presentation topics of finance

Research Topics & Ideas: Finance

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

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

PS – This is just the start…

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

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

Overview: Finance Research Topics

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

Corporate Finance

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

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

Investment Banking

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

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

Private Equity & Venture Capital (VC)

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

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

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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

Commercial Banking

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

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

International Finance

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

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

Choosing A Research Topic

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

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

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

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

Please guide me on selecting research titles

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

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

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9 Financial Topics You Need An Understanding Of

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

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

1. Budgeting

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

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

Budgeting methods

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

50/30/20 budget

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

Zero-based budget

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

Pay yourself first

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

Envelope system

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

Budgeting apps

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

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

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

Revolving vs. non-revolving debt

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

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

Secured vs. unsecured debt

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

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

Understanding your debt

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

Total balance
Interest rate
Minimum monthly payment
Estimated payoff date

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

3. Net worth

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

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

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

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

Credit report

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

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

Credit score

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

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

The importance of credit

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

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

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

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

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

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

6. Investing

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

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

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

Investing 101

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

Asset allocation

How you divide your assets up across all of your investments

Time horizon

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

Diversification

The practice of spreading your money across many different investments

Risk tolerance

Your ability and willingness to lose money in the stock market

7. Homeownership

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

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

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

Only buy what you can afford

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

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

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

Save for a down payment

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

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

Maintain a home emergency fund

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

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

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

9. Insurance

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

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

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

The bottom line

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

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

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

Erin Gobler

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Finding Excellent Topics in Finance

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

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

Research Topics In Finance

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

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

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

Finance Research Topics For MBA

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

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

Corporate Risk Management Topics

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

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

Healthcare Finance Research Topics

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

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

Corporate Finance Topics

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

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

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

Business Finance Topics

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

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

International Finance Topics

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

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

Finance Research Paper Ideas

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

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

Personal Finance Topics

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

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

Finance Topics For Presentation

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

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

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

How to make a financial presentation interesting in 7 steps

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

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

1. Communicate the story behind the data

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

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

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

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

2. Follow the 10-20-30 rule

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

But, there is hope.

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

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

3. Hide your notes and bullet points

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

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

In the words of Mary Angelou :

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

4. Make it picture perfect

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

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

5. Channel the pros

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

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

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

6. Arrange for discussion

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

7. Open and close

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

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

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

Make a financial presentation interesting

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

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

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

Classroom-ready presentations

Personal finance.

Building Wealth: Budget to Save–The Balance Sheet
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 Return
Building Wealth: Build Credit–Understanding Credit Reports
Building Wealth: Take Control of Debt–The Cost of Credit
Bitcoin: A New Internet Currency
Entrepreneurs
Money and Financial Markets
Everyday Economics: Three Faces of Globalization
Poor, Poorer, Poorest

Economics boot camp

Scarcity and Opportunity Costs
Economic Systems
Circular Flow
Supply and Demand
Market Structures
International Trade: Comparative Advantage and Trade Barriers
Exchange Rates
GDP and Growth
Economic Instability
Fiscal Policy

Federal Reserve

Business, Banks and Bragging: How Dallas Became a Federal Reserve City
The Federal Reserve and You

American debate on a central bank

American Banking: Colonial Period to the Civil War
Banking in America: Civil War to the Present
The Gold Standard in the U.S.
Wars, Panics and Politics: The American Debate on a National Bank

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Economic Drivers of Texas
Globalization
Immigration
Mercantilism
Role of Government

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10 Best Financial Presentation Examples For PowerPoint

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

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

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

What Is A Financial Presentation?

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

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

Importance Of Finance Presentations

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

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

How Do You Write A Financial Presentation?

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

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

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

10 Best Financial Presentation Examples

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

Financial Results PowerPoint Template
Balanced Scorecard KPI PowerPoint Template

Financial Summary PowerPoint Template

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

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

1. Financial Results PowerPoint Template

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

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

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

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

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

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

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

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

Presentation Tips For Effective Finance Presentations

Here are some presentation tips for effective finance presentations:

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

Why You Should Get Financial Presentations Professionally Made

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

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

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

How do I structure my financial statements in PowerPoint?

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

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

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

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

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

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

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

Table Of Content

Financial Investment Report PowerPoint Template.

