topics for presentation finance

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

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

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

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

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.

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Home Blog Business How to Make a Financial Presentation [Templates + Examples]

How to Make a Financial Presentation [Templates + Examples]

In the corporate world, many professionals excel at generating reports and financial plans, but we talk about a whole different thing regarding financial presentations. Much like report presentations , they are an entirely different discipline where overloading slides with information tends to be a common bad practice. Hence, acquiring good slide design habits from day one is important.

A financial presentation’s primary goal is to communicate a company’s financial health and performance clearly and compellingly. It goes beyond displaying numbers and charts; it requires a deep understanding of the data and the ability to weave it into a narrative that tells the story of the company’s financial journey and which is its next expected destination. In this article, you will learn how to effectively present financial results so financial professionals and stakeholders without financial education can make informed decisions based on your slides. Additionally, we will list a series of financial presentation templates to make this task easier, taking the design decisions off our hands to concentrate on content generation.

Table of Contents

What is a Financial Presentation?

What are the elements of a financial presentation, how to extract and present data from financial plans and reports, presenting financial data in visual formats, how financial presentation templates save time, recommended financial presentation ppt templates, final words.

A financial presentation is a strategic tool used within a corporate setting to convey important financial data to stakeholders. The primary purpose of these presentations is to inform decision-making processes, showcase company performance, and strategize future operations based on financial insights.

At its core, a financial presentation serves to bridge the gap between what’s understood as complex financial data and strategic business decisions . From a knowledge standpoint, it provides a framework to display financial achievements, highlight areas that need attention, and generate traction on future business decisions. 

Introduction and Executive Summary

Every financial presentation should start with a clear introduction slide that outlines the objectives and what the audience can expect. This is followed by an executive summary , which offers a concise overview of the company’s financial status.

Check out our article on how to start a presentation for more ideas to break the ice at the initial stages of your financial presentation.

Financial Statements Overview

The financial statements to list are the balance sheet, income statement, and cash flow. Those three are critical; depending on the presentation’s objectives, we can add more if required. This overview is not about showing the tables but includes a brief explanation of each component, highlighting significant changes and trends that are required for the audience’s understanding.

Key Performance Indicators and Ratios

From previously defined KPIs, the presentation must list the observed changes, if the metrics meet the success criteria, and where the situation drifts from expected. Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios.

If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results .

Analysis of Financial Performance

After introducing all the previous data, the presenter must now examine that data, explaining trends, identifying performance drivers, and examining the variances between projected and actual numbers. The core objective is to answer why the results occurred, what they mean for the business, and which corrective measures must be implemented—if required.

Forecasting

Financial projections are presented and discussed based on current market conditions, the current financial situation, and historical data. If the data set is large enough, revenue forecasts, expenditure forecasts, and cash flow forecasts are typically displayed on individual slides. The periods to project depend on whether we are talking about an annual financial forecast, quarterly, etc.

Strategic recommendations for these future scenarios should also be included, as they give decision-makers actionable insights.

Conclusion and Call to Action

We can end the presentation with a summary of the key points discussed (especially if it was a lengthy presentation), the outlook for the company, and the core KPIs of financial health. The call to action to implement depends on the expected action to take out of the information: if making a decision, approving a strategy, or revisiting a budget, for example.

Appendices and supporting information can be delivered in handout for presentation format or include a hyperlink in the slide to access a cloud drive where all those documents can be seen.

Gathering Raw Information

The first step in preparing a financial presentation is to gather relevant data, which includes planned financials and the actual performance metrics. The planned financials refer to budget forecasts or financial targets, which are the blueprint against which actual data performance will be measured.

Data Analysis and KPIs

The data analysis is done in three stages. The first one is a Variance Analysis, which identifies the differences between planned and actual figures. We calculate the variance for each financial metric by subtracting the planned value from the actual value, and with this procedure, positive values indicate over-performance, whereas negative variances suggest under-performance.

Next comes the Trend Analysis, which helps to understand how certain metrics evolve over time. A positive trend is set if the revenue has increased consistently over the last few quarters.

The final analysis is the Ratio Analysis, in which some key ratios are:

• Profitability Ratios: Such as Gross Profit Margin, Net Profit Margin, and Return on Equity (ROE).
• Liquidity Ratios: Such as Current Ratio and Quick Ratio, which measure the company’s ability to meet short-term obligations.
• Efficiency Ratios: Such as Inventory Turnover and Receivables Turnover, which assess how efficiently the company is using its assets.
• Leverage Ratios: Such as Debt-to-Equity Ratio, which indicates the company’s reliance on debt financing.

To determine which KPIs to present, opt for this approach: define their relevance to the target audience and the objectives of the presentation. Provide context for each KPI and its importance, then select a visual aid (charts, graphs, etc.). Compare the KPIs against industry standards, previous periods, or budget targets.

Consolidate Financial Data

This stage involves a detailed examination of where the company has met the targets and where objectives weren’t achieved. The reasons for the variance must be exposed and clarified if they are internal or external. Then, we select the visual format to visualize such data in a way that helps our presentation’s narrative.

Presenting financial data effectively requires the use of visual aids that clarify trends and comparisons. Column charts are ideal for depicting changes over time, allowing the audience to grasp growth patterns, cyclical trends, or inconsistencies quickly. Line charts can be used to denote trends more smoothly, particularly useful for presenting earnings trends or stock price movements over multiple periods.

Comparative Analysis

Business professionals can use formats like column charts listing the previous period or budget to discuss the variations with the actual data. This approach simplifies the process by juxtaposing different datasets rather than understanding two sets of graphs on separate slides.

If you opt for charts, we can implement color coding in legends to distinguish between historical, budget, and actual data. This solution’s advantage is that the audience can visually appreciate growth rates or anomalies, which you can then explain in a second slide and apply the same color scheme for faster memory association.

A preferred option for their versatile usage, dashboard templates for PowerPoint helps us consolidate various financial metrics into a single slide, with plenty of visual cues to maximize retention rate. The best part is that dashboards can be customized, or we can mix & match PPT templates to curate unique slide decks with all the tools required for our financial presentation.

Consistent Aesthetic and Efficiency

The need to dwell on design decisions is minimized when working with financial presentation templates. Those pre-made slide layouts are the byproduct of professional graphic designers and seasoned presenters, meaning they carry an appropriate white balance, color scheme, font pairing, etc. The areas in which you can include images are clear to access in the slide deck, leaving no room for polluted slides with excess content.

On an aesthetic side, since the templates are crafted by professional designers, the color palette is consistent across different slides, and the same applies to font size, font pairing, icon style, etc. All slides look like they belong to the same slide deck, even if you customize the templates with the native tools in your presentation software. The aesthetic remains cohesive, projecting an air of professionalism across your work.

Customization and Reusability

Working with PowerPoint templates for financial presentations has the advantage that we only need to pick our design once. We can continuously update a presentation template with newer data, save it as a new version of the presentation, and deliver it to our audience. This means updating text placeholder areas, graphs, charts, and images as required, a process that takes no longer than half an hour for extensive presentations.

Presenters can also adapt the presentation templates with their company’s branding color scheme, add logos, add more placeholder areas, and tweak any slide aspect as required. We offer plenty of guides on our blog for PowerPoint tutorials and Google Slides tutorials to come up with amazing results. 

This section lists our selected financial presentation templates for PowerPoint and Google Slides, which can make your work much easier.

1. Expense Report for Financial Presentations PowerPoint Template

Easily track and report expenses with a clean, professional layout. Ideal for clear, concise communication with stakeholders. Save time and ensure accuracy in your reporting. Perfect for sales, finance, and management teams.

Use This Template

2. Performance Review Financial Results PPT Template

A slide deck containing all the tools required for the presentation of financial information. Annual performance review, quarterly performance review, strategic slides, and more. This template simplifies the evaluation process with a structured, easy-to-use format. It clearly presents employee information, performance metrics, and goals achieved.

3. Annual Report Finance Presentation Slide Deck

A compendium of tools from timelines, corporate governance, charts, bar charts, and plenty more options if you are wondering how to present financials. 23 slides to deliver transparency into any financial meeting. Check them out!

4. Finance & Investment PowerPoint Template

If you are browsing for an attractive PowerPoint template to engage potential investors, this is the slide deck to use in your upcoming financial presentation. 25 slides containing a broad range of visual cues, graphics, chart, tables, and anything else you can imagine a financial presentation might require.

5. Financial Savings Infographic PPT Template

This is the slide deck to check whenever a financial presentation requires infographics to break complex concepts into easy-to-recall cues. It contains five infographic slides, a detailed circular wheel chart with bar chart and donut chart companion graphics, and suitable icons to express any kind of situation with a deep level of detail.

How many slides should a financial presentation have?

A financial presentation should typically have around 15-20 slides, depending on the complexity and depth of the information. Ensure that each slide serves a clear purpose and contributes to the overall narrative.

How can I make my financial presentation engaging?

Use clear and concise language, visual aids, and storytelling techniques to make your presentation engaging. Focus on the narrative behind the numbers, explaining the implications and strategic recommendations.

What common mistakes should I avoid in financial presentations?

Avoid cluttering slides with too much information, using overly complex jargon, neglecting to explain variances, and failing to align your presentation with the audience’s interests and knowledge level.

How often should financial presentations be updated?

Update financial presentations regularly, ideally every quarter, to reflect the most recent financial data and performance. This ensures stakeholders have access to current and relevant information.

What is the role of storytelling in financial presentations?

Storytelling helps connect the data with the audience by providing context and narrative. It makes the presentation more engaging and highlights the significance of the financial information.

How do I handle sensitive financial information in presentations?

Reinforce confidentiality by only sharing necessary information and using discretion when discussing sensitive topics. If required, anonymize data or use aggregated figures to protect specific details.

What are some advanced techniques for financial presentations?

Incorporate interactive dashboards, use scenario analysis to show potential outcomes, and apply predictive analytics to forecast future performance. Advanced visualizations like heat maps or waterfall charts can add depth to your presentation.

Enhancing your financial presentation skills is not just about mastering the use of tools and techniques; it’s about effectively interpreting and communicating financial data to influence business decisions. With this tutorial’s tools and presentation structure, we are confident you can transform your financial presentations into strong strategic business guidance.

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How to make a financial presentation interesting in 7 steps

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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.

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.

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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35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.

But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.

Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.

Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.

We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.

2 Million+ PowerPoint Templates, Themes, Graphics + More

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

Ciri Template

Maximus Template

Minimal PPT Templates

Clean & clear.

BeMind Minimal Template

Mystify Presentation

Animated PPT Templates

Fully animated.

Explore PowerPoint Templates

Investor – Financial Consulting PowerPoint Template

This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.

Financial Pitch – PowerPoint Presentation Template

If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.

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. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.

Investment & Financial Consulting PowerPoint Template

Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.

Dashi – Financial Dashboard PowerPoint Template

If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.

Sales Planning – Free Finance PowerPoint Template

This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.

Financo – Financial Technology PowerPoint Template

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Finance Company PowerPoint Template

This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.

Fintech Finance PowerPoint Template

You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.

Coins – Finance PowerPoint Template

This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.

Financial Meeting Free PowerPoint Template

This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.

Fintech – Payment Finance PowerPoint Template

Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.

Investment – Finance PowerPoint Template

This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.

PerfectPitch – Investor Pitch Deck Powerpoint Template

The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.

Finova – Financial & Business PowerPoint Template

A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.

Tax Agency – Free Finance PowerPoint Template

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Financial & Data Consulting Free PowerPoint Template

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Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.

Finzo – Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.

Alaza – Financial PowerPoint Templates

This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.

Apollo – Modern Finance PowerPoint Template

Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.

Profit & Loss – Finance PowerPoint Infographics Slides

This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.

Microfinance – Free Financial PowerPoint Template

Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.

Finance & Investment – Free PowerPoint Template

With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.

Financial Report PowerPoint Presentation Template

Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.

Finanza – Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.

FINCASH – Finance & Consulting PowerPoint Template

Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.

Finance Infographics PowerPoint Template

Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.

Investment Business Free Financial PowerPoint Template

This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.

Free Finance Infographics PowerPoint Templates

This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.

Banc – Business & Financial PowerPoint Template

Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide layouts that include company profile slides, team management slides, charts, graphs, and more.

Financie – Finance PowerPoint Presentation Template

With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.

Financial Planning & Investment PowerPoint Template

You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes 10 carefully crafted slides that are useful in presenting your data and ideas.

For more professional templates, you can check out our best business PowerPoint templates collection.

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.

6 minute read

helped business professionals at:

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:

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:

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Blog / Presentation Design / The five-step formula for making finance presentations interesting.

The five-step formula for making finance presentations interesting.

Learn how to turn mundane finance presentations into compelling platforms for sharing data insight in five easy steps. Craft a data-driven piece that resonates with and engages audiences, transforming the way you communicate numbers.

Finance presentations have an unshakeable reputation for lacking excitement. When the time to talk numbers arises, it seems as though every audience member gets the same telepathic memo encouraging them to switch off. No one expects to be transfixed by a numbers-based presentation, so many presenters give up before even trying.

Most finance presentations follow a system of sticking all of the year’s data on a line graph and talking around it. While it’s a universal truth that financial figures matter, their value is difficult for the everyday ear to discern. In isolation, most people don’t care about gross profit, earnings before tax, net sales and projected forecasts. But they do care about how these numbers impact them. It’s up to you to use your presentation to communicate this, which is where our five steps will help you out.

1. Only select your most important financial data

Many finance professionals get the data selection stage wrong by congesting their slides with every piece of research they’ve collected. It’s a mistake that probably comes from a place of honesty: you want to be transparent and give your audience the full picture of what’s going on behind the scenes. But this finance presentation isn’t the place for a 360° look at your company’s financial health. Save all that for the board room. You should think of your slides as a portfolio of your most valuable figures.

