presentation on finance related topics

Research Topics & Ideas: Finance

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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.

Overview: Finance Research Topics

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

Research Topic Mega List

Corporate Finance

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

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

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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

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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

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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

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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. 

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hamza mashaqby

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

Zeleke Getinet Alemayehu

Please guide me on selecting research titles

Tweety

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

AGBORTABOT BRANDON EBOT

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

Md. Ahsan Habib

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

Fatma Ali

I’m studying Master in Islamic Banking and Finance.

Can you suggest a good research topic. Please

I’m doing Masters in Islamic Banking and Finance. Would you kindly suggest a good research topic. Please

Esther Banuseiwe

Hi Amen doing MBA in accounting and finance. Could you please subject a good research topic for me. Thanks

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9 Financial Topics You Need An Understanding Of

Financial topics

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

SlideUpLift

10 Best Financial Presentation Examples For PowerPoint

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

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

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

What Is A Financial Presentation?

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

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

Importance Of Finance Presentations

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

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

How Do You Write A Financial Presentation?

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

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

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

10 Best Financial Presentation Examples

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

  • Financial Results PowerPoint Template
  • Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

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

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

1. Financial Results PowerPoint Template

Financial Results PowerPoint Templat

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

2. Balanced Scorecard KPI PowerPoint Template

Balanced Scorecard KPI PowerPoint Template

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

3. Financial Summary PowerPoint Template

Financial Summary PowerPoint Template

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

4. Financial Ratios PowerPoint Template

Financial Ratios PowerPoint Template

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

5. Balanced Scorecard Strategy Map PowerPoint Template

Balanced Scorecard Strategy Map PowerPoint Template

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

6. Pricing Table Infographics PowerPoint Template

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

7. Cash Position Waterfall Graph PowerPoint Template

Cash Position Waterfall Graph 1 PowerPoint Template

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

8. Financial Cycle Management PowerPoint Template

Financial Cycle Management PowerPoint Template

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

9. Asset Financial Analysis PowerPoint Template

Asset Financial Analysis 1 PowerPoint Template

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

10. Financial Charts And Graphs Isometric PowerPoint Template

Financial Charts and Graphs Isometric PowerPoint Template

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

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

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

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

Why You Should Get Financial Presentations Professionally Made

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

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

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

How do I structure my financial statements in PowerPoint?

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

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

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

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

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

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

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

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15+ Best Finance Presentation Templates

Present financial data clearly with our finance presentation templates. These tools help you visualize financial data in an understandable way, enhancing the effectiveness of your financial presentations.

View Information about Financie Finance PowerPoint Presentation Template

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 pr...

View Information about Financial Pitch PowerPoint Presentation Template

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...

View Information about FINCASH Finance & Consulting PowerPoint 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 lay...

View Information about Investor Financial Consulting PowerPoint Template

Investor Financial Consulting PowerPoint Template

Giving advice and consultations on finance-related topics is one of the most difficult things to do. This PowerPoint template will help make the proce...

View Information about Finanza Finance PowerPoint Template

Finanza Finance PowerPoint Template

This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses...

View Information about Financial Report PowerPoint Presentation Template

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 mo...

View Information about Alaza Financial PowerPoint Templates

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...

View Information about Apollo Modern Finance PowerPoint Template

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 slide...

View Information about Financy Financial PowerPoint Template

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 flexi...

View Information about Financial Planning & Investment PowerPoint 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...

View Information about Finzo Finance PowerPoint Presentation

Finzo Finance PowerPoint Presentation

Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related business...

View Information about Profit & Loss Finance PowerPoint Infographics Slides

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 ch...

View Information about Finance Infographics PowerPoint Template

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. I...

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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 lay...

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Investment & Financial Consulting PowerPoint Template

The clean and minimal design of this finance consulting presentation makes it a great choice for making slideshows that attracts more attention to you...

View Information about Dashi Financial Dashboard PowerPoint Template

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 PowerPoi...

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Fund Investing Finance PowerPoint Template

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Finance Pitch Deck PowerPoint Template

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Annual Report – Business & Finance PowerPoint Template

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FAQs About Finance Presentation Templates

What are finance presentation templates.

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

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

Which software commonly allows the use of Finance Presentation Templates?

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

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

Who can benefit from using Finance Presentation Templates?

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

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

What types of finance topics can these templates cover?