Financial Statement

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5 Tips for Creating an Effective Financial Presentation

By AFP Staff
Published: 4/11/2024

In the dynamic world of finance, the ability to craft compelling presentations is essential. When a presentation is effective, it serves as a bridge, simplifying complex financial concepts into digestible information that fosters clarity and understanding among diverse audiences.

Effective presentations also wield influence, guiding decision-making and propelling actions that drive financial strategies forward. Moreover, a polished presentation reflects the presenter's professionalism and credibility, instilling trust in their expertise and recommendations.

In essence, mastering the art of presentation is critical to your success, and with these five tips, you will be well on your way to achieving impactful outcomes.

1. Structure Your Presentation to Tell a Story

One of the most powerful tools for making sure your presentation leaves a lasting impression on your audience is storytelling .

When you tell a story during your presentation , you’re not just relaying information; you’re engaging your audience on a deeper level. Stories capture attention and keep listeners engaged, drawing them into a narrative with a clear beginning, middle and end. As you weave anecdotes, case studies or examples into your presentation, you evoke emotions and create a connection with your audience. This emotional connection helps make your content more relatable and memorable.

Moreover, stories provide a natural structure for organizing information, making it easier for your audience to follow and retain key points. By illustrating concepts through stories, you demonstrate their real-world relevance and practical application, enhancing the overall impact of your message.

Strategic business storytelling involves five key elements:

Start: Rather than signaling that you’re about to tell a story, go right into the story to capture your listener’s attention.
Begin with the incident: Skip the setup and go directly to the action point of what you’re trying to communicate.
Involve the senses: Choose the sense(s) that will best activate your listener’s imagination.
Edit for power: Don’t waste your listener’s time making the story longer than it needs to be.
Bridge to business relevance: Ensure your audience has a “lightbulb” moment as they connect the content of your story to the business topic at hand.

Improve your communication skills to become a valued and influential business partner across the organization with the AFP Mini-Course: Quick Tips to Improve Your Communication Focus , complimentary to AFP members .

2. Fit the Presentation Within the Allotted Time

First and foremost, it is crucial to fit a presentation within the allotted time — out of respect for your audience’s time and to maintain their engagement throughout. It can be perceived as rude if a presentation runs over, and people often tune out or lose interest. Or worse, if you run out of time, people may leave the meeting before you get to your conclusion. This may result in them missing vital information or even calling for an additional meeting — and no one wants more on their calendar!

Finance professionals are often expected to deliver the same message to different audiences in different amounts of time, so it is important to be able to adapt a presentation to various situations, including an elevator pitch, a bullets-only presentation and a Q&A session.

An elevator pitch is usually made without any visual support and is designed to take advantage of a brief window of access to the audience’s attention. Summarize your key points into short and clear statements; prioritize your ideas and connect them logically within a brief timeframe.
A bullets-only is a high-level outline of your content focusing on key points and their implications. You can create additional materials for your audience to dive deeper into the topics of their choosing.
A Q&A session is where the audience interacts with your insight through in-depth questions. Anticipate audience questions ahead of time to enhance the completeness and clarity of your content.

3. Present the Data Visually

Visuals, such as charts and graphs , enhance comprehension and insight into complex datasets in presentations. They help the audience interpret the significance of the data by underscoring key points, highlighting potential causal relationships, and illustrating trends. Additionally, presenting data visually can reveal hidden insights and outliers that might not otherwise be immediately apparent.

However, many finance professionals fall into the trap of becoming artists with their charts and graphs. As Ben Shneiderman said, “The purpose of visualization is insight, not pictures.” Aim for clarity over artistry in your data visualizations, as your images serve to prove your thesis.

When using a graph, make sure you’re able to answer each of the following questions:

Which will be more effective, a graph or a table? Graphs are most effective when the presenter is demonstrating a trend, pattern or relationship between two variables or when the presenter is making one or two key points that they want the audience to grasp instantly.
Which graph type will tell your story best? Choose the graph type that will make your point most effectively.
Did you make your graph quickly and easily understandable? Choices such as colors and shading, data labels, gridlines and legends can impact the effectiveness of a graph.
Could your graphing choices cause your audience to question your agenda or character? Graphs are often used to make a point the presenter feels strongly about. Audiences sense this as well and are often on the lookout for efforts to confuse or mislead them.