The first thing to do is take a figurative step backwards to think about what figures actually matter to the business’s bottom line objectives. You can start to tease out the most impactful data by thinking about your audience: their needs, behaviours, daily tasks and responsibilities. With this audience-centric mindset, you’ll be able to extract the figures with the most value to them.

Once you’ve determined what stays and what goes, make sure you clarify how everything fits together: specifically, how this data is significant to their daily lives. Always remember that your audience probably won’t have the same level of financial literacy, so it’s your job to communicate the meaning of your figures in a clear, relatable way, which brings us nicely on to…

2. Tell the story behind the data with your finance presentations

Turning data into a story is a common client request for our agency . Clients often have the facts, they just aren’t sure about how to turn them into a narrative that will resonate with people, which is why our workshops are so valuable. In these sessions, we uncover the true value of your ideas, and help you pinpoint the information that best serves your audience.

Executives love data and measurability, but only when they can draw meaningful conclusions from it and prepare actionable next steps. Don’t assume your audience will be able to extrapolate meaning by staring at a set of statistics, even if you yourself can. By analysing your figures with a critical, organisation and audience-focused eye, you’ll be able to dig into the nitty-gritty of what the numbers mean for your business.

For example, if present your colleagues with raw data like ‘profit this year is at a net total £500,000′, they won’t be able to tell whether it’s good or bad, or what it means moving forward. However, ‘net profit has risen to twice that of the nearest competitor’ gives the audience context, a reason to be proud and drive to achieve even more next year.

3. Use diagrams to help the audience visualise the data

On their own, numbers can be quite difficult for our brains to process in comparison to images. Present them with a number and an image and you’ll find that the audience will always focus on the image first. Our brains absorb visual information and construct meaning from pictures at a much quicker pace, so from an audience perspective, it makes sense to take advantage of data visualisation. Through graphs, charts, tables and infographics , you can communicate your financial messages in a more efficient and engaging way.

But generating them in Excel won’t win you any hearts and minds – your audience see them all the time and they’re boring. You need to go beyond the pedestrian formats to make your data stand out: even just small variations on established styles are enough to make your information more memorable.

Different font styles and sizes can be used to pull out key stats and give certain bits of information more limelight. Adopt a tight colour palette, and different gradients and tones to highlight differences. You could also simplify the amount of information on each axis, sticking to just a handful of variables, so that you’re not overloading the audience with information to take in. If you don’t feel confident in designing your own graph, there’s a huge selection of pre-set graph/table templates in PowerPoint.

4. Define a clear objective and structure

This is just general presentation best practice: before you dive into your key messages, you’ve got to clarify what your objective is at the start. Make it clear that this isn’t just another arbitrary finance update for them to sit through. Bring your objective in line with the organisation’s business objectives so that from the first slide, they know it’s pertinent to them. For example, if talking about cash flow, your objective could be to explore how this will affect the business decisions going into the next quarter.

It’s also good to make an explicit agenda for your finance presentation. If your audience know where you are and where you’re going in your presentation, you’ll find that it’s easier to hold their attention. They can also then save their questions for the appropriate sections, which in turn helps you maintain your momentum.

Setting an agenda is also useful from a planning perspective. When structuring your presentation, you can logically organise your content into sections. You can set the financial scene and work towards dramatic reveals of important data – rather than just dumping that information onto a slide from the start. To give the audience a visual roadmap of your narrative, you can even visualise the stages of your presentation by creating a simple progress bar placed at the bottom of each slide.

5. Make your finance presentations a collaborative conversation

Nobody likes to be talked at. If your finance presentation comes across as a self-indulgent monologue, you’ll find attention levels dropping off quickly. To encourage audience engagement, harness techniques that call for the audience’s direct involvement. Try to understand your audience’s motivations, and frame your messages to address their priorities.

Ask your audience questions, invite feedback and openly discuss ideas with them. To kick a two-way dialogue off and add a touch of interactivity , you could even use real-time Q&A app like Vevox to give them a platform to share their thoughts. By making a point of actively involving people in the financial and budgetary process, you’ll find they’ll be much more switched on and will retain information better.

Giving proper thought to how you communicate data can dramatically affect how it is received – even the driest financial detail can be made to resonate with your audience if you deliver it in the right context, with quality visuals and at the right point during your finance presentation.

Check out our finance presentation design service .

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Presentation of Financial Information

• What You'll Learn
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Presentation of Financial Information Course Overview

Presentation of Financial Information Learning Objectives

• Explain the importance of communicating financial information effectively
• Apply best practices when creating financial presentations
• Understand the key structure of an effective presentation
• Construct a sample presentation using the outputs from CFI’s Amazon Case Study financial model

Who should take this course?

Approx 2h to complete

100% online and self-paced

What you'll learn

Introduction, principles for an effective presentation, amazon sample presentation walkthrough, course summary, qualified assessment, this course is part of the following programs.

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

• Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
• Career Prep Investment banking and equity research, FP&A, corporate development

What Our Members Say

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9 Financial Topics You Need An Understanding Of

Navigating the world of personal finances can be confusing when you’re just getting started. Unfortunately, most people weren’t taught about finances in school. As a result, financial literacy across the country is far lower than it should be. First, remember that there’s no shame in being a beginner. It’s not your fault that you haven’t learned about these important financial topics before now.

However, it is your responsibility to take charge and learn about these topics and how they affect you. In this article, we’re breaking down nine important financial topics you need an understanding of.

1. Budgeting

Budgeting is one of the most foundational financial topics of personal finance that everyone should know. In short, budgeting is deciding how you’ll allocate all of your money. It involves figuring out exactly how much you earn each month and where it’s going to go.

Keep in mind that budgeting is not about perfection. It's about the review, your progress, and implementation. If you struggle initially, over time, if you stay committed, you'll get better with budgeting.

Budgeting methods

There’s not necessarily one right way to budget. Instead, it’s about finding the strategy that works best for you. There are several different budgeting methods that people have had success with. A few popular ones include:

50/30/20 budget

Using this 50/30/20 percentage budgeting system , you allocate 50% of your budget to needs such as housing, insurance, and transportation. 30% of your income goes toward wants, which can be eating out, shopping, travel, and more. Finally, 20% of your income goes toward savings and debt. This budgeting system is popular, but likely not ideal for people with significant debt to pay off.

Zero-based budget

Using the zero-based budgeting method, you plan your spending by taking your total monthly income and allocating it to budget categories until you have $0. The premise of this system is that you find a job for every single dollar, even if that job is savings or debt payoff.

Pay yourself first

The pay-yourself-first budgeting method is also known as reverse budgeting. Using this method, you figure out how much you want to pay yourself each month, meaning how much you want to put toward your savings and debt goals. From there, you can spend whatever is left.

Envelope system

The envelope system can be used in conjunction with any other type of budget. Using this strategy, you have an envelope for each spending category. In each envelope is the cash available to spend for the current month. When the envelope is empty, you’re done spending in that category for the month.

Budgeting apps

There are many budgeting apps on the market to help you plan your spending and track your expenses throughout the month. Some of the most popular budgeting apps on the market include:

• Credit Karma's money management tool
• You Need a Budget
• EveryDollar

Debt is more prevalent than ever in today’s society. The data shows that consumer debt has grown to more than $14.9 trillion in recent times, with the average consumer having about $92,727 in debt . And as it becomes more common, it becomes increasingly important to understand how to manage debt.

Revolving vs. non-revolving debt

Every debt is either revolving or non-revolving. Revolving debt is one where you can continuously spend and pay off the debt. The most common revolving debt is a credit card , though a line of credit is also a type of revolving debt.

Non-revolving debt is one where you borrow a lump sum and then pay it off over a specific term. Non-revolving debts include mortgages, student loans , personal loans, and car loans.

Secured vs. unsecured debt

A secured debt is one that is secured by collateral or an asset the lender can seize if you don’t make your payments. Mortgages and auto loans are secured debts since your lender can seize your home or car if you don’t pay them back.

Unsecured debts don’t have any collateral behind them. The lender can still take legal action to get their money, but there’s no asset they can seize from you. Student loans and credit cards are examples of unsecured debts.

Understanding your debt

It’s important to know about and fully understand each debt you have. For each debt, you should know your:

• Total balance
• Interest rate
• Minimum monthly payment
• Estimated payoff date

Once you understand your debt, you can use a debt payoff method like the debt snowball or debt avalanche to pay it off.

3. Net worth

Your net worth is one of the most important aspects of your financial picture. Your net worth is simply the difference between what you own and what you owe.

To calculate your net worth, start by adding up all of your assets, which includes money in your bank and investment accounts and physical assets like your home. Next, add up all of your debts. Subtract your debts from your assets, and you get your net worth.

It’s okay if your net worth isn’t where you want it to be right now. Many younger people have a negative net worth as a result of student loans. The goal is simply to watch your net worth increase over time as you save money and pay off debt.

Credit refers to the ability to borrow money. But when people talk about credit, they’re usually talking about either their credit report or their credit score.

Credit report

Your credit report is a full list of all your current debt accounts, including how much you owe, who you owe it to, and the monthly payments you’ve made. It also includes possibly negative information, such as any accounts in collections , and whether you’ve filed for bankruptcy.

When lenders are deciding whether to give you money, they look to your credit report to see how responsibly you’ve handled debt in the past.

Credit score

Your credit score is a number between 300 and 850 which is essentially a numerical rating of your credit report. It’s a snapshot of how responsible you are with debt. Here are how the different scores fall on a scale of poor to excellent , according to Experian:

• Very poor: 300-579
• Fair: 580-669
• Good: 670-739
• Very good: 740-799
• Exceptional : 800-850

The importance of credit

Your credit score is one of the most important numbers in your financial toolbox. Someone may run your credit anytime you apply for a loan or credit card, rent an apartment, or even apply for a job.

A poor credit score can result in you being denied loans or being stuck with high interest rates. A good score can literally make the difference of tens or hundreds of thousands of dollars over your lifetime. It can also result in you being turned down for apartments and jobs.

It probably doesn’t come as a surprise that saving is one of the most important components of personal finance, but most people simply aren’t doing it. In fact, data shows that just 39% of Americans could afford to pay for a $1,000 emergency without taking on more debt.

The first saving priority most people should have is an emergency fund . Your emergency fund can help you cover any unforeseen expenses. It can also serve as an income replacement in the event that you lose your job. Most experts recommend having between three and six month’s worth of expenses saved in your emergency fund.

The other type of saving you might do is for specific financial goals . Whether it’s a dream vacation or the downpayment on a home , saving will help you get there.

Unfortunately, there’s no magic pill or secret to saving money — you just have to do it. When it comes to saving for a big goal, the best way to reach it is to divide the total number you need to save by the number of months you’d like to have it saved. That will tell you how much to save each month to reach your goal.

6. Investing

Investing can be an intimidating topic when you first get started, but it’s actually one of the most important aspects of your finances. Why is that? Well, most people can’t save enough money to retire. Instead, when you invest, your money compounds and grows at a much faster rate. The hope is that it eventually compounds enough that you can retire.

A recent survey discovered that the average family believes they’ll need about $1.9 million to retire comfortably . Unfortunately, the average family also only has about $255,200 in retirement accounts. Luckily, by starting early and investing consistently, you can reach your retirement goals.

Remember that you can also invest in non-retirement taxable brokerage accounts, but it’s generally recommended that you first max out your tax-advantaged retirement accounts .

Investing 101

There are a few investing terms everyone should know before they start investing:

Asset allocation

How you divide your assets up across all of your investments

Time horizon

The number of years before you expect to need the money you’re investing

Diversification

The practice of spreading your money across many different investments

Risk tolerance

Your ability and willingness to lose money in the stock market

7. Homeownership

Homeownership is one of the most common goals and financial topics. After all, homeownership is just about the epitome of the American dream.

Unfortunately, a home is also incredibly expensive. According to Zillow , the average home in the United States is valued at about $276,717. And depending on where you live, the local average can easily exceed that by hundreds of thousands of dollars.

Here are a few things to keep in mind when it comes to buying a home :

Only buy what you can afford

A general rule of thumb is that your housing costs shouldn’t exceed about 30% of your monthly income. Unfortunately, lenders often approve borrowers for far more than that.

No one knows your financial situation like you do — not even a lender. Be sure that the monthly payment for your home fits comfortably within your budget. And remember, your monthly costs don’t just include your principal and interest.

You also have to account for home insurance and taxes, which can be more expensive than people realize.

Save for a down payment

For most types of loans, you must have a down payment to buy a home. Down payments typically range from 3.5% for an FHA loan to 20% for a conventional mortgage. You don’t necessarily need 20%, but you’ll pay PMI if you put down a smaller down payment.

There will also be other upfront costs in addition to the down payment. These include closing costs, a home inspection, and moving costs.

Maintain a home emergency fund

Maintaining a home is expensive, and experts generally recommend saving about 1% of your home’s value each year for maintenance and repairs. In addition to your personal emergency fund, it’s best to keep a separate emergency fund just for your home so you can easily afford any unexpected repairs.

Taxes may be one of the most dreaded parts of managing money, but they’re also one of the most necessary financial topics to be aware of. Because whether you realize it or not, if you’re earning money, you’re also paying taxes. But for most people, they simply come out of your paycheck before you even see the money.

You don’t have to be a tax expert, but it is important to understand how much you pay in taxes each year, whether you’re required to file a federal and state tax return, and what deductions you might be eligible for . Luckily, a good accountant — or even a good tax software, can help you figure out those things.

9. Insurance

Insurance might be one of the least important financial topics to discuss. But if there’s ever an emergency — and chances are that there will be — you’ll be glad you have insurance.

In general, buying insurance involves paying another company a monthly premium to cover your liabilities in an emergency. Types of insurance that most people should have include:

• Health insurance
• Homeowners or renters insurance
• Auto insurance
• Life insurance
• Disability insurance

The bottom line

If you read through this list of financial topics and immediately felt overwhelmed, don’t worry. You don’t have to have a deep understanding of each of these topics today. But this list will be a great starting point for you as you learn.