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

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

Are Finance Presentation Templates customizable?

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

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

How to make a financial presentation interesting in 7 steps

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

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

1. Communicate the story behind the data

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

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

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

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

2. Follow the 10-20-30 rule

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

But, there is hope.

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

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

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3. Hide your notes and bullet points

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

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

In the words of Mary Angelou : 

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

4. Make it picture perfect

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

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

Cat meme-min

5. Channel the pros

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

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

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

6. Arrange for discussion

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

7. Open and close

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

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

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

Make a financial presentation interesting

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

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

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

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Blog – Creative Presentations Ideas

September special: Business Transformation PPT Templates

10 PowerPoint Slides You Need for Your Next Financial Report or review

10 Slide Ideas for Financial Report Presentation

Peter

  • August 17, 2021
  • Financial , PowerPoint templates for download

Working on a company financial report, and want to make it different this time? Financial reviews are typically difficult to digest by non-financial audiences. It can be challenging to communicate the meaning behind the figures. If you want to disclose your quarterly or annual numbers in a simple and understandable way to your key stakeholders, check our blog for examples and inspiration.

A financial report is a management tool used to communicate key financial information to both internal and external stakeholders by covering aspects of financial affairs with the help of KPIs, such as income statements, balance sheets, cash flow, or financial ratios analysis. See how to prepare structured and professional financial slides smoothly using PowerPoint tools.

All graphics examples presented below can be downloaded as an editable source. Explore the Financial Report and Performance Indicators Presentation for PowerPoint.

Get inspired by seven examples of how you can illustrate the components of your financial report presentation and a quick instruction on how you can create a P&L Statement table using simple design tricks.

Visualize your key financial indicators

Financial Summary Overview with Key Indicators- Global Net Revenue, Like for Like Growth, Cash Conversion Cycle, Profit Before Tax

Such a general slide with a financial report presentation summary will help to analyze the big picture and ensure you’re on the same page with the audience.

You can list the common key indicators such as Global Net Revenue, Like for Like Growth, Cash Conversion Cycle, and Profit Before Tax. A neutral background picture makes the slide more attractive and circles with highlights on the right help to stay focused on important numbers.

Show revenue and profit snapshots on one dashboard slide

Revenue and Profit Snapshot Dashboard Net sales and Profitability Evolution in 5 years

This slide shows how you can summarize net sales and profitability evolution using gauges and a simple bar chart. The dashboard illustrates typical profitability measures: Net Sales, Operating Expenses, EBIDTA, and PBT as easy-to-read gauge charts. The profit growth over the years is shown as a clear bar chart.

Illustrate revenue highlights with clear charts

Revenue Highlights over Time Sales Distribution Breakdown Chart by Months and Categories

If you’d like to include additional data, for example, revenue highlights over time or regions, you can do it as on the slides above. The first one presents a sales distribution breakdown by months and categories. The second slide example presents sales split by worldwide market geographies on a world map as a light background underlining the location of the markets.

Small elements, like pin icons, doughnut charts, and color-coding will help you add a professional look to your presentation.

Pro tip: To help non-financial people digest the data, keep your slides short, don’t stuff them with jargon words . Use illustrations, and make the most essential data points clearly visible.

Include balance sheet and cash flow tables

Balance Sheet Table with Current, Fixed, Intangible, Total Assets, Current, Long-Term Liabilities, Shareholders’ Equity

The very common problem is the unreadability of massive tables. The balance sheet and cash flow statement will be definitely complex, as you need to squeeze many numbers inside.

Notice how color-coding is used for various table sections, and illustrative symbols, which don’t steal attention from the content, but rather nicely add up. A text box aside can be used for your comments or notes.

Compare key drivers of revenue growth

Annual Revenue Key Growth Drivers E-commerce, Emerging Markets, Organic Growth, New Product Lines Categories Stacked Chart

To illustrate the comparison of several growth drivers, you can apply such stacked bars.

Notice how specific drivers (E-commerce, Emerging Markets, Organic Growth, New Product Lines) are illustrated by corresponding icon symbols, all in one consistent style.

Visualize revenue analysis for each quarter in your financial report

Revenue Analysis over YearData Chart with Split by Quarters and Channels in financial report

To present an analysis of sales revenue over the year, you can use such a bar chart. It’s slightly enhanced by adding quarter signs over the data chart.

