its financial slide structure and content.

Structure and Content Analysis

The template emphasizes a 10/20/30 rule - 10 slides, 20 minutes, and a 30-point font .

The financial slide adheres to these principles, ensuring clarity and brevity.

Sticking to a simplistic structure while ensuring all vital financial data is presented comprehensively.

Highlighting Key Metrics

Focusing on key metrics rather than bombarding them with numerous financial data can help in keeping the investors engaged.

Showcasing the cost of customer acquisition, lifetime value, and burn rate in a clear, understandable manner.

How Can Digital Tools like Storydoc Aid in Creating an Engaging Financial Slide?

Creating an engaging financial slide involves a blend of storytelling, data analysis, and aesthetic presentation. Digital tools like Storydoc can be invaluable assets in this endeavor.

Streamlining Branding Across the Pitch Deck

Starting with a template, tailor it to echo your financial narrative, ensuring cohesiveness. Customize colors, graphs, and data points to mirror your brand's identity.

Leverage Storydoc's interactive charts and real-time collaboration to enrich your financial slide.

Consistent brand representation across the pitch deck fosters a professional, trustworthy image for potential investors.

Utilizing interactive charts lets them delve into the data at their pace.

Here’s an example of a financial slide:

Financials slide example

Exploring Storydoc’s Financial Templates

Storydoc offers a variety of templates that can help in crafting a financial slide that's not only informative but visually appealing.

Choosing a template that aligns with your brand and the story you wish to tell.

Here are examples of financial slide templates:

Create story from scratch

Financial strategy slide

I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talking to clients about their successes and failures so I can get a rounded understanding of their world.

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FAQs About Finance Presentation Templates

What are finance presentation templates.

Finance presentation templates are pre-designed templates specifically tailored for presentations focused on finance, such as financial reports, budget updates, investment proposals, and more. These templates often include charts, graphs, and tables that can be easily edited to display financial data.

Usefulness of these templates lies in their designed efficiency for presenting complex financial data in an easily understandable format. Besides, they also save a significant amount of time, as they reduce the need to create presentations from scratch.

Which software commonly allows the use of Finance Presentation Templates?

Most common software packages that support these templates are Microsoft PowerPoint, Apple's Keynote, and Google Slides. Many of these platforms have built-in finance templates, but you can also find numerous third-party templates available online.

These templates come with diverse design options and customizable features, allowing you to modify color schemes, text format, graphics, and more according to your company's branding and presentation needs.

Who can benefit from using Finance Presentation Templates?

Finance presentation templates are ideal for professionals and businesses that frequently work with financial data. They're particularly beneficial for finance departments, accountants, financial analysts, investment firms, banks, and even small businesses.

These templates can also be used for academic purposes. For instance, students studying finance or related fields might find them useful for presenting research projects or class assignments.

What types of finance topics can these templates cover?

Finance presentation templates cover a broad range of finance-related topics. They can be used for presenting success metrics, financial reports, budgeting data, financial forecasts, investment plans, business valuations, and much more. Some templates are even specialized for certain industries or sectors.

For instance, there are finance templates specifically designed for real estate, technology businesses, retail, and so on. The variety of templates available makes it easy to find a template that aligns with any particular finance topic you need to present.

Are Finance Presentation Templates customizable?

Yes, finance presentation templates are highly customizable. They are designed with flexibility in mind so you can modify almost every element to fit your specific needs. This includes changing colors, fonts, graphics, data display formats, and even the overall structure of the presentation.

By customizing the template, you can align the presentation with your company's visual identity and your specific communication style. Therefore, even though you're working off a template, the end result can be unique and personalized.

Presentation Geeks

How To Make A Financial Presentation That Engages Audiences

Table of contents, what is a financial presentation.

A financial presentation is a communication tool consisting of a series of slides used by businesses to help communicate and share information relating to finances such as an organization’s net income, net profit, the balance sheet, the overall budget and other important information.

What you’ll find included in a financial presentation are charts and graphs often depicting analysis on projections, total company assets and other critical business information that would communicate the financial health of a company. These presentations can be shared internally with employee and board members or they can be shared externally with the public if your company is publicly traded.