You can reference it as you continue to research and learn about each topic. And ultimately, you’ll be glad to have each of these important topics in your financial toolbox.

For guided support, be sure to check out our COMPLETELY FREE COURSES on each of these topics!

Erin Gobler

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Top 140 Finance Research Paper Topics

Why finance topics? The search for interesting finance topics is a constant one. Of course, this is understandable because knowledge of hot topics in finance puts you ahead of the game. Students or researchers who major in business will, at one point or the other in their careers, make presentations, and submit research papers, essays,or help with dissertation or projects. With the headache of writing these papers aside, the challenge of picking finance topics always looms around. We have, therefore, carried out extensive research to present you with these 30 finance topics that will make your paper worth reading! When in doubt, this list of finance topics will surely come in handy to shed some light on that darkness!

Finding Excellent Topics in Finance

We offer you 30 researchable topics in finance. But why should we only catch fish for you if we can teach you how to fish too? The need to find unique topics in finance is on the increase. Here are some excellent tips that will help you choose appropriate finance topics:

• Find out unanswered questions from previous research works or develop on areas that require additional study.
• Read several theses to form ideas.
• Check economics topics . They may be more general but you can narrow down some of them.
• Search online for related topics that are unique, or make them unique to suit your purpose.
• Discuss your chosen topic with other students or people who have experience writing dissertations asking for their input.

Research Topics In Finance

In financial research, unique topics are pivotal to the overall success of the study. The reason for this is simple. Now put yourself in the shoes of professors who have read hundreds of theses and essays. They already know common topics that students like to write or work on. A hot research topic in finance will surely catch the attention of your professor and will likely earn you better grades. Writing finance research papers becomes much easier when you have superb finance research topics.

Here is a finance research topics list that will spark people’s interest in your research work and make your finance research paper worth reading! Ready for these research topics in finance? Read on!

• Merger and Acquisition: An Analytical Study of the Benefits and Set-backs.
• Capital Asset Pricing Model: Possible Solutions to its Inadequacies.
• Global Financial Crisis: A Critical Study of the Role of Auditors and Stakeholders.
• The Impact of Manipulating the Commodity Market on Future Commerce.
• Continuous-time Models: An exhaustive Comparative Analysis of its Application in Divers financial Environments.
• How Speculations Undermine the Stability of Banking in Asian Markets.
• Branding: Its Effect on Consumer Behavior.
• An effective strategy for managing inventory and controlling your budget.
• An analytical report on the various investments in tax-saving products.
• Using a systematic investment strategy to build stability for retail investments.
• How income tax is planned and implemented in India’s economy.
• A detailed analysis of how the Indian banking system operates.
• How does multi-level marketing work in different economies around the world?
• A detailed report on electronic payment and how it can be improved.
• A case study regarding senior citizen investment portfolios.
• Are there potential risks and rewards when comparing savings to investments?
• Is ratio analysis an effective component of financial statement analysis?
• How the Indian economy functions with its current banking operations.

Finance Research Topics For MBA

Here are some great finance research topics you can use toward your MBA. It’s sure to intrigue your professor and get you to look at finance from a different perspective.

• Investment analysis of a company of your choice.
• A detailed report on working capital management.
• Financial plans and considerations for saving taxes and salaried employees.
• A detailed analysis of the cost and costing models of the company of your choice.
• The awareness of investments in financial assets and equity trading preference with financial intermediaries.
• The perspective of investors and their involvement with life insurance investments.
• A detailed analysis of the perception of mutual fund investors.
• The comparative study between UIL and the traditional products.
• A detailed report on how the ABC company manages cash.

Corporate Risk Management Topics

These are some key topics you can use relating to corporate risk management.

• A detailed report on the fundamentals of corporate risk management.
• The analytical concepts relating to effective corporate and financial management within a company.
• How does corporate risk management affect the financial market and its products?
• What are risk models and how are they evaluated?
• How is market risk effectively measured and managed in today’s economy?
• How can a company be vigilant of potential credit risks they can face?
• What are the differences between operational and integrated risks in the corporate world?
• Is liquidity an effective strategy to lower financial risk to a company?
• How risk management can connect with and benefit investment management.
• The current issues that are affecting the modern marketplace and the financial risks they bring.

Healthcare Finance Research Topics

These are some key topics you can use relating to healthcare finance research.

• Is it better for the government to pay for an individual’s healthcare?
• The origins of healthcare finance.
• An analysis of Canada and their healthcare finance system.
• Is healthcare financing a right or a privilege?
• The changing policies of healthcare in the U.S.
• Can healthcare be improved in first-world countries?
• Can the healthcare system be improved or remade?
• How much influence does the government have on healthcare in a country?
• The impact of growing global health spending.
• Is free healthcare achievable worldwide?

Corporate Finance Topics

Corporate finance deals with processes such as financing, structuring of capital, and making investment decisions. It seeks to maximize shareholder value by implementing diverse strategies in long and short-term financial planning.

Corporate finance research topics broadly cover areas like tools for risk management, trend research in advanced finance, physical and electronic techniques in securities markets, research trends in advance finance, investment analysis, and management of government debt. The following corporate finance topics will surely minimize any risk of mistakes!

• Using the Bootstrapped Interest Rates to Price Corporate Debt Capital Market Instruments.
• Corporate Organizations: The Impact of Audit Independence on Accountability and Transparency.
• Buybacks: A Critical Analysis of how Firms can Buy Back at Optimal Prices.
• Merge and Acquisitions: Reasons why Firms still Overpay for bad Acquisitions.
• Corporate Finance: Ethical Concerns and Possible Solutions.
• Understanding the investment patterns relative to smaller and medium-capitalization businesses.
• A detailed analysis of the different streams of investment relating to mutual funds.
• Equity investors and how they manage their portfolios and perception of potential risks.
• How does investor preference operate in the commodity market in Karvy Stock Broking Limited?
• An analysis of the performance of mutual funds in the public and private sectors.
• Understanding how Videcon manages its working capital.
• The Visa Port trust and how it conducts ratio analysis.
• How the gold monetization scheme has affected the Indian economy and banking operations.
• How does SWIFT work and what are the potential risks and rewards?
• A detailed analysis of the FMC and SEBI merger.

Business Finance Topics

Every decision made in a business has financial implications. It is, therefore, essential that business people have a fundamental understanding of finance. To show your knowledge, you must be able to write articles on finance topics in areas such as financial analysis, valuation, management, etc. Here are some juicy business finance topics!

• Application of Business Finance: Its importance to the Business Sector.
• The Importance of Business Finance in the Establishment of Business Enterprises.
• Modernization of Business: Roles of Business Finance in Business Modernization.
• A detailed study on providing financial aid to self-help groups and projects.
• Is tax an effective incentive for selling life insurance to the public?
• Understanding how the performance of mutual funds can change within the private and public sectors.
• Is there a preference for different investment options from financial classes?
• A detailed analysis of retail investors and their preferences and choices.
• A study on investors and their perspective on investing in private insurance companies.
• How analyzing financial statements can assess a business’s performance.
• Increasing the accountability of corporate entities.
• Ethical concerns connected to business finance and how they can be managed.
• The level of tax paid by small to medium businesses.

International Finance Topics

As the world is now a global village, business transactions occur all around the world. No more are we limited to local trade, and this is why the study of international is essential and relevant. Here are some international finance topics that will suit your research purpose!

• Stock Exchange: How Important are the Functions of a Bank Office?
• Global Economic Crises: Possible Precautions to prevent Global Financial crisis.
• Bond Rating: the Effect of Changes on the Price of Stocks.
• How the Banking Industry can Decrease the Impact of Financial Crisis.
• Is it possible for a country to budget funds for healthcare for the homeless?
• The negative impact of private healthcare payments on impoverished communities.
• What sectors in healthcare require more funding at the moment?
• The dilemma of unequal access to adequate healthcare in third world countries.
• Can cancer treatment be more inexpensive to the public?
• The problem with the high pricing of medication in the U.S.
• Is there a better way to establish healthcare financing in the U.S?
• What are the benefits of healthcare finance systems in Canada and the UK?
• How can third-world countries improve their healthcare systems without hurting their economy?
• Is financing research a priority in healthcare and medicine?
• Does free healthcare hurt the tax system of a country?
• Why is free and privatized healthcare present in different economies?
• How does government funding affect healthcare finance systems?
• How do patient management systems work?
• Where does affordable healthcare financing fit in growing economies?
• The economic impact of COVID-19 in various countries.
• The healthcare policies of the Serbian government.

Finance Research Paper Ideas

Writing a research paper requires an independent investigation of a chosen subject and the analysis of the remarkable outcomes of that research. A finance researcher will, therefore, need to have enough finance research paper topics from which to choose at his fingertip. Carefully selecting a finance thesis topic out of the many finance research papers topics will require some skill. Here are some exciting finance paper topics!

• Behavioral Finance versus Traditional Finance: Differences and Similarities.
• Budgetary Controls: The Impact of this Control on Organizational performance.
• Electronic Banking: The Effect of e-Banking on Consumer Satisfaction.
• Credit and Bad Debts: Novel Techniques of management in commercial Banks.
• Loan Default: A Critical Assessment of the Impact of Loan Defaults on the Profitability of Banks.
• A detailed analysis of the best risk management methods used in the manufacturing industry.
• Identifying and measuring financial risks in a derivative marketplace.
• Exploring the potential risks that can occur in the banking sector and how they can be avoided.
• The risks that online transactions bring.
• What are the methods used to ensure quantitive risk management is achieved?
• A better understanding of policy evaluation and asset management.
• What makes traditional finance so different from behavioral?
• The significance of budgetary control in a corporate organization.
• How do loans benefit the profitability of banks?
• How do commercial banks assist their clients that are in bad debt?
• The various considerations we need to be aware of before making investment decisions.

Personal Finance Topics

Personal finance covers the aspects of managing your money, including saving and investing. It comprises aspects such as investments, retirement planning, budgeting, estate planning, mortgages, banking, tax, and insurance. Researching in this area will surely be of direct impact on the quality of living. Here are some great personal finance topics that are eager to have you work on them!

• Evaluation of Possible Methods of Saving while on a Budget.
• The Effect of Increase in Interest Rate and Inflation on Personal Finance.
• Benefits of Working from Home to both Employers and Employees.
• Will dental services be considered an essential medical service soon?
• Is affordable or free healthcare a right that everyone should be entitled to?
• The best ways to save money while on a tight budget.
• What happens to personal finance when inflation and interest rates rise?
• The financial benefits of working from home.
• Does innovations in personal finance act as an incentive for households to take risks?
• A detailed analysis of credit scores.
• The importance of credit and vehicle loans.
• A detailed analysis of employee benefits and what should be considered.
• The effect of tax on making certain financial decisions.
• The best ways to manage your credit.
• The difficulties that come with mobile banking.

Finance Topics For Presentation

Sometimes, you may need to present a topic in a seminar. The idea is that you can whet the appetite of your audience with the highlights of your subject matter. Choosing these finance seminar topics requires a slightly different approach in that you must be thoroughly familiar with that topic before giving the presentation. Interesting and easy-to-grasp finance topics are, therefore, necessary for presentations. Here are some topic examples that fit perfectly into this category.

• Analysis of the Year-over-Year Trend.
• Maximizing Pension Using Life Insurance.
• The Architecture of the Global Financial System.
• Non-communicable diseases and the burden they have on economies.
• Is there a connection between a country’s population and its healthcare budget?
• The spending capability of medical innovations in a third-world economy.
• The long-term effects of healthcare finance systems in the U.S.
• A detailed analysis of pharmaceutical marketing in eastern Europe.
• Understanding the reduction in medical expenses in Greece.
• Private payment for healthcare in Bulgaria.
• A complete change in healthcare policy worldwide. Is it necessary?
• The significance of electronic banking on the public.
• The evolution of banking and its operations.

So here we are! Surely, with this essay on finance topics that you have read, you’ll need only a few minutes to decide your topic and plunge into proper research! If you need professional help, don’t hesitate to contact our economics thesis writers .

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infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

8 PPT Templates for Informative & Powerful Financial Presentations

Last Updated on February 6, 2024 by Anastasia

Financial presentations usually contain dense sets of numbers, which 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 see and 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 these PowerPoint templates, which help 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.

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.

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.

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.

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 .

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.

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.

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.

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: 

Financial Presentation PPT Templates

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.

10 Ways to Build Top Presentation Skills in Accounting and Finance

Today’s accounting and finance professionals are taking on more strategic roles in their organizations and interacting more frequently with other departments. As a result, strong presentation skills are more critical than ever to make compelling points, package information and explain technical information to non-financial stakeholders.

If you work to sharpen your communication with others on your team or with those you supervise, that sets a good example for your entire office. And if you want to build influence in your company, sooner or later you’ll need good public speaking skills to present your ideas to your bosses, colleagues or clients.

How to improve your presentation skills

Here are five practical tips for boosting your presentation skills. Then, because it's likely you work with Excel more than PowerPoint or Keynote, keep reading for five more tips.

• Face your fears. If you have anxiety about public speaking, the best way to overcome it is to, well, speak in public. Begin by making short presentations to your closest colleagues or friends. When you feel ready, volunteer to give a quick talk or make an announcement at a professional association or civic organization you belong to. Consider joining Toastmasters International, a public speaking organization, to get even more practice. Share tips for presentations with members you meet there. Attend networking events to practice your communication skills.
• Do your homework. You’ll have much more confidence during your business presentation if you’re well prepared. To get ready for your talk, learn as much as you can about your audience. This will help you determine how you’ll present your information to get your points across. Use concrete facts and quantifiable information from white papers, surveys or case studies from reputable sources to support your points. If you’re trying to win new business, let your audience know how you’ve helped companies or clients reach their goals.
• Practice, practice, practice. Practice your presentation until you know it inside and out. Rehearse in front of a mirror. Run through it with a colleague or friend. Ask for honest feedback about both your content and delivery, and make any necessary adjustments. Then practice some more.
• Stand and deliver. Remember one of the basics of giving presentations: “Tell them what you’re going to tell them. Tell them again. And then tell them what you told them.” Keep your audience in mind at all times. Speak conversationally and don’t use jargon. Show enthusiasm for what you’re presenting. Your audience will respond to your passion. Season your talk with some quick asides, jokes, metaphors and anecdotes when appropriate.
• Anticipate questions. Your presentation isn't necessarily over once you wrap up your prepared remarks. Colleagues or clients may have questions, concerns or points of resistance about information you presented. Anticipate these by being an expert on your topic. No matter how well your presentation went, it could end on a low note if someone asks a question you can’t answer. Again, proper preparation is the key.