What’s the best way to present numbers? Learn how to make the right choices to get your point across effectively with the AFP Mini-Course: Painting with Numbers , complimentary to AFP members .

4. Format Slides for Brevity and Clarity

A slide deck is not a script; it should support and emphasize the key points in your presentation without duplicating everything you say.

Best practices for formatting slides include:

Keep text on slides to a minimum. Use bullet points or short phrases instead of full sentences. Aim for no more than 5-6 bullet points per slide.
Simplify complex concepts into digestible chunks. Focus each slide on one main idea or point to maintain clarity and avoid overwhelming your audience.
Keep your slide layout clean and uncluttered. Use ample white space around text and visuals to improve readability. Avoid overcrowding slides with too many elements.
Use clean and legible fonts. Avoid decorative fonts that may be difficult to read, especially from a distance. Use a font size of at least 20 points for body text and 30 points or larger for headings.
Emphasize important information using bold text, color or larger font sizes. Draw attention to key data or takeaways to ensure they stand out.
Avoid gimmicks such as wipes and dissolves. Don’t add sounds unless they are integral to the presentation.

5. Rehearse Your Delivery

The more you practice your presentation, the more confident you'll become in your delivery. Start by reviewing your slides and notes with the goal of minimizing your reliance on them during the actual presentation. Practice speaking fluidly without needing to refer to detailed notes unless necessary for specific details. Additionally, ensure you know the sequence of your slides and any transitions or effects you’ve incorporated to avoid unexpected surprises during your presentation.

If you can, rehearse with a colleague who can give you feedback on your delivery. If you’re rehearsing on your own, record yourself so you can watch your presentation and make edits. Video conference tools are great for this, and then you can transcribe the recording so you can easily make changes for when you practice again.

Finally, avoid slipping into a rigid “presentation mode” and instead strive to be authentic. Don’t try to emulate another presenter’s style or persona. Be yourself and communicate naturally, allowing your unique personality and approach to shine through. Authenticity builds trust and connection with your audience, making your presentation more engaging and relatable. Embrace your individuality and present in a way that feels true to who you are.

See what’s in store at the treasury and finance conference, AFP 2024, October 20-23, in Nashville. Check out the Session Explorer here.

How To Make A Financial Presentation That Engages Audiences

Table of contents, what is a financial presentation.

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

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

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

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

We Create Engaging Financial Presentations That Make Financial Data Interesting!

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

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

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

Citibank Presentation Example Slides

Why You Should Get Financial Presentations Professionally Made

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

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

Communicating Information

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

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

Brand Representation

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

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

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

Can Financial Statements Be Incorporated In A Presentation?

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

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

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

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

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

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

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

Author: Content Team

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

The five-step formula for making finance presentations interesting.

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

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

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

1. Only select your most important financial data

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

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

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

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

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

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

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

3. Use diagrams to help the audience visualise the data

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

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

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

4. Define a clear objective and structure

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

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

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

5. Make your finance presentations a collaborative conversation

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

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

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

Check out our finance presentation design service .

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8 PPT Templates for Informative & Powerful Financial Presentations

October 7, 2022
Financial presentations , PowerPoint templates for download

Last Updated on June 28, 2024 by Barbara

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

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

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

8 Recommended PowerPoint Templates for Uplifting Financial Presentations

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

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

Financial Report and Performance Indicators Report

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

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

company-report-financial-performance-ppt-template

You can use financial report visuals to:

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

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

Listed Company Financial Report Presentation

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

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

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

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

Annual Budget Financial Presentation

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

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

template_budget_presentation_ppt financial presentations

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

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

Investment Risk Pyramids

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

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

Company Finance Data Charts

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

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

financial-graphs-ppt-data-charts-template

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

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

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

Trade Finance Diagrams

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

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

Trade Finance Presentation Diagrams financial presentations

Due Diligence Presentation

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

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

Due Diligence Process, Types, Checklists Diagrams

Stock Financial Annual Report

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

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

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

Summary of the essential graphics for financial presentations

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

Resources: PowerPoint Decks to Use for Financial Presentation s

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

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

Eye-catching ways to present Debtors AR report in PowerPoint

July 31, 2024

How to Present OpEx Analysis with Visual Impact in PowerPoint

July 4, 2024

best-practices-impactful-financial-report

Best Practices for Financial Excellence of a Company

June 28, 2024

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

Finanza Finance PowerPoint Template

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

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...