We’ve helped multiple business operating in the financial sector create engaging financial presentations that not only communicate complex data effectively, but in an engaging way that keeps your audience interested. Most financial presentations simply transfer data from statements sheets onto a PowerPoint slide, but don’t provide context on what the numbers mean. They forget to explain the greater picture and this is where most financial presentations fail. We will help take your financial presentation and make it engaging so you can present your financial information with confidence.

For ING Financial, we used real data to create a multitude of graphs & figures to help showcase their successes.

business finance presentation topics

We Create Engaging Financial Presentations That Make Financial Data Interesting!

At Presentation Geeks, we pride ourselves in our ability to make financial presentations engaging. Whether they are created using Prezi , PowerPoint or Google Slides , we create some of the presentations in the world. Rather than taking complex data points and leaving it up to the audience to decipher what the numbers mean, we collaboratively work with you to create an engaging story with the numbers.

Most people remember information as it relates to a story. Give people random numbers and data points without context and they will likely forget the information or get lost with how the numbers relate to one another. Package the numbers and data in a story and you will be able to provide your audience with an impactful message that is relevant to them and one they will remember.

Whether it is presenting a financial presentation to a group of stakeholders or highlighting the key figures of a financials analysis, we can help you start a more engaging, robust conversation around finances with key audiences. Below is an example of a financial presentation we put together for Citibank , a well-known, globally respected financial institution.

Citibank Presentation Example Slides

business finance presentation topics

Why You Should Get Financial Presentations Professionally Made

You should consider having your presentations professionally made because they help communicate vital information. Not only do you need to worry about the information being presented, but you also need to keep in mind that presentations are a representation of your brand.

At the end of the day, a presentation is a tool used to communicate with your audience. If you have a tool that does not effectively do the job it is designed to do, then it has failed its purpose and your audience will take not of this. It is obvious when a presentation is bad. Do not leave this to chance. Ensure your company presentation is professionally made. Let’s take a closer look as to why you should have your presentation professionally made.

Communicating Information

A presentation is a tool and when a tool is defective, it does not serve its intended purpose. At Presentation Geeks, we are professional presentation designers who have mastered the art of creating powerful presentations that work as effective communication tools. We help support presenters with their presentation needs to ensure they are fully enabled to present data on slides that will engage an audience.

This ability is even more critical when sensitive and important information is being presented like finances. When you are tasked with giving financial suggestions, providing financial tips or figure out what direction the business should go in based on data analysis work, then you need to have a well-crafted presentation.

business finance presentation topics

Brand Representation

Presentations are not always internal meetings. Presentations can be externally facing where your presentation will be seen by an audience outside of your organization. When presenting, what message do you want them to have of you and your company?

Misaligned slides that are off brand with no clear tone or design in the PowerPoint slides makes your company feel disjointed and sporadic. These are characteristics you do NOT want associated with your business when dealing with finances. At Presentation Geeks, we ensure your brand is respectfully and properly displayed throughout all slides of a presentation – from beginning to end. A consistent tone of message will provide key stakeholders with the confidence they need to move forward in building professional relationships and with you.

Not convinced? Take a look at one of our multiple financial presentation examples we’ve created for some country’s top financial/investing companies.

Can Financial Statements Be Incorporated In A Presentation?

Of course financial statements can be incorporated in a presentation and we make it fun!

You’re probably hesitant to incorporate financial statements and other financial key points because it will get overwhelming with all the numbers and figures. It will be a burden on your audience to analyze the information effectively. Luckily, this is not the case when working with Presentation Geeks.

We are able to focus on the details that matter most. Sifting through the numbers and picking out the high-level numbers that matter most to the audience you’re presenting to. Not all audiences need to look at the same numbers. This is another reason why some financial presentations fail.

They try and follow a one-size-fits-all approach, hoping one financial presentation can be used for multiple audience groups. This does not work. We work collaboratively with you to identify which audience group you will be presenting to and then highlight the numbers based on this group. If it is an internal group of employees from various departments, focus on the high-level numbers showing a company’s growth. If it is to shareholders, you will be required to share financial information as required by law.