Make better communication your goal and read Promising Accountants Share Goal-Setting Secrets to Success .

How to create strong presentation slides

If you want to build influence in your company, sooner or later you’ll need to present your ideas to your bosses, colleagues or clients. And you’ll likely want to include some visuals. Knowing how to create engaging presentations can help you get your points across and hold your audience’s attention from start to finish.

Here’s how to make the most of your slides when creating a presentation.

• Begin with a clear outline. We’ve all seen presentations that go nowhere fast. That often happens because the presenter doesn't have a handle on where to go with the presentation. Grab a pen and paper before you open your presentation software. Start creating your presentation by writing an outline, with specific focus on your goals and what you want to accomplish by the time you’re done. This will help you stick to the script when it’s time to put the deck together.
• Let your titles guide the way. Each slide’s title should provide context and explain the slide’s content, including the conclusion. For example, “A Third of Managers Regret Not Taking Enough Vacation Time” is better than just “Vacation Time.” A more descriptive title keeps your audience focused on the message. Also san-serif fonts that are easy to read. Titles should generally be between 36 and 44 font, and other content should be at least a 24-point font, with a 20-point font for captions,
• Keep your slides succinct. Don't overwhelm your audience with too many words and numbers on your slides. Yes, you love your numbers , but don’t go number-happy. When deciding what to place on a slide, remember your slides should support what you’re saying, not the other way around. A slide with too much information is challenging to read. You’re essentially asking your audience to read and listen at the same time. Again, don’t make your audience work. If your presentation needs to be shared as a handout or forwarded to others, consider making two versions: a slimmed-down version to talk through and a sharable version with more explanatory text.
• Make it visually engaging. No, a page or screenshot from Excel doesn’t really count as an image. Use simple photos or illustrations that support your message. A well-chosen image is a nice break from text that can grab your audience’s attention and help reinforce your message. You can find professional stock images on sites like Shutterstock. Also consider colors, and make sure your text and background colors contrast well.
• Provide a next step. Don’t just end your presentation by saying thank you; give a call to action. Close your presentation by including a slide that mentions what you’d like the audience to do with the information you shared with them.

Once you improve your presentation skills, you can assume you've added valuable skills to your career toolbox. Not only will that help you succeed in your role, it will also help you advance in your accounting and finance career.

Read Accountants Need Hard and Soft Skills for Success , and don't stop there!

27 Fun Finance Project Ideas & Topics [For Freshers & Experienced]

One of the best ways to increase your knowledge on a subject is to put it to a practical test. This is why working on real-world finance topics for presentation is an excellent means to hone your skills. If you’re a finance student looking for finance projects to work on , then look no further because we’ve listed 27 finance projects to inspire you to take a hands-on approach! Check out our free courses  to get an edge over the competition.

We have added remarks on certain projects to explain their premises and benefits. You can pick a top 10 finance topics depending on your interests and expertise.

What is Finance?

Finance is a diverse field that includes the management of money, assets, along with investments. However, it revolves around allocating and utilizing resources to achieve specific financial goals. Finance can be broadly categorized into three main areas: personal, corporate, and public finance.

1. Personal Finance

This branch deals with individual financial management. It contains budgeting, saving, investing, planning for retirement, and many more things. On top of that, it also aims to help individuals make informed decisions to secure their financial well-being.

2. Corporate Finance

Corporate finance focuses on financial decisions within organizations. It includes assessing various investment opportunities, raising capital, managing financial risks, and optimizing the allocation of resources to maximize shareholder value. Moreover, corporate finance is important for businesses of all sizes.

3. Public Finance

Public finance pertains to the financial mol ding, and debt management. Public finance is critical in supporting essential public services and economic stability.

Top Finance Project Ideas & Topics For Students & Beginners

Here are some of the most interesting and helpful finance related project ideas you can use:

1. ICICI Prudential Life Insurance – The Importance of a Strong Brand Image

Remarks – Branding can have a huge impact on a company’s success. Understanding how you create a brand and promote it is vital for the growth and marketing of a business. This finance topics for presentation will help you study the same.

The sub-topics could include-

• ICICI’s current brand image
• What makes ICICI different from other brands.
• How ICICI changed the banking culture for good.
• Strategies to create a brand image.
• Employee and Customer Satisfaction
• Case Study between the ICICI and its competitor showing the above parameters.

All of this should make the project stronger backed by facts and statistics.

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2. What are Non-Performing Assets and How to Deal With Them

Remarks – Non-performing assets put banks at serious financial risk. It is a loan or advance for which the interest or principal payment is overdue. And there aren’t many solutions to this problem. You’ll get to explore all the aspects of this issue.

This is among the best finance project topics for you if you’re interested in the banking sector .

The sub-topics could include- 

• How does NPA impact the lending culture of banks?
• Impact of NPAs on the banks.
• Comparative study between banks having less and high NPAs.

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3. Evaluating Portfolio and Making Investment Decisions

This finance topics for presentation will help you understand what a portfolio is and how you should work with it. You’ll study the different strategies for growing a portfolio, making it a great project for those who want to get into portfolio management. It is a great finance research topic for those who want to get into portfolio management. 

The sub-topics could include:

• What is a portfolio?
• How to approach the study of portfolios?
• How to assess the difference between a good and bad portfolio?
• What makes a good portfolio?
• What makes a bad portfolio?
• Possible investment options basis the portfolio evaluation.

4. Studying the Home Loans Indian Banks Offer

Remarks – Indian Banking Sector is very unique and dynamic. This project will help you study its effect on the Indian housing sector through its offered loans and how these loans differ from other lending instruments.

This project will study the effect of the Indian Banking Sector on the Indian housing sector. A house is an appreciating asset and it is one of the highest sectors where lending happens in the country.

• What is a home loan?
• What are other different kinds of loans?
• How is a home loan different from other types of loans.
• What are the interest rates for different banks?
• How to choose the right to procure a loan.

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5. Mutual Funds – What are They and Their Future

Remarks- Mutual funds are becoming more and more popular every day and if you’re interested in them, this is among the best finance topics for you. Mutual funds are getting attention with each passing day. If they interest you then this is going to be a relatable finance research topic for you. A mutual fund refers to an open-end investment fund managed by a dedicated fund manager.

It pools money from many clients including individuals and companies. This is one of the best finance project topics.

• What are mutual funds?
• What are different types of mutual funds?
• Who are the different providers of mutual funds?
• How to choose among different types of mutual funds?

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6. A Study on Mergers and Acquisitions in the Indian Banking Sector

Remarks – Indian banking sector has seen plenty of mergers and acquisitions. You’ll discover the different M&As that have taken place in this field while doing this project. This project is suitable for students who want to pursue a career in banking .

• What are mergers and acquisitions
• Why M&As happen?
• Case studies showing the impact of mergers and acquisitions in the past 10 years for at least six companies both globally and nationally.
• How mergers and acquisitions dictate the purchasing style of consumers.

7. The Effect of Different Leadership Styles

Remarks – Leadership is among the most valuable aspects of management. In this project, you’ll study how different leadership styles impact the operations of a company and its revenue. While working on this finance project you will learn about different styles of leadership such as; autocratic, coaching, authoritative, etc.

• What is leadership and why it is important?
• What are different styles of leadership?
• Which leadership style is useful for which type of situation?
• How does leadership create an impact on an organizational level?

8. Evaluating the Capital at South Central Railway

Remarks – Indian railways are an integral component of the Indian economy. This project on    finance topics will make you familiar with capital management in Indian railways. It’s an excellent way to understand how the public sector manages its funds and resources. This makes for one of the best finance related project topics.

• Why are railways important?
• A brief history of Indian railways and their significance in history?
• Why are they still relevant?
• How much do railways help the economy?
• How railways create an impact on the economy, people’s lives, etc.

9. Evaluating the Performance of Private and Public Mutual Funds

Remarks – Analysing the performance of private and public mutual funds can help you test your analysis skills. Having strong analytical skills is necessary for many finance roles such as investment bankers, financial analysts, advisors, etc. So this project would be suitable for you if you want a career in one of those fields.

Analysis is one of those skills which is applicable in any field. It not only does make one technically sound but it has a bigger role in effective decision-making. It creates an impact in effective business decision-making as well as helps one in progressing towards their career goals.

• What are types of mutual funds?
• Why buy mutual funds?
• Merit or demerit of longer tenure and shorter tenured mutual funds?

10. BSE and NASDAQ – A Comparison of the Two Stock Exchanges

Remarks – If you want to pursue a career in wealth management then this is the most relatable finance project topics for you. This project will make you familiar with both of these stock exchanges. You can use their websites to gather most of the required data.

The stock market is volatile and demands one to be mindful yet take risks. It is an art to invest in stocks which need to be learned and practised to get better at it. Also, to read and understanding the two stock exchanges is another skill to have.

• What is a stock market?
• Different terminologies are associated with the stock market.
• What is a stock exchange?
• Different types of stock exchanges.
• Difference between BSE and NASDAQ
• A comparative study between BSE and NASDAQ.

11. The Impact of Demonetization on Tourism in Goa

Remarks – Goa is a tourism-focused state and demonetization had a huge impact on every industry, including tourism. With this finance topics project, you’d get to study the relation between demonetization and Goa’s tourism sector. You’d understand whether the tourism sector grew or crumbled under the pressures of demonetization.

Demonetisation had a good intention behind it but every citizen perceived it in their own way depending on their situation at that time.

On 8th November 2016, the GOI announce that all the 500 and 1000 banknotes would be demonetised. It basically took away the legal status of these bank notes. They became nothing but a piece of paper, the people were asked to exchange those with the new legal tender issued by GOI.

• What is demonetisation?
• Impact of demonetisation.
• History of demonetisation nationally or globally.
• Demotisation’s effect on Goa’s tourism.
• How long it take Goa to recover from the effect of demonetisation.

12. Bharti Teletech Limited Profitability Analysis and Documentation (Financial Reporting Project)

Remarks – This is among the best finance project topics for beginners. It will make you acquainted with financial reporting, a necessary aspect of financial management. You’ll also get to know how to read financial reports and documentation.

• What is financial reporting?
• What are the benefits of financial reporting?
• What are the tools used for financial reporting?
• Bharti Teletech Limited Profitability Analysis and Documentation

13. What is Portfolio Management and How to Perform Portfolio Management

Remarks – Portfolio Management refers to handling investments. It involves the selection, prioritization, and management of a client, individual, or company. In this project, you’d explore what portfolio management is and what you do in this field. You’d learn about financial analysis, decision-making, and financial management through this project.

• What makes a good or bad portfolio?
• How to evaluate a portfolio?
• How to manage a portfolio?
• Resources to use to manage a portfolio.

14. Financial Performance Analysis of Indian Private Banks – A Detailed Study

Remarks – Indian private banking sector has evolved a lot since 1947. This finance project will help you study their growth. This finance research topic is the best for you if you’re interested in pursuing a career in the banking sector. 

• History of Indian banks.
• What are the different types of Indian banks?
• Impact of banks on the Indian economy.
• Modernisation of the Indian banks.

Also check Job-ready Program in Financial Modelling & Analysis from upGrad.

15. Comparative Analysis of Regional Rural Banks in India

Remarks – In a comparative analysis, you get to analyse the different aspects of the given subject and find out the differences and similarities. In this project, you’d be performing a comparative analysis on different regional rural banks in India. You can choose several banks according to the amount of information you find on them.

• What are RRBs?
• What is the impact of RRBs?
• Different RRBs in India?
• How these RRBs are different from each other?

Also Read:  Future Scope of MBA in Finance

16. The Importance of Micro Insurance and The Low Income Group

Remarks – Microinsurance has become popular with the expansion of consumerism in the nation. This project will make you familiar with this concept and its advantages. You’ll study how the low-income group is capitalizing on this opportunity.

• What is insurance?
• Why is insurance important?
• What are diffrent types of insurances?
• What is microinsurance?
• How is microinsurance important?

17. Financial Project on Management and it’s Importance in an Organisation

Remarks – This project covers the fundamentals and importance of management for an organization. It is a good finance project for beginners familiar with management and who want to enhance their knowledge.

• What is finance management?
• Why it is important?
• What is management?
• Why is management relevant.

18. The Reverse Mortgage System in India

Remarks – A reverse mortgage is a form of a loan that allows the property owners to borrow money using their property as a security for the loan. This is a project for those who have worked on finance projects in the past. It is suitable for experienced students. 

• What is a mortgage?
• What are the different types of mortgages?
• What is a reverse mortgage?
• Merits of Demerits of a reverse mortgage.

19. Wealth Management and the Public – A Study On the Awareness and Knowledge about Wealth Management in the Common Man

Remarks – This is a Study On the Awareness and Knowledge of Wealth Management in the Common Man. Wealth management can do wonders for a person’s financial well-being . However, how much does the common man know about wealth management? This project will help you understand the financial literacy level in India.

• What is wealth?
• What is wealth management?
• How to manage wealth?
• Different tools or resources to use for wealth management.

20. Investment Management at Uber

Remarks – Uber is among the most successful startups in the world. If you’re interested in pursuing a career in startups and using your financial expertise there, this is one of the best finance project ideas for you. It will help you understand how successful startups manage their investments and how it helps them succeed more.