This data chart illustrates revenue analysis split by quarters and channels. If you have some comments or notes you’d like to discuss, we advise putting the most essential point in bold.

Present your financial metrics and indicators as a dashboard grid

Financial Metrics and Indicators Explained Definitions Template Growth, Profitability, Liquidity, Efficiency, Solvency and Capital Market Ratios

Want to go deeper and include the analysis of some ratios? A good idea is to firstly remind your audience what are those indicators and what exactly they show.

If you have more items to show on one slide, it’s good to organize them into some regular grid. Make sure all elements are aligned to make it look professional.

If you have more items to show on one slide, it’s good to organize them to some regular grid.

Capital Market Ratios Dividend – Price Ratio, P:E Ratio Financial Metrics KPI Chart

You can include general definitions and development of key financial analysis ratios e.g. growth, profitability, liquidity, efficiency, solvency, and capital market ratios. On the slide example, you can see the capital market ratios KPI line chart which shows the Dividend Yield and P/E Ratio change over the years.

Guide on how to redesign P&L Statement to a stylish table

Here’s a step-by-step guide on how you can create a P&L Statement table using simple shapes, icons, and a few tricks that will save you time.

1. Use simple PowerPoint shapes to create a stylish table design.

guide on P&L Statement table redesign step first

2. Adjust your source P&L table to be readable.

The trick is to have enough margin inside the table cell.

guide on P&L Statement table redesign step second

3. Enhance the table header

Add ribbon shapes as an additional header row to make the table look nicer.

guide on P&L Statement table redesign step third

4. Redesign the first column

You can add stylish arrows in a place of 1st table column.

guide on P&L Statement table redesign step fourth

5. Enrich your table with icons and a background picture.

guide on P&L Statement table redesign step final

See the whole instruction and other visual examples here: How to Create an Effective Company Financial Report Using PowerPoint.

Need to prepare a broader annual report and focus on business highlights? See how to create a comprehensive overview of activities using graphs, icons, infographic elements, and data-driven charts in this blog .

Resources: Financial Report and Performance Indicators Presentation

The graphics in this blog are a part of our financial report layouts collection. Our financial review deck incorporates 30 infographic slide templates for a financial summary overview, balance sheets with assets and liabilities, financial analysis presentation, income statements, profit and loss reports, revenue and profit snapshots, cash flow statements, explain types of financial ratios, key growth drivers, or breakdown of your operational expenses.

You can reuse graphs and charts, and tailor them to your needs in order to make your slides clear and easy to understand. See the full deck here:

Using concise, modern images will make your PowerPoint structured and consistent. To make your presentations even more appealing, consider also using this collection of professionally designed diagram layouts .

More Resources to Get Inspired

If you’re looking for more design inspiration, check our movie guide on how to present financial reports, financial analyses, and financial highlights professionally (you’ll find many more practical tips on our YouTube channel):

Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

Peter

infoDiagram Co-founder, Visual Communication Expert

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Home PowerPoint Templates Finance

Finance Templates for PowerPoint & Presentation Slides

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

These financial PPT templates come with creative slide designs that can be customized to suit your individual requirements and act as a perfect match for your presentation topic and financial data.

Featured Templates

Open Finance PowerPoint Template

Open Finance PowerPoint Template

Financial Cash Flow KPI PowerPoint Template

Financial Cash Flow KPI PowerPoint Template

Financial Snapshot PowerPoint Template

Financial Snapshot PowerPoint Template

FinTech Industry PowerPoint Templates

FinTech Industry PowerPoint Templates

Latest templates.

Purchasing Process Flowchart Slide Template for Presentation

Purchasing Process Flowchart Slide Template for PowerPoint

White Background Slide for ESBI Model PPT Template

ESBI Model PowerPoint Template

PPT Cover Slide - Digital Banking Template

Digital Banking PowerPoint Template

Microfinance Presentation Template

Microfinance PowerPoint Template

Editable Invoice Template for PPT

Invoice Template for PowerPoint

Cover of Robo-Advisor Financial Investment

Robo-Advisor PowerPoint Template

Blue Theme Invoice PowerPoint

Invoice PowerPoint Template

PowerPoint Shapes of Blue Credit Card

Credit Card Template for PowerPoint

Hierarchy Chart of ROCE PPT

ROCE Analysis PowerPoint Diagram

Leaving Money on Table PPT

Leaving Money on the Table Metaphor Template for PowerPoint

Template of Risk Governace

Governance Risk Diagram PowerPoint Templates

Template of Wall Arrow 3D

Animated 3D Crossing Wall Concept PowerPoint Template

Our 100% editable finance presentation templates & PowerPoint slides for financial presentations offer all that you need for making attractive presentations, ranging from editable charts, dashboards, diagrams and tables to finance themed clipart and images.