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...

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...

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...

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...

Finance Pitch Deck PowerPoint Template

Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financ...

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...

Fund Investing Finance PowerPoint Template

If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for...

Annual Report – Business & Finance PowerPoint Template

This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides...

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.

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Project for MBA Finance: Top Finance Research Topics for MBA Project

Research projects form an integral part of an MBA programme. From enriching innovative and creative thinking to deepening industrial knowledge, conducting in-depth research projects bolsters students with the right skill sets and professionalism. The research projects students take up play a major part during their time of employment. Employers critically assess the implementation and success of the project and measure the student's potential to perform professional tasks efficiently and their knowledge bandwidth about the field. Hence, delivering a good research project is a critical part of the MBA programme, without which the programme completion is often impossible.

MBA in Finance is among the most sought-after areas of specialisation. However, choosing a project for MBA finance may be challenging, given the complexity and vastness of the domain. While it is essential to deliver a thoroughly analysed and excellent project, students, particularly beginners may not be as efficient as those with experience, to come up with a competitive research project. In this blog, we have curated a list of project topics in Finance that are significantly relevant and competitive. If you are new to the field of business and its studies, this information will give you some fresh ideas for your MBA project. We shall explore the winning Finance research topics for MBA that you may consider undertaking during your MBA programmes.

Whether it is for skills development or career preparation or personal finance management, finance project ideas are a great booster. To put it simply, finance project ideas are essential as they provide individuals with the opportunity to develop practical skills, prepare for their careers, innovate, generate practical impact, and enhance their personal financial management.

Things to do for choosing Finance Research Topics for MBA

Choosing a topic for your project for MBA finance can be challenging. However, keeping a few things in check will make your task easier and more effective. Make sure that you have assessed these few pointers while formulating your project topic:

Review your interests

While considering a topic, ensure that it aligns with your interests, as it is a time-consuming and intensive task that demands attention and commitment. A topic that is in contrast with your interest will yield lesser results as compared to one that you are fully invested in including your time, interest, and passion. You will find your time investment more productive, enjoyable and engaging.

Information Availability

Avoid working on a topic without access to or availability of adequate information or data. You must have checked the availability of the required data that are crucial for your project, be it reports, industry resources, public databases, financial data of government agencies or companies, etc.

Be mindful of the expertise of your project guide/Faculty

You cannot choose and work on a topic that falls outside the purview or areas beyond your guide's expertise. To ensure you get maximum insights, guidance, and feedback, ensure that your topic is within the expertise of your professor.

Consider the scope of the project

Choose a topic that you can complete within the given timeframe. Think thoroughly through the workload and feasibility of the project activities and ensure they can be carried out successfully.

Industry relevance

You do not want to be working on a theme that is dated and has no relevance in the current business scenario. Demonstrating your practical competency and real-world applicability of your knowledge is best done by working on a contemporary topic that addresses the emerging trends and challenges in the business industry.

In a competitive landscape of finance and banking, Banking and Finance graduates are required to leverage their learned theoretical knowledge into practical work. Professionals in financial organizations generally work on numerous projects, for which they must have a stock of good practical skills along with theoretical concepts and practices.

If you are new to the field or want to elevate your project execution skills, you may likely consider working on some projects. Here in this post, we have curated some of the best banking and finance project topics and ideas which will tickle your creativity and inspire you.

Now that you are aware of the nuances of formulating a good topic for your project for MBA finance, let us explore the top MBA finance project topics for MBA , here below:

Top MBA Finance Project Ideas

Let us discover a few of the most innovative banking and finance project topics ideal for both professionals and beginners.

1. Portfolio Analysis Tools

These tools are largely used in the finance and banking sector as they help financial institutions in the effective management of investment portfolios, risk management, performance evaluation, and asset allocation. This is a brilliant finance project idea where you can execute the development of a tool that allows users to input their investment portfolio and analyze its performance, risk, and diversification. You can make use of historical market data and statistical models for generating insights and recommendations.