If you want to use your financial expertise in startups, then this is one of the best finance topics for you. It will help you to understand how investment management helps startups to succeed and stay in the market. This makes for one of the good MBA finance project topics .

• What is investment management?
• Why is investment management important?
• How manage investment?
• Why do startups manage their investments?

21. The Decision Making Process of Indian Consumers for Life Insurance and The Impact of Technology On It

Remarks – This project will help you test your research skills. You will understand the Indian consumer’s decision-making process for buying insurance. Online insurance comparison sites (such as policy bazaar) have affected this industry considerably. You’ll get to study their impact as well.  This makes for one of a good finance research topics.

• What are different vendors providing life insurance?
• How has technology changed the life insurance culture?

22. What are Dividends and Dividend Policies?

Remarks – This is one of the best finance project ideas for beginners. You’ll get to study dividends, how they work, and what are their policies. It is a small project that will help you get started. This makes for one of the best MBA finance project topics .

• What are dividends?
• What are the benefits of dividends?
• Different policies for dividends?
• What impact do they create in the long or short term?

23. What is Capital Budgeting? – A Finance Project

Remarks – Capital budgeting is an essential aspect of a business’s financial management. It allows the business to plan future endeavours, restrict expenditures, and generate more revenue. Working on this project will certainly help you in understanding capital budgeting. This makes for one of the best finance related topics.

• What is capital budgeting?
• Why is it important?
• Different tools and resources for capital budgeting.

24. Studying the Capital Budgeting of Maruti Suzuki

Remarks – Maruti Suzuki is among the most successful automobile companies in India. With this project, you’ll get to study the capital budgeting strategies of this major corporation and if you’re interested in the automobile field, This is one of the good finance related project topics .

• Impact of capital budgeting in different sectors.
• Capital budgeting of Maruti Suzuki.

25. Risk and Return Analysis of Aviva Life Insurance Company

Remarks – This is an excellent project for students who want to pursue a career in the insurance sector. You’ll get to test your analysis skills and understand the inner workings of insurance companies in India.

• What is risk analysis?
• What is risk and return analysis?
• Important tools and resources to carry risk and return analysis.
• Case Study- Risk and Return Analysis of Aviva Life Insurance Company

26. The Level of Financial Literacy in India According to Different Economic Classes

Remarks – Financial literacy refers to the knowledge of investment and personal finance. You would get to test out your data analysis skills in this detailed project. You’ll learn how different economic classes of India perceive financial literacy.

• What is financial literacy?
• How conscious are different classes of financial literacy?
• What impact does it create on one’s lifestyle?

27. Perception of People on Pradhan Mantri Jan Dhan Yojana

Remarks – Pradhan Mantri Jan Dhan Yojana the government plan for increasing financial inclusion. You will get to study how this implementation has affected financial inclusion, and what is the perception of the people toward it . It will help you understand how the public sector can impact the personal finances of an individual.

• What is PMJDY?
• How do people perceive these policies?
• What impact did PMJDY create in people’s lives?
• Did PMJDY achieve its goal?
• How do people perceive PMJDY?

Create a Trading Algorithm

Take your financial analysis example to the next level with this opportunity to develop a dynamic trading algorithm. Dive into market data analysis, technical indicators, and proven trading strategies as you design and backtest your algorithm. Then, put its performance to the test using historical data to determine its effectiveness. 

Invoice Management System

One of the most exceptional financial projects for students or finance project topics is working on developing an invoice management system. This tool will be particularly beneficial for large firms struggling to manage their payments and invoices. An invoice management system can leverage the power of automation to make essential payments and generate invoices on time. 

Portfolio Analysis Tools

These tools are pivotal in finance and banking, enabling financial institutions to proficiently manage investment portfolios, mitigate risk, evaluate performance, and allocate assets. If you’re seeking an innovative finance project, consider creating a tool that empowers users to input their investment portfolio and analyze its performance, risk, and diversification. With historical market data and statistical models, your tool can generate valuable insights and recommendations for users.

Mobile Budgeting Application

You can design and develop a mobile application that can be used to track expenses and manage budgets for users. The app may ask users to integrate their bank accounts and credit cards to enable automatic categorizations of transactions and to generate insights into the user’s spending habits.

Credit Score Predictor

Developing a credit score predictor can be one of the best finance projects for students. A powerful machine learning model can accurately predict a user’s credit score based on their financial history, demographics, and relevant data. This valuable tool can assist lenders in making well-informed decisions related to loan approvals and interest rates.

Financial Education Platform

This cutting-edge finance project topics or financial statement analysis project of designing an innovative banking and finance platform is great. In light of the recent increase in virtual learning, developing an online hub filled with valuable financial education resources and tools has become crucial.

This platform has the potential to elevate people’s financial knowledge and literacy. By incorporating courses, webinars, and various resources, users can better understand financial concepts and strategies.

Bank Fraud Detection System

To combat the alarming increase in bank fraud, we should focus on creating effective tools for fraud detection. This exciting finance project involves leveraging machine learning to identify and prevent fraudulent transactions within the banking system. By continuously monitoring transaction data, our innovative model can promptly flag any suspicious activity, providing valuable insights for thorough investigation and prevention of fraud.

Stock Market Prediction Model

Revolutionize the world of finance with a cutting-edge machine learning model designed to accurately forecast stock prices using past market trends to real-time news articles. This innovative finance topics or MBA finance project topics promises to equip investors with insightful information for smarter trading choices.

Personal Finance Chatbot

One of the interesting financial projects for students can be the creation of a personal finance chatbot. The chatbot should be able to provide personalized guidance and advice. It should be capable of answering common financial queries like saving, investing, and budgeting.

Tax Preparation Software

The process of arranging and filing taxes can be very vexing. What better idea than to bring about a finance research topics that can even remotely simplify the process? You can initiate an idea of developing a software application that can offer step-by-step guidance, automate calculations, and import data from financial accounts and tax forms.

Financial Planning Calculator

Introducing an innovative tool that harnesses its capabilities to calculate and evaluate retirement savings objectives, investment yields, and other crucial factors to pave the way for wise future planning. Our model also offers strategic suggestions for optimizing savings and investments, making it a valuable asset for users.

Loan Comparison Website

Have you considered creating a finance project concept? One idea could be to design a platform that allows users to easily compare loan options from a variety of lenders. By building a user-friendly website, individuals can easily compare interest rates, fees, terms, and premiums of different loan facilities. 

Expense Tracking Tool

Another fantastic finance topics in the banking and finance field is developing a tool that helps users track their expenses and discover areas to save money. With a creative interface that utilizes visualizations of spending habits, the tool can offer suggestions for cost-cutting measures.

Analytical Tool for Real Estate Investment

The real estate industry is witnessing a surge in development, making it a highly lucrative field. One way you can contribute to this growth is by creating a tool that assists investors in analyzing potential investments. This tool could incorporate various factors such as market trends, rental income, and property taxes to accurately estimate potential returns on investment .

Financial News Aggregator

One exciting finance topics for project for finance could involve creating a website or app that compiles financial news from various sources and presents it to users. Users would also have the option to tailor their news feeds to their liking. Incorporating NLP technology could further enhance the model by categorizing news articles into different segments, such as finance related project topics and sentiment.

Stock Market Simulator

Students can venture into the stock market by working on a stock market simulator tool. Creating a stock market simulator will offer a realistic experience for users to practice and hone their investing skills. This tool will incorporate real-time market data to help stock market investors. By working on such a finance topics for project, you will be able to help users succeed in monitoring their progress and growth over time.

Investment Recommendation Engine

One of the most interesting finance projects for students is to create a cutting-edge tool that harnesses the powerful potential of machine learning algorithms to provide insightful recommendations for investment opportunities. Tailored to individual preferences and needs, the tool expertly analyzes market trends, past performance, personal risk tolerance, and investment objectives. It’s the perfect tool for those seeking a smart and reliable way to make informed investment decisions.

Investment Portfolio Simulator

This simulator tool is a brilliant idea. Devise a tool that allows users to simulate and track the performance of various investment portfolios. Users can adjust their portfolio allocation over time by factoring in historical market data.

Consumer Credit Management Tool

This ingenious concept has the potential to enhance consumers’ understanding. This type of tool aims to provide a holistic education to customers on different methods for successfully managing collection processes in the consumer industry. Furthermore, it can also incorporate valuable advice for banks on their collection strategies and provide customized solutions.

Forex Management System

Another terrific banking finance related project topics you can invest your resources and time on is the Forex Management system. This offers banks automated foreign exchange operations and managing complexities in the business. Working on this type of project can boost your career prospects significantly.

Customer Relationship Management System

One exciting project idea for the banking and finance industry could involve the creation of a cutting-edge CRM system. Such a system would grant banks the ability to better handle customer interactions and maintain strong relationships. Furthermore, this system could offer essential features such as customer segmentation, lead management, and advanced communication tracking.

Financial Risk Management for MNCs

Craft a comprehensive finance topics for research centered on examining and addressing the plethora of financial hazards encountered by multinational companies. Delve into the complexities of foreign exchange, interest rates, and political threats. Construct innovative risk management tactics and evaluate their efficacy.

Cryptocurrency Trading 

The buzz around cryptocurrency makes a crypto trading bot one of the most interesting finance projects for students. Students can be made to work on a cutting-edge bot that harnesses the power of machine learning to analyze the ever-changing landscape of the cryptocurrency market. With the ability to make automated trades based on custom strategies set by the user, this innovative creation could revolutionize your investment approach by optimizing gains and minimizing potential risks.

Valuation of Complex Financial Instruments

Work on finance related topics for project that entails assessing intricate financial instruments like derivatives and structured products. Employ advanced models and approaches to ascertain the equitable value of these instruments.

Read: MBA Finance Salary in India

Read our popular articles related to mba.

What is an example of a Top MBA Finance Project Topics?

An example of a finance project could be an analysis of the stock market performance of tech companies over the last decade. This project would involve collecting historical stock price data, dividends, and market capitalization, and using financial models to analyze trends, risks, and returns. The project could also compare financial ratios like price-to-earnings and debt-to-equity across different companies to assess their financial health and investment potential. This type of project helps in understanding market dynamics and provides valuable insights into investment strategies in the tech sector.

What is The Importance of Finance?

Here are several key reasons why finance is critically important:

1. Resource Allocation

Finance is instrumental in allocating resources efficiently. It helps individuals, businesses, and governments decide where to invest money and how to distribute limited resources. This allocation drives economic growth by channeling funds toward productive activities and innovations.

2. Investment and Economic Growth

Finance fuels investment in new businesses, technologies, and infrastructure. However, this type of investments produces jobs, boost productivity, along with overall economic growth. On top of that, it also allows entrepreneurs and businesses to turn their ideas into reality, contributing to innovation and progress.

3. Risk Management

Finance provides tools and mechanisms for managing various types of financial risk. This includes insurance, hedging, and diversification of investments. Effective risk management stabilizes financial markets and allows businesses to operate in uncertain environments confidently.

4. Wealth Creation

Investments in stocks, bonds, real estate, and other assets, finance enables individuals to build wealth with the passing of time. Moreover, it helps people plan for retirement, fund education, and achieve financial goals. Wealth creation, in turn, reduces income inequality and fosters economic stability.

5. Liquidity and Capital Flows

Finance facilitates the efficient circulation of capital within the economy. It ensures that funds are available when it is required, whether for daily transactions, short-term needs, or long-term investments. Liquid financial markets provide stability and confidence in economic systems.

6. Innovation and Entrepreneurship

Finance plays an important role in nurturing innovation and entrepreneurship. It offers startups with the capital needed to develop new products and services. Venture capital, angel investors, and crowdfunding platforms are all financial mechanisms that support innovation.

7. Government Functioning

Public finance is essential for governments to carry out their functions. Taxes, public spending, and debt management are critical components of government finance. Effective public finance ensures the provision of essential services such as healthcare, education, and infrastructure.

8. Global Trade and Investment

Finance facilitates international trade and investment. It allows companies to expand their operations globally, promoting economic interdependence and international cooperation. Foreign exchange markets and international finance instruments are crucial in this regard.

9. Financial Inclusion

Access to finance is vital for social and economic inclusion. It empowers individuals and businesses to participate in the formal economy, access credit, and build financial stability. Financial inclusion reduces poverty and enhances overall well-being.

10. Transparency and Accountability

Finance boost transparency and accountability in public and private sectors. Financial reporting and auditing standards ensure that stakeholders can assess organizations’ financial health and integrity, fostering trust and confidence.

We hope that you found this article on finance project topics useful. If you have any questions or suggestions regarding this topic, please let us know through the comment section. We’d love to hear from you.

With upGrad, aspirants can choose to pursue Certification Program in Financial Modelling & Analysis in association with PwC India.

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Frequently Asked Questions (FAQs)

NPA is the credit (loan or advance) on which the interest or the principal is overdue. The banks are supposed to classify the NPAs as Substandard, Doubtful, and Loss assets.

A mutual fund is a company that pools money from different people and invests in stocks, bonds, or other assets.

Although both of them are used interchangeably mergers signify two or more companies coming together to form one legal entity. Acquisition denotes taking over/ purchasing another company.

It helps one to assess their strengths, weaknesses, and suitability for a situation. Having the ability to balance communication and lead is critical for good leadership.

BSE stands for Bombay Stock Exchange, it is one of the oldest stock exchanges situated in Bombay. It was established in the year 1875 as the Native Share & Stock Brokers' Association.BSE share market uses Sensex to monitor the performance of the companies to determine whether the capital market of India would rise or fall, depending upon the movement of share prices of these companies.

It stands for National Association of Securities Dealers Automated QuotationsThe NASDAQ is the second-largest stock exchange in the world. It became the first electronic stock exchange in 1971. NASDAQ is an online global marketplace for buying and trading securities—the world's first electronic exchange. Big tech companies are listed on NASDAQ.

It is the act of taking away the legal status of a currency. The current currency is pulled from circulation and retired, to be replaced with new notes or coins.