In this section, you can find financial dashboard templates, KPI slide designs , complete presentation decks for FinTech industry, like the FinTech PowerPoint template , and more.

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Finances Presentation templates

Download free finances powerpoint templates and google slides themes for presentations with compelling slide designs that will help you win over potential investors..

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Economics Thesis presentation template

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Economics thesis.

If numbers, exchange rates, money and trading are your forte, odds are you’re already working on an economics thesis for your master’s degree. Defending your dissertation is the last step and the most difficult one, but Slidesgo can help you. Here’s our new free presentation template with a focus on...

Falling Money Background Animation

Money calls money, so, let's try it with this exclusive PowerPoint template, where we have added backgrounds with falling money animations. The green background is reminiscent of the color of banknotes, and the illustrations add the final touch to this multipurpose presentation that you can adapt to talk about different...

US National Dollar Day Minitheme presentation template

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Writing tone, number of slides, us national dollar day minitheme.

The dollar is the name of the official currency of various countries, dependencies and regions. The US dollar is the most widely circulated money in the world. August 8 marks its national day in the United States, and we wanted to be part of this important celebration with this complete...

Current French Economy Thesis presentation template

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Current French Economy Thesis

You've been working on your thesis on the French economy for some time and now you start thinking about how you could present it in a way that will capture your audience's attention and surprise them. Voilà! Here's the solution. This template with an elegant purple background and illustrations from...

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Financial Blueprint Business Meeting on World Financial Planning Day

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Financial Research Paper Topics: Interesting Finance Questions to Uncover

Are you having trouble thinking of a good topic for your finance research paper? Believe it or not, you are not alone. It might be difficult to find the perfect financial research topic time and time again. After all, picking the right subject is crucial to your financial field. Whether you’re putting together a presentation, penning an essay, or doing research papers, your choice of subject is of critical significance.

To aid you in overcoming this obstacle, we have compiled a detailed list of organized finance topics for research papers. If you want to be sure you choose the right subject for your financial management efforts, we’ve provided a concise guide with crucial advice.

How to Choose Topics for a Finance Research Paper?

If you need assistance deciding on a subject for your finance research paper, here are some pointers. But before we get into those pointers, it’s important to keep in mind that custom writing services may be a great resource for choosing finance topics for your research paper. You may save yourself time and effort by relying on their staff of seasoned writers to help you choose a subject that is both interesting and applicable to your assignment. The following are three guidelines for deciding on a subject for a finance research paper:

  • Find Unanswered Questions : Try to pinpoint issues that haven’t received enough attention so far in financial research. You may add to the corpus of knowledge already available by identifying information gaps. Investigate financial management, traditional finance, corporate finance, personal finance and similar topics in order to develop a workable solution or to provide novel ideas.
  • Review Existing Literature : Gaining familiarity with the state of the art in finance research requires reading theses and academic articles. Doing so will aid you in pinpointing certain niches in which you may excel. Search the literature for broad perspectives or recurring themes that might help you zero in on a particular issue.
  • Stay Updated and Seek Input : Conduct internet research to keep up with the latest financial concerns. Investigate pressing concerns in the industry, such as the effects of the global financial crisis or new developments in the financial markets. You should also talk about your topic with others who have written research papers, such as your friends, classmates, or professors. Getting their thoughts might help you hone your subject and provide vital information.

Where to Get Data for Finance Papers?

It is crucial to get accurate and up-to-date information while conducting studies in the financial sector. One efficient method is to pay for papers or to hire a finance researcher and analysts to do the work for you, especially when it comes to personal finance.

  • ProQuest is a significant tool since it provides access to scholarly literature from every field of study in the form of periodicals, newspapers, industry reports, dissertations, and profiles of prominent businesses.
  • Scopus and Web of Science provide a plethora of resources, including journals, books, and conference proceedings, that provide comprehensive coverage across academic subjects.
  • Global Financial Data (GFD) is one such database that caters only to finance research, and its extensive research has a wealth of data on various asset classes, prices, indexes, and currency exchange rates.
  • Bloomberg, Thomson Reuters Datastream, and WRDS provide faculty and researchers with institutional access to a plethora of financial data and tools. This includes real-time market data, financial statements, economic indicators, and personal finance topics to write about.

