Pro Icon

Financial Planning Lifecycle PowerPoint and Google Slides Template

Financial Planning Lifecycle PowerPoint and Google Slides Template

96 Downloads so far

(2 Editable Slides)

Animated PPT
Financial Planning Lifecycle PPT Cover Slide
Financial Planning Lifecycle Animated Presentation - SketchBubble Financial Planning Lifecycle PPT Cover Slide Financial Planning Lifecycle PPT Slide 1 Financial Planning Lifecycle PPT Slide 2 Financial Planning Lifecycle PPT Slide 3 Financial Planning Lifecycle PPT Slide 4
Links
Download Template
Product Details

(2 Editable Slides)

Available For
PowerPoint
Keynote
Google Slides
Animation:
Yes
Slide Formats
16:9
4:3

The financial plans of individuals change over the course of their life, and these changes can be illustrated in a visually-compelling manner with our Financial Planning Life Cycle PPT template. This 100% editable, professionally-designed deck can be used to depict different stages in the life of an individual, characterized by distinct life events such as beginning a family, purchasing a house, planning investments, retirement, etc., and shift in focus in terms of financial planning. 

What’s Inside the Template?

One of the slides illustrates a figure presenting an individual’s financial life cycle based on a series of different stages that he/she transpires through during the lifetime, i.e., basic wealth protection, accumulation, and distribution. Another slide showcases the three stages of the financial life cycle, i.e., building wealth, preserving and increasing wealth, and living on saved wealth through an easy-to-understand, creatively-designed illustration adorned with beautiful color combinations. This deck can be effectively used by wealth managers and consultants to explain the importance of identifying financial objectives at every stage of life to the intended audiences. 

Key Features 

  • Easy-to-edit; you can make customizations without seeking external aid.
  • High-quality illustrations and infographics make it possible to present on large screens without impacting the optical resolution.
  • Use it for a lifetime by downloading it once.
  • Compatible with significant presentation platforms such as Microsoft PowerPoint, Apple Keynote, and Google Slides.

So, download this stunning PPT right away!

Create compelling presentations in less time

Exclusive access to over 200,000 completely editable slides.