Are You Looking For A Financial Presentation? We Love Making Financial Information Engaging!

Not only are we Presentation Geeks, but we are geeks in general. We love taking complex financial information and creating understandable graphs and charts that help break down large figures and make sense of them in a story format.

We believe interaction within presentations and getting your audience to participate is critical to help them fully understand the information you are trying to explain as the presenter. How can this be done with financial presentations? Let’s connect and explore how we can transform your financial PowerPoint into a more engaging experience.

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8 PowerPoint Templates for Informative & Powerful Financial Presentations

Peter

  • October 7, 2022
  • Financial , PowerPoint templates for download

Financial presentations usually contain dense series of numeric information, that makes it hard for the audience to stay focused. The way you present the content is essential in this case. People will follow your presentation only if they are not lost and can clearly understand the meaning behind those numbers.

Visual aids can help you make your presentations more pleasing to the eye and professional-looking by using graphics. With that in mind, have a look at the following PowerPoint templates. They can be inspiration for you how to illustrate topics like investment risks, company performance, annual budget planning, and more.

Get any of the decks below – click on the pictures to see and download the presentation. See more in our Finance and Business Performance PowerPoint Templates collection.

8 Recommended PowerPoint Templates for Uplifting Financial Presentations

These eight decks will help you create high-quality financial presentations and illustrate various finance-related topics visually:

  • Financial report and performance indicators
  • Annual budget
  • Investment risk pyramids
  • Finance data charts
  • Trade finance concepts
  • Due diligence process and types
  • Stock financial report

Financial Report and Performance Indicators Report

Financial reviews full of data usually contain dozens of tables and are typically hard to understand. Half of the job is to put all figures in one place, and another is to visualize them in a way that is clear for non-financial audiences. Copying your Excel table into PowerPoint as is, is not enough if you want to create a visually appealing presentation.

If you need to prepare such a comprehensive financial performance report, including income statements, balance sheets, cash flow, profit and loss reports, revenue and profit snapshots, a financial report and metrics PPT graphics template is the one to go with. It includes slides for presenting all mentioned topics and you can use these slides to present key financial information to both internal and external stakeholders by covering every aspect of financial affairs.

company-report-financial-performance-ppt-template

You can use financial report visuals to:

  • Design a financial summary overview with easy-to-track key metrics
  • Create revenue and profit snapshots
  • Illustrate sales distribution
  • Describe your revenue key growth drivers
  • Present your profit and loss statement
  • List key factors influencing your gross margin
  • Describe your main profit drivers – factors impacting your bottom line
  • Present your balance sheet including assets, liabilities, and equity details
  • Design clean cash flow statements

See how to prepare structured and professional financial slides using PowerPoint tools.

Listed Company Financial Report Presentation

Similar to the first financial report mentioned in this blog, the listed company financial report template features a layout collection for creating income statements, balance sheets, cash flow, cost breakdown, financial ratios analysis slides, and more.

financial-results-report-listed-company-powerpoint-template

A few ways you can use the graphics from this deck:

  • Capture key financial facts and present basic information about the publicly traded company
  • Provide an insight into company revenue highlights and annual revenue growth and profit drivers
  • Share the profit and loss statement of a listed company
  • Showcase the financial, growth, and profitability performance metrics
  • Present the share price fluctuation and yearly earnings per share
  • Illustrate capital market ratios and put together a performance dashboard

Annual Budget Financial Presentation

It can be challenging to persuade people into certain financial decisions. If you are presenting the estimation of revenue and expenses and want to make an impression on your executives, put the content into visual form to support your thoughts. Turning default budget tables to a more infographics-like format will definitely help engage your listeners.