List of Finance Research Topics

This exhaustive list covers everything you need, whether you’re an MBA student, a finance management professional, or a college student. Explore the exciting field of finance research, delving into areas like healthcare financing, the latest developments in the field, corporate finance, and the aftereffects of the global financial crisis. The finance research papers” in this volume will keep you interested and well-informed.

Finance Research Topics for MBA

Investment analysis, financial management, and personal finance are just a few of the many disciplines that fall under the umbrella of finance research subjects for MBA students. Such topics in finance are essential because they provide MBA students with a solid grounding in financial theory and practice. Here are a few suggestions for MBA students looking for research topics in finance:

  • Risk Management Strategies in Financial Institutions.
  • Behavioral Finance in Investment Decision-Making.
  • Financial Inclusion and Economic Development.
  • Comparative Analysis of IFRS Adoption and Financial Reporting Quality.
  • Impact of Financial Technology (Fintech) on Traditional Banking.

Finance Management Research Topics

Finance management topics include a broad spectrum of areas that dive into the complexities of managing financial resources in different contexts. Investment analysis, risk management, financial markets, and corporate finance all fall under finance management. Writing a finance research paper helps you understand financial decision-making, develop effective strategies, and advance the field. Before commencing your research paper, consider the following finance research paper ideas:

  • Corporate Risk Management Strategies On Firm Performance.
  • Benefit Investment Management Practices In Pension Funds.
  • Assessing Financial Risks And Mitigation Techniques In Developing Market Multinationals.
  • Electronic Banking And Financial Inclusion In Developed And Developing Nations.
  • An Empirical Study Of Investor Behavior And Global Finance Data.

Healthcare Finance Research Topics

Explore the application of financial theory to the healthcare sector while writing about finance research paper topics. This financial research is essential for expanding our knowledge of healthcare economics, investment strategies, cost control, and healthcare policy. Finance researchers may also investigate intricate monetary systems to enhance healthcare services and the health of patients. Some healthcare finance topics might include the following:

  • Impact Of Healthcare Policy On Financial Sustainability.
  • Cost-Effectiveness Analysis Of Healthcare Interventions.
  • Healthcare Reimbursement Models And Their Impact On Healthcare Providers.
  • Economic Evaluation Of Preventive Healthcare Programs.
  • Healthcare Financing And Access To Care For Underserved Populations.

Interesting Finance Dissertation Topics

For the purposes of writing finance research papers and finishing a dissertation, investigating interesting finance topics is essential. You can gain a more thorough comprehension of economic principles and their real-world applications. In order to have a high-quality research paper done quickly and with no effort, it’s a good idea to look into help with dissertation writing services. For your next research paper, you can consider the following interesting financial topics:

  • The banking sector and digital transformation: customer experience and operational effectiveness.
  • Corporate risk management strategies in the banking industry: Traditional vs. developing risk management procedures.
  • A case study of emerging nations and how well-functioning financial systems foster economic progress.
  • Financial aid programs in promoting access to higher education
  • A post-pandemic examination of banking institutions’ resilience and regulatory measures’ systemic risk mitigation.

Current Research Topics in Finance

Examining current finance research paper topics is essential due to the dynamic nature of the financial industry. By digging into current financial topics to write about, you learn more about the market, investing methods, risk management, and more. This financial research supports decision-making, policy-making, and the development of new financial solutions. Here are a few lists of subjects to consider if you are looking for current financial topics to write about.

  • Financial Statement Analysis And Investment Decisions In Different Industries.
  • Exploring The Effectiveness Of Machine Learning Algorithms In Predicting Financial Asset Prices.
  • The Role Of Financial Derivatives In Managing Risk And Enhancing Returns In The Business Sector.
  • Corporate Governance Practices On Financial Performance And Asset Valuation.
  • Sustainable Finance Projects In Promoting Environmental, Social, And Governance (ESG) Goals.

Best Finance Research Topics

A finance research paper topic requires the identification of intriguing subjects for extensive research. The best financial research opens the door to explorations of many facets of finance, including investing tactics and the stock market. As you start to write research papers on finance topics, you’ll open up opportunities for self-discovery, theory-building, and prudent decision-making. You’ll also help them become better researchers and writers, leading to better articles.