For MBA students specializing in finance, there are numerous project topics that can provide deep insights into the field. Popular topics include analysis of the impact of fiscal policies on the economy, risk management in banking sectors, and studying the effects of corporate governance on shareholder value. Other significant topics might explore investment strategies in emerging markets, the role of microfinance in developing economies, or a comparative analysis of digital banking platforms. These projects not only deepen understanding but also enhance analytical and strategic thinking skills essential for finance professionals.

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• Entrepreneurship

15 Unique & Interesting Presentation Topics for Business in 2024

Are you a business owner who needs to give a presentation, but you're unsure of finding interesting business topics to present? Do you need to make a good impression with your next presentation? Perhaps you need to impress investors or other stakeholders...

Interesting presentation topics paired with professional presentation templates can help.

Why use a professional presentation template? A professional presentation template saves you time. Just add the information that you want to present and you're ready to go. 

A template also ensures that your presentation looks professional and impressive. Slides that are unprofessional and sloppy distract from your topic. Not to mention, they reflect poorly on your business.

In this article, we'll help you find some interesting business presentation topic ideas. And once you've found your unique speech topics, you'll want your presentation to look good. Along with the topic ideas, we'll share some professional presentation templates from Envato Elements.

Check Out Our Free Online Presentation Guide

If you're reading this article, you're probably about to create a presentation. We'll help you out with some topic ideas below. But we've got even more presentation help available.

In our free presentation guide, The Complete Guide to Making Great Business Presentations , we'll take you through the complete process to get you ready for your next business presentation—from start to finish. Avoid common mistakes and learn how to plan and write powerful business presentations.

Don't miss our new free online presentation guide. It's chock full of powerful business presentation advice. It will help you make your next business presentation your best yet. Why not take a look at the Complete Guide to Making Great Business Presentations in 2024 today?

Where to Find Professional Presentation Templates

You can find hundreds of the best PowerPoint presentation templates for your unique speech topics on Envato Elements. Envato Elements has a great offer: download as many as you want for one low price. 

Explore Presentation Templates

All you've got to do is pay one low price for a subscription. Then you get unlimited use of the PowerPoint presentation template of your choice.

15 Interesting Presentation Topics for Business (With Unique PowerPoint Designs) 

If you're unsure about what to cover in your next business presentation, here are some ideas. We've also included a template suggestion to go with each unique speech topic.

Here are the business presentation ideas:

1. Meet The Team

Getting to know your coworkers is crucial for a healthy work environment. When your team members get to know each other, they'll be able to collaborate better. A simple presentation can work really well for this purpose. 

You can include a brief professional bio and a few interesting facts about each team member. You can even make it more interactive. Share the professional bio and invite each team member to share interesting facts. 

The Agio template is a multipurpose PowerPoint presentation template. It comes with several slides that are perfect for highlighting team members. It includes over 600 slides, custom icons, media placeholders, and more. It's also fully customizable and comes with nine premade color schemes.

2. Portfolio

Showcasing your skills and past projects is always a good idea. You can use this type of presentation to explain your process. Or speak about the results you've gotten for your clients. 

Use this type of presentation to explain your process and style to new employees. You can also use it to pitch new potential clients. 

The Clea PowerPoint template works beautifully for portfolio presentations. It features a modern design with 30 unique slides. You'll find plenty of image placeholders to share your past work. The template also includes other important slides for a complete presentation. Present your team members, share product information, and more. 

3.   Marketing Plan or Strategy

Marketing is important. Your marketing strategy depicts your company as both professional and appealing. Every business should have a marketing plan. It makes a great business topic for presentations to investors or managers. A marketing presentation informs the audience what your business is all about. 

This template is great for anyone wanting to present their marketing plan. The Marketing Plan template comes with over thirty different slides. Add as much information as you need to your presentation. 

This template also comes with ten premade color schemes. Plus, it includes device mockups. You can show what your website looks like on different devices. It also comes with infographics and data charts.  

4. New Products

Is your company coming out with a new product? 

This is a good management topic for a presentation in PowerPoint. When you introduce a new product, it's important that everyone in your company know what it is and how it works. If they don't know about the product, they can't effectively use, explain, show or sell it. Presenting information through a presentation is a professional way to introduce new products.

The Product Presentation template comes with twenty slide masters. This gives you plenty of layout choices. This template package also comes with charts, diagrams, and table slides. This allows you to put your data into the presentation in a visually appealing way. 

Most objects in the template can be moved, reshaped, and edited. This template has a nice modern feel that'll allow you to present your new products.

5. Business Plan

Business plans document your long-term and short-term objectives. A business plan can help you generate ideas on what to do when your business encounters problems. 

It also helps your stakeholders know that you have a well-thought-out strategy. This tells them that you take your business seriously and it shows that you know what you're doing.

This business plan template has a contemporary and professional design. With this template, you get thirty unique slides and 150 total slides. That'll allow you to add as much information as you need to your presentation. Easily add any images you need to by dragging and dropping them into the image placeholder. This template comes with five color schemes. You can choose the colors you want to have in your presentation.

6. Pitch Deck 

Maybe you're starting out, and you're pitching your business to stakeholders or investors. A pitch deck template is a perfect way to present your business professionally. 

Using the Pitch Deck template permits you to present all your information in one place. The graphics and charts will help your investors understand and remember the information. It shows your potential investors everything they need to know about your business idea.

This template also features modern colors so that your presentation doesn't look outdated. This template comes with over 120 slides. Infographics, data charts, timelines, and price tables slides are also included. The flexibility and options make it easy to present any type of data you may have. This presentation will impress anyone who hears your presentation.

7. Data Analysis

Do you have a lot of data to present?

Going over your data analysis can be a good business presentation topic idea. A data analysis presentation allows you to present how your business is doing. When presenting data, it's common to present it in different ways. This template package gives you the tools to do that. 

Analyzing your data helps you and your audience recognize current and future problems. Putting your data in charts makes it easier for people to visualize it.

This data analysis template has 35 total slides. The slides provide ample space to present all your data. This template comes with 11 color schemes. This allows you to choose what you want your presentation to look like. You also get handmade infographic templates that help your presentation look more professional. This template also comes with graphs and charts making it easy to present your data in many visual ways.

Your business finances are important. Presenting finances makes a good business topic for presentations. 

There are many types of interesting finance presentation topics. You could give a quarterly financial report that allows you to show how great your business is doing. Or you could explore ways that your business could improve. They can also be useful when you're trying to receive financial backing for a new business idea or a new product.

This Finance PowerPoint template comes with 30 multipurpose slides. That gives you enough slides to add all your financial information. This template also comes with five premade color schemes. This template has a modern design yet remains professional.

9. Diversity

Whether you're a new company or you've been around for a while, diversity in your company is important. Having a diverse company helps the company to be more creative and productive. 

The Diversity presentation template has a vibrant and creative design. This template is a great if you want to present information about diversity. It comes with over 50 unique slides. This allows you to add as much information as you need to on why diversity is important in the workplace. 

Also, this template can be easily edited. Choose to change the colors or add images. It's got visual elements such as infographics and icons. All this allows you to make your presentation more visually appealing.

10. Newsletter

This allows you to update your employees about what's happening. Likewise, it's important to keep employees updated with a graphical, well-written newsletter. Why not combine the two?

Use this Newsletter presentation template to present important information to employees or stakeholders. This template has a modern and creative design on all 30 template layouts. It comes with five color scheme options. You can choose the colors you want in your presentation. You can also add any image of your choice by dragging and dropping the image into the image placeholder. 

11. Sales Data

This interesting presentation topic is an important part of a company. Sales are how many companies make money. So, it's good to inform your company stakeholders how your product is selling. A sales presentation can also be used to present information on a new product. 

Use this Sales Data presentation template to show projected sales or show how a product is currently selling. The template could also be used when trying to get funding or investors for a new project. With a template, you'll show your audience that you're serious about your product. 

This template comes with over 150 total slides. That's enough slides for detailed product information and projected sales. This template comes with five unique color schemes. A bonus is that this template comes with a sales expectations slide, a product information slide, and a company budget slide—making this a versatile package.

12. Business Organization and Processes

Keeping your business organized is an important problem that many businesses face. When a business is disorganized, it causes problems. These problems could end up costing your business a lot of money. A presentation on the importance of a company organization can convince your employees to take action.

Organizer is a multipurpose presentation template. This template comes in standard format and widescreen format. This allows your presentation to look good on different devices. Organizer comes with 32 different slides. You can put as much information as you need in your presentation. This template comes with five premade color schemes. Giving you options to choose from on how you want your presentation to look. This template has a modern design while remaining professional. This template can easily be edited to customize the presentation to fit your needs.

13. Brand Guidelines

Brand consistency is important. It's how you develop familiarity and trust with your customers. Brand consistency involves using the same messaging. It also means using a consistent visual style across all your marketing channels. 

To ensure brand consistency, everyone needs to be familiar with your brand guidelines. That's where a presentation on your brand guidelines comes in.

The Brand Guidelines PowerPoint presentation will help you put this presentation together quickly. It's got a modern design and includes 30+ creative slides. You can include all the important elements of your brand strategy. 

14. Customer Lifetime Value

Knowing your customer's lifetime value is important. It costs less to keep an existing customer than to get a new one. So, it's in your company's interest to nurture your customers and get them to buy from you again and again. Customer Lifetime Value refers to the total amount a customer spends with your business for the duration of the relationship. 

You can use this presentation to show stakeholders how much your customers are worth. This metric can also show you early signs of attrition which you can use to improve your offers. 

The CLV Customer Lifetime Value Presentation template is handy in this situation. It comes with 20 unique slides and ten premade color schemes. You'll also find many different charts, graphs, and other infographic elements. 

15. Sales And Digital Funnel

Sales and digital funnels are the backbone of every business. They can be simple or complex. But what's important is that everyone understand how your funnels work. 

Why not create a simple presentation that outlines every step of your funnel? This ensures that everyone in your company understands the whole process. It also ensures that each funnel is created in a similar fashion. 

The Sales and Digital Funnel PowerPoint template comes with plenty of infographic elements. It also includes other slides necessary to outline your sales strategy.

5 Quick Business Presentation Tips for Great Impact in 2024

Choosing a great topic and the right template is only the beginning of a great presentation. 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. Similarly, for a fashion presentation, opt for a fashion presentation template. This will ensure that you’ll get slides that are in line with the topic. Plus, they can easily be customized with your information. 

Armio Business PowerPoint template is great for all kinds of business presentations.

2. Use the Built-In Slides to Help You Come up With Content Ideas

All the best PowerPoint templates have tons of content ideas built in. If you’re wondering what to include in your presentation besides raw data and facts, look to your PowerPoint template for inspiration.

3. Show Data Visually

Abstract data is hard to visualize and understand. Use the built-in charts, graphs, and infographic elements to display data. This will make it easier to understand. 

Circles PowerPoint template is an excellent example of an infographic template done well. Use it for any sort of unique topics for presentations. This includes business communication PPT topics to commerce topics presentations.

4. Keep Your Audience Engaged With a Question Slide

You spent hours working on your presentation. The last thing you want is for your audience to get bored and stop paying attention. Keep them engaged by including a question slide and encourage them to take part in a discussion.

5. Use Color 

The use of color is the perfect opportunity to build brand recognition. Color adds emphasis to your unique presentation topics. Use it to draw attention to important information. Another way to use color is to put it as an overlay over your images to make the text stand out more. 

The Sparrow PowerPoint template uses color in many creative ways. It would serve marketing presentation topics well.

Where to Find the Best PowerPoint Templates in 2024 

Envato Elements is a top choice for finding modern and beautiful PowerPoint templates . And they all have stunning designs. But what makes Envato Elements a great choice?

1. Key Benefits of Envato Elements

Envato Elements is a premium subscription service. Once you sign up, you can download unlimited creative templates. They cover different digital asset needs for a low monthly fee. That’s certainly a compelling offer. 

Download as many PowerPoint templates as you need. Plus, you can download web templates, fonts, add-ons, and other graphic assets. There are tons of quality PowerPoint templates with on-trend designs on Envato Elements:

If you own many brands or if you’re a designer working with many clients, Envato Elements is a perfect choice. It'll give you the best bang for your buck. Sign up for Envato Elements now .

Learn More About Using PowerPoint

Now that you have some interesting presentation topics, put them into a business presentation. We can help you learn more about using PowerPoint. 

Start with our ultimate guide on how to use PowerPoint . Or turn to one of the tutorials below:

Find More Great PowerPoint Templates for Your Business Presentation Ideas

If none of the templates in the article were what you were looking for, check out the articles below:

Download a Professional Presentation Template for Your Unique Speech Topics

Making a presentation is a good way to present important information. Now you have some good business topics for presentations that you can create quickly. 

All the featured templates are easy to edit. They will save you time from having to make your own presentation. A template also ensures that your presentation is professional looking. If you're looking for more professional business templates check them out on Envato Elements.

Editorial Note : This tutorial was originally published in September of 2019. It's been revised to make it current, accurate, and up to date by our staff—with special help from Brenda Barron .

120 Presentation Topic Ideas Help You Hook Your Audience

Updated: January 15, 2024

Published: August 09, 2023

Cooking is easy. The puzzle is figuring out what to eat. As soon as you know that, you can get started. The same holds for presentations. The sooner you can whip up a good, informative, and catchy topic, the easier the rest of the process becomes.

Pick a good topic that resonates with you and your audience to set a strong foundation. But select the wrong topic, and it becomes difficult to connect with your audience, find mutual interests, or hold their attention.

So, let’s learn how to develop thought-provoking and relevant topics for your presentations. You’ll also find some best practices to make your presentation memorable.

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Table of Contents

How to Choose a Great Presentation Topic in 5 Steps

120 presentation topic ideas, 5 presentation tips.

4. Choose an appropriate presentation style.

There are many ways to present a topic. Your personality, the topic at hand, and your audience’s personas will help you determine which style would best fit you and your audience.