The annual budget PPT slides collection contains templates for presenting financial forecasts, executive summaries, revenue, expenditure, strategic goals, OPEX and CAPEX investment, marketing budget, risk analysis calculations, sensitivity analysis, and more.

template_budget_presentation_ppt financial presentations

This deck contains templates for illustrating the following subtopics, which are usually a part of a corporate budget:

  • Revenue budget, with main revenue sources, sales distributions, and key growth drivers
  • Expenditure budget with operational cost presentations, key cost drivers, OPEX, and capital expenditures
  • Marketing budget allocation
  • Sensitivity analysis and risk assessment
  • Organization costs and structure

Investment Risk Pyramids

If you want to present various financial investment options, pyramid visualization will help you successfully explain various risk levels and the potential rewards. Such a diagram allows seeing the hierarchy of certain parameters better. Therefore, it will help stakeholders understand the risk profile assessment or risk mitigation approach clearly.

Risk pyramids PPT graphics collection contains diagrams with various levels to illustrate financial investment risk levels related to your business, factors influencing risk, reward dependencies, risk tools, and hazard control.

risk-pyramids-presentation-ppt-template

Company Finance Data Charts

Charts are a great visual tool if you need to show dependencies or time trends of specific financial concepts, like cost distribution, explain company profitability, break down CAPEX and OPEX costs, focus on KPIs, or combine financial information on one slide to show a nig picture.

To create a clear and informative financial report, try to enhance it using graphics from the finance PPT data charts deck .

financial-graphs-ppt-data-charts-template

You can use these data charts to illustrate the following topics:

  • Company profitability trends
  • Cost distribution
  • CAPEX and OPEX comparison
  • Company revenue monthly review
  • Return of company assets over a year (or any other period)
  • Operating profit margin
  • Goal completion degree dashboard
  • Performance diagram

To enhance charts even further, see ideas on how radar diagrams , gauges , and radial charts can be used in presentations.

Trade Finance Diagrams

If you will be talking about trade finance or global trading concepts, visual diagrams can help illustrate these concepts and show how mechanisms work.

The trade finance PowerPoint template includes slides for explaining relations between sellers, buyers and intermediaries, providers and users, methods of payment, trade world map, commodity finance trade cycle, and more.

Trade Finance Presentation Diagrams financial presentations

Due Diligence Presentation

Usually, topics like due diligence are presented with long text boxes and raw bullet points. Breaking the complex topic into multiple sections helps the audience to understand the topic more effectively.

The due diligence PPT slide deck includes templates for describing its definition, processes, types, checklists, M&A process, action plans, and frameworks.

Due Diligence Process, Types, Checklists Diagrams

Stock Financial Annual Report

If you are working on a comprehensive stock financial performance report for investors or the company board, you need to make sure this information is presented in a clear structured way. Plain slides containing lots of figures and without any accents will make it harder for you to talk to your audience.

The stock financial annual report contains layouts for illustrating product sales volume, executive leadership team, market relevance statements, financial charts and tables with main fiscal data, company values, world and US maps, and more.

company-financial-annual-stock-report-ppt-template

Summary of the essential graphics for financial presentations

Presentations and documents on finance-related topics are often complex. Visuals will help your listeners or readers understand the meaning behind the data better and therefore make the right conclusions and decisions. You don’t need to overcomplicate it and spend hours preparing the deck, start with adding icons or transforming text into a simple diagram. Having a collection of editable PowerPoint templates can make your work easier.

Resources: PowerPoint Decks to Use for Financial Presentation s

The above slide decks are PowerPoint templates for finance-related talks that can help you express complicated topics more effectively and appealingly. If you find any of the above decks useful, you can download all the source illustrations below. All mentioned presentation slides are available here: 

To try out how those graphics work, get  a sample of free PowerPoint diagrams and icons  that you can use to play with these visuals.

Peter

infoDiagram Co-founder, Visual Communication Expert

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30 Best Finance PowerPoint Templates in 2024

Dacia Egurrola

Best Premium Finance PPT Templates

If you're creating business and finance presentations, a great finance PowerPoint template can help. Use a premium finance PowerPoint template to win over potential investors.

Find the best business finance PowerPoint templates for your presentation. Check out Envato Elements to find premium finance templates like the ones mentioned below:

Finance - Powerpoint Template

Finance - PPT Financial Template

The finance PPT background features three premade color schemes. It also includes 12 master slides, slides for your business history and financial information, placeholders, and more.