  • Artificial Intelligence and Financial Decision-Making.
  • Financial Risk Management in the Age of Cryptocurrencies.
  • Behavioral Finance and Investment Decision-Making.
  • The Effectiveness of Financial Regulations in Preventing Market Manipulation.
  • The Role of Fintech in Financial Inclusion: Case Studies from the United States.

Interesting Finance Topics for College Students

Among the many subsets that make up the umbrella term finance topics for college students are financial research and finance topics for paper. Financial research topics are important because they help students learn the fundamentals of finance, get them ready for the issues they’ll face in the real world, and develop the analytical thinking they’ll need to make sound judgments in the future. Here are a few examples of finance topics to talk about among college students:

  • A Comparative Study of E-commerce on Traditional Retail Banking.
  • Comparing Interest Rate Changes with Stock Market Volatility in Developed and Emerging Markets.
  • The Effectiveness of Microfinance Institutions in Alleviating Poverty.
  • Financial Education Programs and College Students’ Financial Decision-Making.
  • Initial Public Offering (IPO) Underpricing: Comparative Study of Developed and Developing Markets.

Finance Research Paper Topics for University Students

Investing, banking, corporate finance, and other areas fall under the umbrella of finance-related topics for the purposes of a university research paper. Because it deepens their knowledge, sparks new ideas, and helps the financial sector expand, topics in finance are more important for college students to study. Students who buy custom assignments benefit from individualized attention, time savings, and the insight of subject matter experts. Check out our extensive finance research topic list to uncover interesting topics for your next paper.

  • Interest Rate Changes On Corporate Borrowing And Investment Decisions.
  • Financial Literacy And Investment Behavior Among University Students.
  • Impact Of International Trade And Globalization On Financial Markets.
  • Factors Influencing Mergers And Acquisitions In The Financial Industry.
  • Financial Derivatives In Managing Risk In The Stock Market.

Public Finance Research Topics

Research Topics in Public Finance include a broad spectrum of questions concerning fiscal and monetary policy at the national, state, and local levels of government. Understanding the effects of government spending and fiscal policies on GDP growth, income distribution, and social welfare is essential, which is why studies in this field are so important. Policymakers can do better for the world when they have access to information on financial research paper topics to read about.

  • The potential of digital currencies as financial assets in public finance management.
  • Impact of Tax Policy on Economic Growth: A Comparative Study.
  • Government Debt and its Implications on Fiscal Sustainability.
  • Public-Private Partnerships in Infrastructure Development.
  • Effectiveness of Fiscal Stimulus Packages in Times of Economic Crisis.

Corporate Finance Research Topics

Corporate Finance Research explores various financial management topics within businesses. Conducting research in this area is crucial for understanding financial decision-making, risk management, capital structure, and valuation. It helps companies optimize their financial strategies, make informed investment decisions, and enhance overall financial performance.

  • Corporate Governance and Financial Performance: An Industry Comparison.
  • Debt Financing in Manufacturing Sector Corporate Investment Decisions.
  • Corporate Taxation and Capital Structure Decisions: A Comparative Study of Countries.
  • Corporate Venture Capital and Startup Financing: A Comparative Analysis.
  • Corporate Governance Mechanisms and Capital Allocation Efficiency: Emerging Markets.

Business Finance Research Topics

Subjects that fall under the umbrella of business finance topics include any and all discussions of how businesses handle their money, from budgeting to investing to making important business decisions. Researching business finance is essential since it reveals new tendencies, aids in the creation of cutting-edge tactics, and boosts monetary output. It helps companies maintain competitiveness in a fast-paced industry and make well-informed choices. These samples can assist you whether you are looking for financial research paper topics or investment research paper ideas.

  • Corporate Social Responsibility and Financial Performance.
  • Exchange Rate Fluctuations on International Business Transactions.
  • Financial Innovation and SME Financing.
  • Financial Markets in Economic Development.
  • Financial Leverage and Firm Value in Different Industries.