Select a presentation style that will communicate the main idea clearly and have a lasting impact on your audience.

For instance, explore a freeform style presenter by Sir Ken Robinson.

5. Engage with your audience.

Work on your presentation skills to make a strong connection with your audience, get through to them and leave a mark.

Think of the presenter as the link between the topic and the audience. A strong or a weak presenter can make a difference between a presentation being a thriving success or a boring failure.

Hone your skills by engaging and interacting with your audience. Make them feel like a part of the presentation and not just spectators. 70% of marketers have found presentations with interactive content to be more effective than those without.

Here are a few ways you can make your presentation interactive:

• Start your speech with uncommon questions to your audience. Involve them from the get-go, like ask to raise their hands if X.
• Make eye contact to build credibility and show confidence. Don’t stare at your slides or notes. Smile occasionally and talk to the audience directly.
• Have an active and confident body language. Don’t stand in the same place the entire time. Move around the stage.
• Don’t be monotonous. Speak as you would to a colleague — with enthusiasm.
• Ask close-ended questions in between to keep the audience engaged without losing time. Address them using their names to keep things interesting.
• Share personal experiences and stories that your audience will find fascinating and relatable.
• Practice thoroughly before you present so you’re fluent with the material and delivery.
• Energy and excitement can be quite contagious. Make sure you exude enough to spread some to your audience.

Feeling Inspired Yet?

Now you have all the right ingredients for choosing amazing topics and a hundred ideas to drive inspiration from. So, go ahead and start cooking presentations that will blow your audience away.

Don’t forget to choose a super-relevant topic and add meaty information. Do it with excitement to make it enjoyable for you and your audience. Best of luck!

Don't forget to share this post!

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25 Best Banking and Finance PowerPoint Templates For Financial Experts

Malvika Varma

From the ancient times of the barter system to the world of cryptocurrency, just like everything else, money has had a tremendous journey of evolution. Finance holds every realm as it creates economic value. We cannot consider a world without a robust financial system and services.

Finance is the essence of a well functioning modern economy while banks are the institutions that facilitate in safeguarding the money and providing economic stability. Banks lend money to companies, municipalities, and individuals for the establishment of new business, its expansion, and staff recruitment. Banks cover the operating expenses of organizations that contribute to the government through the remittance of income taxes. Finance and banking are closely connected and are vital for individuals, households, small or large businesses, and governments for orderly processes.

The function of banking and finance cannot be stressed enough as it influences the very quality of our lives and all facets of the global economy. Emphasize the significance of a great financial system by our 25 Best Banking and Finance PowerPoint Templates. Download these customizable banking and finance complete decks designed by SlideTeam professionals for all your financial needs.

25 Best Banking and Finance PowerPoint Template To Download

Give an overview of the banking industry and organizational hierarchy by employing our banking PowerPoint complete deck. Best suited for conferences and seminars, our pre-designed PowerPoint presentation covers all the significant topics such as financial projections, industry overview, and statistics. You can elaborate on the major trends of the market with the help of this striking banking PowerPoint template. Download this customizable banking PowerPoint layout to showcase the balance sheet in an easy to comprehend manner. 

E-banking is extremely useful in today’s times of digitalization. The ease of online banking can be illustrated by introducing this comprehensively researched banking PowerPoint complete deck. State the financial summary in a tabulated manner by incorporating our stunning PowerPoint presentation. Highlight the projected revenue and analyze with the competitors by employing this high-quality e-banking PowerPoint template. You can also showcase the market segmentation by introducing this editable PowerPoint theme.

Explain the major trends of the banking industry engagingly by incorporating this PowerPoint complete deck. You can also discuss the key driving factors of the industry by presenting this professionally designed banking PowerPoint presentation. Highlight the key services offered to customers such as pension schemes, foreign exchange services, etc. by employing this eye-catching banking PowerPoint theme. 

Present the budget forecasting and overhead cost analysis by downloading our aesthetically appealing finance PowerPoint presentation. You can showcase the comparative study of different budgets and come up with a final report by introducing this pre-designed finance PowerPoint template. Discuss the various factors involved in budget forecasting by incorporating our attractive finance PowerPoint theme.  

Highlight the various career options in the finance industry convincingly by downloading this content-ready finance PowerPoint complete deck. Teachers can incorporate our editable finance PowerPoint presentation to explain students about the career path in the finance industry. Showcase the role of finance background in everyday life by introducing this educational finance PowerPoint template. State the skills required for being in the finance industry by utilizing this PowerPoint theme.

Elaborate on the types of financial instruments and their advantages by introducing this attention-grabbing finance PowerPoint complete deck. State the types of debentures for the customers to consider before investing by downloading our finance PowerPoint presentation. You can also discuss the bonds and fixed income securities with your potential customers by incorporating our fully customizable finance PowerPoint theme.

Showcase the banking structure using a pyramid by employing our banking PowerPoint complete deck. Give a detailed overview of the banking industry with the help of this engaging banking PowerPoint presentation. Highlight the key statistics of the banking industry and the major trends by incorporating our content-ready PowerPoint template.

Illustrate the revenue forecast model and monthly revenue projection by incorporating this finance PowerPoint complete deck. Show a comparative analysis of different products using bar graphs for straightforward interpretation by incorporating this editable banking PowerPoint template.

Highlight the federal bank regulations such as consumer protection, withdrawal limits, debt collection, and lending limits by incorporating this editable bank PowerPoint complete deck. You can explain the services offered to your clients by downloading our comprehensively researched bank PowerPoint presentation. You can discuss the loan categories like tenant loan, car loan, secured loan, etc. by employing this commercial bank PowerPoint layout.

Template 10

Elucidate the online payment methodologies and the different platforms by employing this amazingly designed banking PowerPoint complete deck. You can illustrate the e-payment processing cycle in a detailed manner by downloading an online banking PowerPoint presentation. Promote e-banking among masses by introducing this amazingly designed online banking PowerPoint theme. 

Template 11

Showcase the trends and technologies used for advancement in banking by introducing this editable banking PowerPoint template. List all the features and benefits of incorporating our attention-grabbing online banking PowerPoint background. You can download this PPT layout for presenting views on online banking at seminars and conferences. 

Template 12

Download our content ready banking PowerPoint template to highlight its operational excellence. You can explain to your clients about different services such as payments and funds & cash receivables by incorporating our editable banking PowerPoint theme. Perfect for seminars and conferences, you can elucidate the supply chain management for smooth functioning and elaborate on trade finance and liquidity. 

Template 13

You can promote the banking services offered by incorporating our professionally designed banking PowerPoint theme. The advantages of having a bank mobile application for easy access by customers can be emphasized by downloading our fully customizable mobile banking PowerPoint template.

Template 14

Highlight your company finance overview by introducing this amazingly designed finance PowerPoint complete deck. You can explain the financial management goals of the enterprise by downloading our comprehensively researched finance PowerPoint presentation. Discuss the objectives like basic, operational, social, and research objectives by employing this editable PowerPoint theme. You can also elucidate the financial management cycle and the various regulatory bodies such as insurance, banks, etc. by utilizing this pre-designed finance PowerPoint layout. 

Template 15

Download our engaging financial planning PowerPoint complete deck to elaborate the step-wise process of financial management to your colleagues. You can discuss the objectives of financial planning like retirement funding, general investment fund, reduction of the tax burden, emergency fund, education funding, and risk management by our content-ready PowerPoint presentation. The infographics used in this PPT theme instantly grabs the attention of the viewers. 

Template 16

Present the detailed analysis of the company’s historical assets by employing this content ready finance PowerPoint complete deck. Highlight the portfolio variance in the tabulated form for easy data interpretation by downloading this finance PowerPoint presentation. This pre-designed PowerPoint theme,  comprising 28 slides, can be used to showcase the investment strategies in graphical form so that the client gets a clear understanding of the action plan to be adopted for achieving targets.

Template 17

Elucidate the financial planning process and the implementation methods by introducing our aesthetically appealing financial PowerPoint complete deck. Utilize this attractive finance PowerPoint presentation to highlight the personal goals, plans, and objectives by incorporating this content ready PPT layout.  

Template 18

Accurate depiction and interpretation of key data make the PowerPoint presentation engaging and so this banking PowerPoint complete deck is best suited for seminars and conferences. Using the pre-designed data interpretation methods like bar graphs, pie charts, funnels, etc. you can showcase all the data and findings by utilizing this editable banking PowerPoint theme.

Template 19

The banking structure tells the hierarchy of the institution and the chain of command which, can be explained adequately by incorporating this professionally designed banking PowerPoint template. Students in the field of banking can employ this engaging PowerPoint layout for their seminars, conferences, and projects. 

Template 20

Illustrate the KPIs in tabular format for easy understanding of the audience by employing this comprehensively researched finance PowerPoint complete deck. Comprising 65 pre-designed slides cover all the related topics to financial ratio analysis and are perfect for explaining the concepts to professionals of the banking and finance field. You can elaborate on the cash flow statements by introducing this attention-grabbing banking PowerPoint presentation.

Template 21

Showcase the company profiling in a detailed manner by incorporating this bank loan proposal PowerPoint complete deck. Elucidate the fund allocations, and the purpose of loan by utilizing this content ready banking PowerPoint presentation. You can describe the management for the bank proposal template by introducing this aesthetically appealing banking PowerPoint theme. Illustrate the facilities for bank loans by employing our content ready bank loan proposal PowerPoint layout.

Template 22

Showcase the types of financial instruments available by introducing this finance Powerpoint complete deck. Illustrate the right issues of different companies for comparative analysis by incorporating this comprehensively researched finance Powerpoint presentation. You can discuss the types of debentures, bonds, and income securities with the help of our pre-designed finance Powerpoint theme.

Template 23

Explain the banking industry network and its components by utilizing our ready-made banking PowerPoint template. You can discuss risk management within the banking industry by utilizing our editable banking PowerPoint theme. The document management, net banking, ATMs, and internet facilities can be elaborated by incorporating this eye-catching banking PowerPoint layout.

Template 24

Discuss retail banking and the step-wise procedure by downloading our fully customizable banking PowerPoint template. Financial experts can include this engaging banking PowerPoint theme for seminars and conferences. The different strategies that can be adopted for smoother functioning of the bank system can be discussed by employing our ready-made banking PowerPoint layout. 

Template 25

Illustrate the significance and operations of investment banking by introducing this aesthetically appealing banking PowerPoint template. You can effectively explain the revenue generation process of the bank sequentially by employing this content ready banking PowerPoint layout. By utilizing this editable banking PowerPoint theme, you can express your ideas for improvement influentially. 

Download our 25 Best Banking and Finance PowerPoint Templates and highlight the importance of a solid financial system.

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Programs 2024 TechSprint: Generative AI in Housing Finance

Register to Livestream FHFA’s Generative Artificial Intelligence (AI) in Housing Finance TechSprint

Register here  to livestream Opening Day and Demo Day of FHFA’s Generative AI in Housing Finance TechSprint.

• Opening Day, beginning at 10:30 am EST on Monday, July 22, will feature remarks from FHFA leadership and keynote speakers.
• Demo Day, beginning at 9:00 am EST on Thursday, July 25, will feature remarks from FHFA leadership and keynote speakers and presentation​s from the TechSprint teams.

About th​e FHFA Generative AI in Housing Finance TechSprint

The FHFA Generative AI in Housing Finance TechSprint will be an in-person, team-based problem-solving event hosted by the Federal Housing Finance Agency’s (FHFA) Office of Financial Technology (OFT). The TechSprint will bring together technology, regulatory, housing, and consumer finance experts to identify use cases and associated control measures to support the responsible use of generative AI in housing finance.​

Partici​pants are organized into TechSprint teams and work over a three-day period to solve for problem statements centered around the question:

“How might the responsible use of generative AI promote a transparent, fair, equitable, and inclusive housing finance system, while fostering sustainable homeownership and rental opportunities?”

The TechSprint culminates in a Demo Day where each team will present its ideas to an independent panel of judges drawn from subject matter experts in government, industry, nonprofits, and academia.

The Generative AI in Housing Finance TechSprint will be held at FHFA’s Constitution Center headquarters in Washington, DC, and will run from July 22 to July 25, 2024. The application period to participate in-person at the TechSprint was open from March 20 through May 24, 2024.

FHFA Generative AI in Housing Finance TechSprint: Problem Statements

Umbrella Stateme​​nt​

Generative artificial intelligence (AI) has captured the imagination and interest of a diverse set of stakeholders, including industry, government, and consumers. For the housing finance system, the transformative potential of generative AI extends beyond technological advancement. Generative AI presents an opportunity to promote a housing finance system that is transparent, fair, equitable, and inclusive and fosters sustainable homeownership. Realizing this potential, however, is contingent on a commitment to responsible innovation and ensuring that the development and use of generative AI is supported by ethical considerations and safety and soundness.

FHFA’s Generative AI in Housing Finance TechSprint challenges participants to address the question,  “How might the responsible use of generative AI promote a transparent, fair, equitable, and inclusive housing finance system while fostering sustainable homeownership and rental opportunities?”​

TechSprint participants will demonstrate:

• A key  use case  for generative AI in one of the four areas of focus provided below; and
• Recommended  control measures , incorporating​ careful consideration of the associated risks.

Focused Statements ​

The four areas of focus are as follows:

• Consumer Experience:  How might generative AI be used to further educate and empower prospective homebuyers in evaluating, comparing, and obtaining a mortgage loan and in sustaining their homeownership over time?
• Assessing Creditworthiness:  How might generative AI be used to improve the evaluation of homebuyer credit, as well as the fairness of the credit decisions related to mortgage loans, particularly for homebuyers from underserved communities?
• Operations:  How might generative AI be used to enhance the efficiency and effectiveness of operational processes within the housing finance system, from origination to servicing and secondary market activities?
• Risk Management and Compliance:  How might generative AI be used to enhance the effectiveness of risk management and compliance processes within the housing finance system?