Finance Powerpoint Template

Clean Finance Powerpoint Template

With this finance PPT template, you'll get more than 30 multipurpose slide designs, and they're all easy to customize. Choose one of the five pre-made color schemes as a starting point for your design.

Paycheck - Finance PowerPoint Template

Paycheck - Finance PowerPoint Template

This finance PPT template uses yellow as an accent color, but you can customize it to match your brand. You'll find a total of 33 slides and image placeholders for easy editing. This finance template comes with vector graphics.

Finance Minimalist PowerPoint Template

Minimalist PPT Finance Template

By downloading this finance PPT template you'll get 30 unique slide designs. You'll also find image placeholders to make your next finance presentation better. It's one of the best PowerPoint templates for finance presentation.

Finance PowerPoint

Beautiful Finance PowerPoint Template

You'll get 50 unique slides in light and dark versions, 6 PPT files, vector icons, elements and maps, full documentation, and plenty of other perks that will help you produce a clean and professional finance presentation.

Epurse - Finance Technology Powerpoint

Epurse - Technology and Finance Template

Create a creative and engaging finance presentation. It's one of the best PowerPoint templates for finance presentation. Comes with 30 slides, HD format, 300 free icons, and more. 

Finance Presentation PowerPoint Template

Green Finance Presentation Template

If you're looking for 30 beautifully-designed slides that will help you tell your financial story accurately, this PPT financial template is fully editable and has other premium features.

Gocash - Finance PowerPoint Template

Gocash - Finance PowerPoint Template

This is a versatile, multipurpose PPT financial template thanks to its 97 slides in light and dark versions, customizable graphics, drag and drop editing, and unique mockup devices.

Succed - Finance Business PowerPoint Template

Succed - Business and Finance PowerPoint Template

Take advantage of the 70 master slide layouts, easily editable elements, and professional design in this finance PowerPoint template for your finance presentations.

Cashie - Finance PowerPoint Template

Cashie - Finance PowerPoint Template

For a cool, stylish, and effective finance PPT template, download the Cashie finance presentation template. Its 97 master slides in dark and light versions will make it worth your while.

Crypto - Finance Design PowerPoint Template

Crypto - Finance Presentation Template

Are you looking for the newest finance presentation template? 30 creative, unique slides and over 500 vector icons make Crypto a fantastic option to spread your message across.

Club - Creative Google Slide Template

Club - Finance PPT Template

Create an electrifying finance presentation with this out-of-the-box PPT financial template. Its exciting design, 12 files, 3 pre-made color themes, and other incredible features make it a must.

Blockchain Presentation Infographic PowerPoint

Blockchain Infographic - PPT Financial Template

Stop looking for the best finance PPT templates free download. Instead, consider the premium assets of this finance presentation template: 30 slides, fully editable content and free fonts.

Approach PowerPoint Presentation Template

Approach - Finance Presentation Template

This finance template PPT shows the best way to present data in a visual way. Its over 100 slides, colorful style, effective dashboards, and speed charts will do you well.

Globe - Powerpoint Template

Globe - PPT Finance Template

Pitch your sale or share your business history with the Globe PPT finance template. You'll have the chance to do it with 32 versatile slides, standard and widescreen dimensions and 5 color variations.

Company Profile - Powerpoint Template

Company Profile - PPT Finance Template

Use its 1,200 total slides, 30 unique slides, and 5 pre-made color palettes for financial consulting, business portfolio, corporate presentation or any professional purpose.

Vegapunk : Pitch Deck Powerpoint Template

Vegapunk - Pitch Deck PowerPoint Template

This finance PPT presentation is a full package with 60 total slides, 30 unique slides, 2 color variations, and drag and drop editing to make your life easier.

Transform - Powerpoint Presentation Template

Transform - Finance Presentation Template

You will need nothing else when you get this download with its 1,200 slides, 5 pre-made color variations, and unique and modern layouts for infographics, testimonals, mockups, and other slides.

50:50 PowerPoint Template

50:50 - Finance PowerPoint Template

Pictoral, infographic, photo layouts, process, team, maps, charts, device, among other slides are just some examples of what you can do with the over 50 unique slides in this template.