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In the realm of finance, effective communication is paramount, and PowerPoint presentations serve as a vital tool for conveying complex information clearly and concisely. Finance professionals often rely on PPTs to present financial reports, investment analyses, and strategic plans to stakeholders, clients, and team members. The flexibility of PowerPoint allows users to customize templates to suit their specific needs, making it easier to highlight key data, trends, and forecasts.Use cases for finance-related PowerPoint presentations are diverse. For instance, investment bankers might utilize PPTs to pitch new projects to potential investors, showcasing financial models and projected returns in a visually engaging manner. Financial analysts can create reports summarizing quarterly performance, using charts and graphs to illustrate trends and variances effectively. Additionally, corporate finance teams often prepare presentations for board meetings, where they outline budget proposals, risk assessments, and strategic initiatives.Moreover, PowerPoint's collaborative features enable teams to work together seamlessly, allowing for real-time updates and feedback. This ensures that all stakeholders are aligned and informed, fostering a transparent decision-making process. Ultimately, the use of PowerPoint in finance not only enhances clarity and engagement but also supports better decision-making through well-structured and visually appealing presentations.

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    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.

  6. 35+ Best Finance PowerPoint PPT Templates (Financial Presentations)

    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.

  7. 15+ Best Finance Presentation Templates

    Present financial data clearly with our finance presentation templates. These tools help you visualize financial data in an understandable way, enhancing the effectiveness of your financial presentations. ... Finance presentation templates cover a broad range of finance-related topics. They can be used for presenting success metrics, financial ...

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

    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. Example of an executive summary slide for a cybersecurity agency.

  9. Finance Powerpoint Templates and Google Slides Themes

    Free Finance Slide Templates for an Engaging Slideshow. Make your financial presentations memorable with this finance PowerPoint template. Whether you're a banker, accountant, financial analyst, or student, these templates will help you make your message clear and easy to understand. With a range of customizable slides, you can easily manage ...

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

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

  11. 25 Best Banking and Finance PowerPoint Templates For ...

    Utilize this attractive finance PowerPoint presentation to highlight the personal goals, plans, and objectives by incorporating this content ready PPT layout. ... 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 ...

  12. 10 Slide Ideas for Financial Report Presentation

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

  13. Finance Templates for PowerPoint & Presentation Slides

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

  14. Free Finances Google Slide themes and PowerPoint templates

    Download the Money Infographics template for PowerPoint or Google Slides and discover the power of infographics. An infographic resource gives you the ability to showcase your content in a more visual way, which will make it easier for your audience to understand your topic. Slidesgo infographics like this set here...

  15. Classroom-ready presentations

    Building Wealth: Budget to Save-Developing a Budget. Building Wealth: Save and Invest-Put It in the Bank. Building Wealth: Save and Invest-Owning Versus Renting. Building Wealth: Save and Invest-The Role of Financial Markets. Building Wealth: Save and Invest-Bonds, Stocks and Mutual Funds. Building Wealth: Save and Invest-Risk and ...

  16. Finance Research Paper Topics: Interesting Finance Questions to Uncover

    Here are a few suggestions for MBA students looking for research topics in finance: Risk Management Strategies in Financial Institutions. Behavioral Finance in Investment Decision-Making. Financial Inclusion and Economic Development. Comparative Analysis of IFRS Adoption and Financial Reporting Quality.

  17. Ideas about Finance

    It's hard to know where to start with personal finance — saving, budgeting and everything else in between. These TED Talks provide insightful perspectives and practical advice to help you face your financial situation with honesty and compassion. 8 talks. How to invest in social good. Great, practical advice on ways to responsibly invest ...

  18. Free Finances Presentation Templates

    In finance, accuracy is everything. With Venngage's data import feature, you can easily upload your financial data to your presentation, eliminating the risk of manual data entry errors. You can also use the auto-update feature to keep your charts and graphs up to date. Collaboration is another essential aspect of creating finance presentations ...

  19. 27 Fun Finance Project Ideas & Topics [For Freshers & Experienced]

    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.

  20. Personal Finance Presentation: Topics, Guide & Resources

    Personal Finance Presentation: Topics, Guide & Resources | NFEC. Seeking a comprehensive and practical personal finance presentation? Access the National Financial Educators Councils library of personal finance resources.

  21. Top 10 Finance Relationship PowerPoint Presentation ...

    Enhance your financial presentations with our fully editable and customizable PowerPoint templates. Perfect for showcasing finance relationships and delivering impactful insights. ... making it easier to highlight key data, trends, and forecasts.Use cases for finance-related PowerPoint presentations are diverse. ... the topic in a bit more ...