Have additional questions about the 2024 TechSprint?  Please contact OFT at  [email protected] . To learn more about OFT, please visit  the OFT home page . And to learn more about FHFA’s inaugural TechSprint held in 2023, please visit the  Velocity TechSprint webpage .​​

Page Last Updated: May 28​​, 2024​​​​​

Free AI Presentation Maker for Generating Projects in Minutes

• Generate ready-to-use presentations from a text prompt.
• Select a style and Visme’s AI Presentation Maker will generate text, images, and icon.
• Customize your presentation with a library of royalty-free photos, videos, & graphics.

Generate a presentation with AI

Brought to you by Visme

A leading visual communication platform empowering 27,500,000 users and top brands.

Presentations Engineered With Visme’s AI Presentation Maker

Ai presentation maker prompt 1.

Craft a presentation outlining a leading company’s cutting-edge innovations in AI-powered hardware, emphasizing their impact on enhancing workplace productivity and efficiency.

AI Presentation Maker Prompt 2

Generate a comprehensive presentation highlighting the latest digital marketing trends, focusing on strategies for enhancing brand visibility and customer engagement across diverse platforms.

AI Presentation Maker Prompt 3

Create a detailed presentation elucidating a company’s diversified investment portfolio, emphasizing its robust performance, risk mitigation strategies, and the potential for sustainable long-term growth.

AI Presentation Maker Prompt 4

Develop a compelling presentation showcasing a company’s groundbreaking medical devices and software solutions, emphasizing their role in revolutionizing patient care, treatment efficacy, and healthcare accessibility worldwide.

How it works

How to generate AI presentations with Visme

Save time and create beautiful designs quickly with Visme AI. Available inside the Visme template library, this AI Powerpoint generator is ready to receive your prompts and generate stunning ready-to-use presentations in minutes.

• Log in to the Visme dashboard, and open the template library by clicking on Create New button -> Project -> Presentations. Inside the template library, scroll down and click on the Generate with AI option.
• In the popup that opens, type in a prompt and describe in detail what aspects your presentation should feature. If you don’t provide enough information, chatbot will ask you follow-up questions.
• Visme Chatbot will suggest template styles; choose the most relevant for your presentation, and wait for the AI to create the design. Preview, regenerate or open your project in the Visme editor.
• Customize your project in Visme: Pick a color theme or create your own, edit text, and use assets from Visme’s royalty-free library of photos, videos, and graphics, or create your own with AI tools.

Features of the AI Presentations Maker

Ready-to-use presentations in minutes.

Starting is often the hardest part of a project. Visme’s free AI presentation maker helps you overcome this block and generates results within minutes. Create AI PowerPoint online presentations quickly with a good first draft that is ready to use with minimal or no customization.

Customize every part of your presentation

Visme editor is easy to use and offers you an array of customization options. Change the color theme of your AI-generated presentation, text, fonts, add images, videos and graphics from Visme royalty-free library of assets or generate new ones with AI image generator, AI image touchup tools, or add your own. For more advanced customization, add data visualizations, connect them to live data, or create your own visuals.

Add your branding

Stay on-brand even with AI-generated presentations. Quickly and easily set up your brand kit using AI-powered Visme Brand Wizard or set it up manually. Use your brand colors and fonts in AI-generated presentations. Add your logo and upload your brand assets to make a presentation match your company’s branding.

Download, share or schedule your presentation

Share your presentations generated with Visme AI Designer in many ways. Download them in various formats, including PPTX, PDF and HTML5, present online, share on social media or schedule them to be published as posts on your social media channels. Additionally, you can share your presentations as private projects with a password entry.

More than just an AI Presentation Maker

Beautify your content

Unique Elements & Graphics

Browse through our library of customizable, one-of-a-kind graphics, widgets and design assets like icons, shapes, illustrations and more to accompany your AI-generated presentations.

Visualize your data

Charts & Graphs

Choose from different chart types and create pie charts, bar charts, donut charts, pyramid charts, Mekko charts, radar charts and much more.

Make it engaging

Interactivity

Share AI-generated presentations online with animated and interactive elements to grab your audience’s attention and promote your business.

More AI tools in Visme

Ai image generator.

The Visme AI Image generator will automatically create any image or graphic. All you need to do is write a prompt and let AI magic do the rest.

Visme AI Writer helps you write, proofread, summarize and tone switch any type of text. If you’re missing content for a project, let AI Writer help you generate it.

Save yourself hours of work with AI Resize. This feature resizes your project canvas and adjusts all content to fit the new size within seconds.

AI TouchUp Tools

The Visme AI TouchUp Tools are a set of four image editing features that will help you change the appearance of your images inside any Visme project. Erase and replace objects that you don’t want in your photos.

The Brand Wizard

The AI-based Visme Brand Wizard populates your brand fonts and styles across a beautiful set of templates.

Make the most of Visme’s features

Choose the perfect visual from our extensive photo and video library . Search and find the ideal image or video using keywords relevant to the project. Drag and drop in your project and adjust as needed.

Incorporate 3D illustrations and icons into all sorts of content types to create amazing content for your business communication strategies. You won’t see these 3D designs anywhere else as they’re made by Visme designers.

When you share your Visme projects, they’ll display with a flipbook effect . Viewers can go from page to page by flipping the page like a digital magazine. If you don’t want the flipbook effect, you can disable it and share as a standard project.

Remove the background from an image to create a cutout and layer it over something else, maybe an AI-generated background. Erase elements of the image and swap them for other objects with AI-powered Erase & Replace feature.

Create scroll-stopping video and animation posts for social media and email communication. Embed projects with video and animation into your website landing page or create digital documents with multimedia resources.

With Visme, you can make, create and design hundreds of content types . We have templates for digital documents, infographics, social media graphics, posters, banners, wireframes, whiteboards, flowcharts.

Design and brainstorm collaboratively with your team on the Visme whiteboard . Build mind maps and flowcharts easily during online planning and strategy sessions. Save whiteboards as meeting minutes and ongoing notes for projects.

Edit your images , photos, and AI image-generated graphics with our integrated editing tools. On top of the regular editing features like saturation and blur, we have 3 AI-based editing features. With these tools, you can unblur an image, expand it without losing quality and erase an object from it.

Frequently Asked Questions (FAQs)

How can i get better results with the ai presentations maker.

Like any AI generator from a text tool, the prompt is everything. To get better results with the AI Presentation maker, you need better prompts. Write the prompt to be as detailed as possible. Include all the content topics you want the presentation to cover. As for style elements, there’s no need to include it in the prompt. Focus on choosing the style that you like from the Chatbot suggestions. Try to select the style that already features the color palette and shapes that you like. AI will change icons and photos based on text it generates.

How many AI Presentations can I generate?

Visme AI Presentation Maker is available in all plans and works on a per-credit basis. Every free account gets 10 credits, Starter accounts get 200, Pro gets 500 and Enterprise is unlimited. Every design generation costs 2 credits and usage of other AI tools costs 1 credit.

Is the Visme AI Designer a third-party API?

No, Visme AI Presentation maker was developed in-house and is a unique tool. However, it does use third-party APIs: ChatGPT and Unsplash.

Are the AI-generated presentations I make copyright-free?

All designs you create with AI Presentation are copyright and royalty-free. You can use them both for personal and commercial use without any problems.

What can Visme AI Designer do?

Visme’s AI design generator can:

• Generate full designs for various content types, including presentations, documents, printables, and social media graphics. Click here to view the full list of document, printable, and social media graphics subcategories.
• Follow your instructions for the text you want in your projects, although not word for word.
• Adapt photos and icons to complement the generated text.
• Create charts, graphs, and tables.
• Handle one project at a time.
• Include animations in projects only if the selected style features animation.
• Generate designs with a maximum length of 10 pages.

What can’t Visme AI Designer do?

Visme’s AI design generator can’t:

• Generate infographics, charts/graphs, whiteboards, web graphics, videos, or GIFs.
• Reproduce your text verbatim.
• Customize based on your specifications for color, shapes, graphics, and design style. Select a style that already resembles what you want in your project, and you can manually edit all design elements in the Visme editor.
• Create or modify diagrams, data widgets or infographics.
• Crawl external websites and gather information from them.
• Handle multiple projects at once.
• Generate designs more than 10 pages in length.

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Milwaukee parents push to recall 'corrupt' school board members: 'Long overdue'

by RAY LEWIS | Crisis in the Classroom

MILWAUKEE (CITC) — Milwaukee parents and community members on Wednesday launched an effort to recall some of the city’s school board members.

Milwaukee Public Schools Board President Marva Herndon and Vice President Jilly Gokalgandhi, along with members Erika Siemsen and Missy Zombor, are facing a campaign by residents upset with the officials’ financial reporting. The board submitted records “ incredibly ” late and unfinished while also making procedural errors, according to Wisconsin Deputy State Superintendent John Johnson.

“We feel like they were the ones who over the years played a huge role in deception and not being transparent with the community,” community member Tamika Johnson, who is leading the recall effort, said. “They intentionally did things that they should not have done to harm the community and other leaders in the community and our students.”

Tamika Johnson’s campaign comes a week after Deputy State Superintendent Johnson told Milwaukee Public Schools Superintendent Keith Posley the state was withholding nearly $17M in special education funds due to missing financial data. The deputy state superintendent warned the district last month he would withhold aid if it didn't submit the data.

This fight is not just about the mismanagement of funds or the withholding of special education aid. This fight is a big fight. This is a big fight that is long overdue,” Tamika Johnson argued. “It is about the countless families who fall victim to a corrupt system centered on greed and capitalism, not on the children and families it’s supposed to serve.”

She argued the district’s revenue limit increase to $252 million, along with proposed staff cuts, provided evidence of its irresponsibility.

We trusted that our hard-earned taxpaying dollars would be used responsibly to improve the outcomes of student achievement and increase the opportunities for our children to engage in more arts, physical education and, more importantly, reading and mathematics,” Tamika Johnson said.

“But to learn weeks after the referendum passed that Milwaukee Public Schools’s affairs were not in order, cuts were made and the district knew the conditions of our district were miserably poor ... Financial reports were missing,” she continued. “All of this essential information being hidden from the public was the ultimate betrayal and manipulation.”

READ MORE | Rapper 'Rhymefest' running for Chicago school board to 'reimagine' education in city

State Rep. Scott Allen, R-Waukesha, said the district’s issues have affected more than just Milwaukee.

It has become a State of Wisconsin problem to fix Milwaukee schools,” he claimed. “This is no longer a ‘local issue.’ We must engage in a unified, bipartisan effort to finally reform MPS.”

The school board declined to comment on the recall effort.

Follow Ray Lewis on X for trending national news @rayjlewis or send a tip to [email protected] .

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Book a presentation, regulated industries.

FCNB is responsible for the regulation and enforcement of securities, insurance, pensions, credit unions, trust and loan companies, co-operatives, mortgage brokers, pay day lenders, real estate and a wider range of other consumer legislation. We regulate 40,000 industry participants who make their living working with New Brunswickers’ money. These industry participants handle more than $34 billion of New Brunswick consumers’ money.

Questions about your industry’s regulations and legislation? Proposed rule changes? Looking for bulletins and notices? If you operate a business in, or work in, one of these regulated industries, here’s where you’ll find answers.

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Empowering professionals to stand up for older and vulnerable clients

To mark World Elder Abuse Awareness Day (WEAAD), the Financial and Consumer Services Commission (the Commission) is encouraging all New Brunswickers, especially those working in the financial services industry or dealing directly with consumers, to learn more about the financial exploitation of older and vulnerable adults, how to prevent it and what to do if they see it happening.

“Industry professionals are in a unique position,” says Marissa Sollows, the Commission’s Director of Communication and Public Affairs. “Because of the interactions they have with their clients and the knowledge they acquire through the client relationship, they may pick up on signs of financial exploitation, vulnerability or diminished mental capacity, before anyone else.”

WEAAD is a global event marked each year on June 15 to shine a light on the sad reality of elder abuse and the many ways it affects seniors.

Last year, the Commission launched a free on-demand e-learning course to help educate New Brunswickers so they can protect against financial exploitation and financial abuse.

The course is intended for those working in the financial sector or dealing directly with consumers, caregivers, older adult support workers, older adults and their family and friends. It is designed to arm these groups with the tools and resources they need to feel empowered to recognize and protect against financial exploitation. 

The course is free of charge and can be shared as an organizational-wide learning initiative. Key topics covered are:

• factors that increase vulnerability
• scams and schemes targeting older New Brunswickers
• red flags of financial exploitation and cognitive decline

Financial abuse is the most common form of abuse of older adults in Canada, according to the federal government. It is most often perpetrated by someone the victim knows and trusts, like a friend or family member and it has serious impacts on victims beyond just financial harm. 

“We all have a role to play in stopping financial exploitation,” says Sollows. “Learning to be vigilant and aware of financial abuse and frauds is vital to protecting older and vulnerable adults. By working together, we are building a financially strong and safe New Brunswick.”

In addition to promoting the e-learning course to mark WEAAD, the Commission will share resources on social media throughout June to help New Brunswickers recognize the signs of financial exploitation and to encourage all New Brunswickers to have important financial discussions with the older adults in their lives. Visit Finances50Plus.FCNB.ca for more educational resources.  

Audio files of Marissa Sollows, the Commission’s Director of Communications and Public Affairs

Quote 2  

The Financial and Consumer Services Commission of New Brunswick has the mandate to provide regulatory services that protect the public interest while enhancing public confidence, and to promote understanding of the regulated sectors through educational programs. It is responsible for the administration and enforcement of financial and consumers services legislation for mortgage brokers, payday lenders, real estate, securities, insurance, pensions, credit unions, trust and loan companies, cooperatives, the unclaimed property program, and a wide range of other consumer legislation. It is a Crown corporation funded by the regulatory fees and assessments paid by the regulated sectors. Online educational tools and resources are available at www.fcnb.ca .