Creatic Google Slides Template

Creatic - Finance PowerPoint Template

For a unique, multipurpose, clean, creative, and simple presentation, go for the Creatic template. You can do anything you want with over 50 slides that are fully and easily editable.

Business Consulting - Powerpoint Template

Business Consulting - Finance PPT Template

Don't stress about having to customize your presentation to make it your own. You can grab this template and bend every one of its 1,200 slides to your needs and preferences.

Oriola : Business Powerpoint Template

Oriola - Business PowerPoint Template

Let's say you don't have any experience with any editing software. No worries! You can edit this template and its 50 professional slides entirely in Microsoft PowerPoint. It's one of the best templates for a finance presentation.

Investment & Financial Consulting PowerPoint

Investment & Financial Consulting PowerPoint

Whether you are in finance, technology, consulting, marketing, banking, accounting, and similar fields, get this finance PPT template. With drag and drop editing, you can adapt this template in a few minutes.

Forlios - Portfolio PowerPoint Template

Forlios - Portfolio and Finance PowerPoint Template

To captivate your audience with a bold design, try Forlios. You can use this modern layout to present your data in a visually appealing way. It comes with 30 slides and master slides, free fonts, and more.

Geldeen – Finance and Technology Powerpoint

Geldeen – Technology and Finance PPT

A great presentation needs premium graphics, a professional design, and high-quality content. Make it happen with the Geldeen PPT financial template.

Avedo - Business Powerpoint Template

Avedo - Business PowerPoint Template

Create a pitch deck that will dazzle your audience. This PPT financial template comes with 16 files, green purple and orange color schemes in light and dark versions, among other premium features.

Alaza - Finance Powerpoint Templates

Alaza - Finance PowerPoint Template

Interesting shapes, electrifying colors, 40 master slides, free fonts, free support, mockup devices, and vector-based icons make up this download. Grab it and start exploring it today!

Business Finance - PowerPoint Infographics Slides

Business Finance - Finance Presentation Template

The infographics, visual elements, and focus of this template are meant for a financial presentation. You can search for free finance presentation templates, but you may not find this level of design.

Finco Finance PowerPoint Template

Finco - Finance PowerPoint Template

This level of customization is unmatched! Finco has 65 unique slides and over 90 color themes. This means you can express yourself and your brand accurately and professionally with this finance presentation template.

Mony - Finance PowerPoint Presentation

Mony - Finance PPT Presentation

Finally, there's this feature-rich beauty. The Mony finance PPT presentation template comes with 40 premium slides, drag and drop editing, free fonts, documentation, and all you could wish for.

Premium finance PowerPoint templates feature easy-to-customize elements for high finance concepts. They'll also include a variety of slides, as well as charts, graphs, icons, maps, and more. You can't go wrong with them!

Check out our business and finance PowerPoint templates over on Envato Elements. Get access to all of them and tons of other premium digital assets for a low monthly fee!

Editorial Note: This article has been completely rewritten to make it more usable for the reader.

Dacia Egurrola

Finances Presentation Templates

Facilitate informed decision-making and ensure stakeholders have a thorough understanding of your company's financial health with an informative finances presentation.

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INTRODUCTION TO BUSINESS FINANCE

Published by Gillian Nelson Modified over 6 years ago

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Presentation on theme: "INTRODUCTION TO BUSINESS FINANCE"— Presentation transcript:

INTRODUCTION TO BUSINESS FINANCE

FINANCIAL MANAGEMENT I AND II

business finance presentation topics

Th 9 ©The McGraw-Hill Companies, Inc Foundations of Financial Management E D I T I O N N I N T H Irwin/McGraw-Hill Block Hirt.

business finance presentation topics

Financial Management I

business finance presentation topics

© 2003 The McGraw-Hill Companies, Inc. All rights reserved. Introduction To Corporate Finance Chapter One.

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BBA, MBA (Finance & Banking), DU

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Key Concepts and Skills

business finance presentation topics

Copyright © 2006 Pearson Addison-Wesley. All rights reserved. 9-1 Chapter (1) An Overview Of Financial Management.

business finance presentation topics

1-1 Course Overview Finance: what is it? Corporations Investors Financial Markets: Banks, Stock Exchanges Corporate Finance Money and capital marketsInvestments.

business finance presentation topics

© 2005 McGraw-Hill Ryerson Limited © 2003 The McGraw-Hill Companies, Inc. All rights reserved.

business finance presentation topics

Introduction to Finance Department of Finance and Operations Management Instructor :Martha Edith Bellini Pg. 1 INDEX 1. Finance Overview. 2. Defining Finance.

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1 1.Career Opportunities in Finance Money and capital markets Investments Financial management Some players have need for capital, others have excess capital.

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McGraw-Hill © 2004 The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin 1.0 Introduction to Financial Management Chapter 1.

business finance presentation topics

The Role of Finance in Business. Accountants Accountant’s function is to develop and provide data measuring the performance of the firm, assessing its.

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TOPICS 1. FINANCIAL DECISIONS, INVESTMENT DECISIONS AND DIVIDEND DECISIONS 2. FINANCIAL MANAGEMENT PROCESS 3.PROFIT MAXIMIZATION AND WEALTH MAXIMIZATION.

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CHAPTER ONE Introduction To Corporate Finance. Key Concepts and Skills Know the basic types of financial management decisions and the role of the financial.

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SOURCES OF FUNDS: 1- retained earnings used from the company to the shareholders as dividends or for reinvestment 2- Borrowing, this tool has tax advantages.

business finance presentation topics

Introduction to Financial Management

business finance presentation topics

Chapter 1 Introduction to Financial Management. Key Concepts and Skills Know the basic types of financial management decisions and the role of the financial.

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IMAGES

  1. 30 Best Finance Powerpoint Ppt Templates To Use In 20

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  2. Top 35 Finance PowerPoint Templates for Accounting and Other Financial

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  3. Editable Best Financial Presentation PPT Template

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  4. Financial PowerPoint Presentation Templates & Google Slides

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  5. 30 Best Finance PowerPoint PPT Templates (For Financial Presentations 2020)

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  6. Free Financial Management PowerPoint Template

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COMMENTS

  1. 15 Unique & Interesting Presentation Topics for Business in 2024

    Here are five quick business presentation topic tips on designing and writing presentations: 1. Tailor the Template to the Topic. Pick a template that was designed with your presentation topic in mind. For example, for a business presentation, choose a business-themed template.

  2. 120+ Research Topics In Finance (+ Free Webinar)

    Corporate Finance. These research topic ideas explore a breadth of issues ranging from the examination of capital structure to the exploration of financial strategies in mergers and acquisitions. Evaluating the impact of capital structure on firm performance across different industries.

  3. 10 Slide Ideas for Financial Report Presentation

    Visualize your key financial indicators. Such a general slide with a financial report presentation summary will help to analyze the big picture and ensure you're on the same page with the audience. You can list the common key indicators such as Global Net Revenue, Like for Like Growth, Cash Conversion Cycle, and Profit Before Tax.

  4. How to make a financial presentation interesting in 7 steps

    Use these tips to make a financial presentation interesting and make sure people listen to what you have to say. 1. Communicate the story behind the data. People respond to stories better than data and figures. When you plan your business presentation, plan to tell the who, what, when, where and why behind the numbers.

  5. 10 Best Financial Presentation Examples For PowerPoint

    Get this Financial Charts and Graphs Isometric PowerPoint Template! Features: The template contains eye-catching 3D isometric charts and graphs to present financial data.; Ideal for presenting financial trends and patterns, financial data, and results and displaying budget and resource allocations, making it one of the best financial PowerPoint presentation examples.

  6. Create a Perfect Financial Slide (Tips Examples & Templates)

    1) Visual Representation. Charts, graphs, and infographics are excellent tools for simplifying complex financial data. Incorporating interactive tools is essential as they engage investors better, allowing them to explore data at their own pace, and providing a deeper understanding of your financial narrative.

  7. 35+ Best Finance PowerPoint PPT Templates (Financial Presentations

    Financy - Financial PowerPoint Template. Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more.

  8. How to Make a Financial Presentation [Templates + Examples]

    Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios. Company Cash Flow Report with KPIs. Create a similar slide using the Financial Cash Flow KPI PowerPoint Template. If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results.

  9. 15+ Best Finance Presentation Templates

    Finance presentation templates cover a broad range of finance-related topics. They can be used for presenting success metrics, financial reports, budgeting data, financial forecasts, investment plans, business valuations, and much more.

  10. How To Make Financial Presentations That Engage Audiences

    At Presentation Geeks, we pride ourselves in our ability to make financial presentations engaging. Whether they are created using Prezi, PowerPoint or Google Slides, we create some of the presentations in the world. Rather than taking complex data points and leaving it up to the audience to decipher what the numbers mean, we collaboratively ...

  11. 12 Unique Business Presentation Topics

    Here are 12 exciting business presentation topics to consider: 1. Products. Products, especially newly released products, serve as great presentation topics. A business presentation on products focuses on one particular product or several similar products. New and updated products are fascinating to many people and a presentation is a useful ...

  12. 8 Tips to Make Financial Presentations (Without Being Boring)

    2. Go Heavy On Simple Visuals. A good financial presentation is heavy on visuals. Colorful graphs and charts don't just look pretty; they communicate information much more rapidly and make it more accessible to those who aren't so good with numbers and tables.

  13. Finance Powerpoint Templates and Google Slides Themes

    These finance presentation templates are suitable for financial professionals, business executives, and investors. They can be used for presentations on financial analysis, budgeting, investment strategies, and financial planning. The templates provide a professional and visually appealing design to engage and inform the audience.

  14. 8 PPT Templates for Informative Financial Presentations

    These eight decks will help you create high-quality financial presentations and illustrate various finance-related topics visually: Financial report and performance indicators. Annual budget. Investment risk pyramids. Finance data charts. Trade finance concepts. Due diligence process and types. Stock financial report.

  15. 30 Best Finance PowerPoint Templates in 2024

    The Mony finance PPT presentation template comes with 40 premium slides, drag and drop editing, free fonts, documentation, and all you could wish for. Premium finance PowerPoint templates feature easy-to-customize elements for high finance concepts. They'll also include a variety of slides, as well as charts, graphs, icons, maps, and more.

  16. How to Craft a Financial Presentation That Drives Results

    1. Pattern your presentation after the GPS approach. Organize your facts and figures by planning your presentation. Create a structure so your message will be clear from start to finish. One method you can apply to achieve this is the GPS approach. First of all, identify who your audience is.

  17. Free Finances Presentation Templates

    Financial reports play a crucial role in shaping the strategic direction of an organization. Whether you're presenting financial results to shareholders, reporting on the financial performance of a business unit to senior management or providing a financial forecast to a potential investor, a well-crafted finance presentation can help you convey your message in a clear, concise and compelling ...

  18. Free Finances Google Slide themes and PowerPoint templates

    Download the Spaceship Travel Industrial Style Consulting Toolkit presentation for PowerPoint or Google Slides. Your business demands smart solutions, and this consulting toolkit template is just that! This versatile and ingenious toolkit will provide you with the essential tools you need to shape your strategies and make informed decisions.

  19. Finance Templates for PowerPoint & Presentation Slides

    Download 100% editable finance templates for PowerPoint & Google Slides, with financial presentation slides, financial dashboards, and diagrams related to finance topics. Display financial information in a visually appealing manner to make dull data interpretations more interesting with our Finance Templates for PowerPoint. These financial PPT templates come with creative slide designs that ...

  20. The Power of a Great Finance Presentation

    A presentation based on the principles of storytelling is energetic, immediate, even emotional. And it's far more likely to persuade your audience to take action.The two goals of a finance presentation are to inform and to persuade. It's saying, "This is where we are, this is where we've been, and here's what we should do next.".

  21. INTRODUCTION TO BUSINESS FINANCE

    Direct intervention by stockholders to influence the decisions of management through: a. Talking with the firm's management and making suggestions regarding how the business should be run, i.e. lobbying. 34 b. Proposal made by majority shareholder (s) to be voted on at the AGM, even if it is opposed by management.