2. Mobile Budgeting Application

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

3. Credit Score Predictor

Another terrific banking and finance project topic can be developing a credit score predictor. This can be carried out by building a Machine Learning model that is powered to predict a user's credit score in alignment with their financial history, demographics, and other relevant data. This model could prove useful for lenders in making informed decisions about loan approvals and interest rates.

4. Financial Education Platform

This is another one of the most innovative banking and finance project topics that you can design. With the surge in the shift to online education, developing an online platform that provides financial education resources and tools will be a lot useful. This platform will help people improve their financial literacy. You can maximize the uses of the platform by integrating courses, webinars, and several resources that can help users gain a better comprehension of financial concepts and practices.

5. Investment Recommendation Engine

Develop a tool with the uses of Machine learning algorithms that can be used by people for generating recommendations of investment opportunities. The tool can generate personalized investment advice by assessing market trends, historical data, user risk tolerance, investment goals, etc.

6. Bank Fraud Detection System

The significant rise in bank fraud can be mitigated by developing fraud detection tools, hence this is another significant finance project idea that you can work on. The tool can use machine learning for detecting fraudulent transactions and activities on the banking premise. The model analyzes transaction data in real-time and flags any suspicious activity for further investigation.

7. Cryptocurrency Trading Bot

Cryptocurrency is now the new currency. Hence, working on a banking and finance project topic dealing with cryptocurrency will be highly valuable. You can develop a bot that uses machine learning to analyze cryptocurrency market trends and make automated trades based on user-defined strategies. This bot can prove to be a useful tool for maximizing returns as well as minimizing risk exposures.

8. Stock Market Prediction Model

Work on developing a machine learning model powered to predict stock prices based on historical market data, news articles, and other relevant factors. This finance project idea could help investors make more informed decisions about buying and selling stocks.

9. Personal Finance Chatbot

Develop a chatbot that can offer users personalized financial advice and guidance. The chatbot can be powered to provide answers to common financial questions concerning saving, budgeting, investing, and other personal finance topics.

10. Invoice Management System

This is another one of the excellent banking and finance project topics that you can work on as businesses are going to benefit largely from this. You can build a tool for businesses to

manage their invoices and payments more efficiently. This model can bring more automated processing of invoices, payment essentials, and generating reports on accounts receivable.

11. Tax Preparation Software

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

12. Financial Planning Calculator

Develop a tool powered with the potential to calculate and assess retirement savings goals, investment returns, and other key metrics that can help users in planning their future. The model can also be used to provide recommendations on ways of allocating savings and investments.

13. Loan Comparison Website

Why not develop a finance project idea that can help users compare loan options from numerous lenders? You can build a website that can be easily accessible for users for comparing interest rates, fees, terms, and premiums of the various loan facilities.

14. Expense Tracking Tool

Another splendid banking and finance project idea is developing a tool that can track expenses and identify areas for cost-cutting for users. The tool can also have a creative interface by using visualizations of spending patterns and providing suggestions for ways to save money.

15. Analytical Tool for Real Estate Investment

Real estate is one field that is seeing immense growth. You can bring about a tool that helps investors analyze potential investments. The tool could include variables like market trends, rental income, and property taxes for estimating potential returns on investment.

16. Financial News Aggregator

Another excellent finance project topic can be developing a website or app that aggregates financial news from multiple resources and make it available to users and also allow them to personalize their news feeds. The model can also make use of NLP to categorize news articles by various segments like topics and sentiment.

17. Stock Market Simulator

This finance project idea is a great idea for those who want to invest in the stock market and are new to the field. Build a stock market simulator that allows users to practice investing in a simulated environment. The simulator could use real-time market data and allow users to track their performance over time.

18. Investment Portfolio Simulator

This simulator tool is a superb idea. Develop a tool that can allow users to simulate different investment portfolios and track their performance. The tool can factor in historical market data and allow users to adjust their portfolio allocation over time.

19. Consumer Credit Collection Tool

This is a brilliant idea that can upgrade consumers' knowledge. Develop a tool that can offer comprehensive knowledge to customers on various approaches to accomplish collection processes in the consumer domain. Additionally, it can also weave in suggestions for banks on their collection approaches and offer required solutions.

20. Forex Management System

Another terrific banking project you can invest your resources and time on is the Forex Management system. This offers banks automated operations of foreign exchange and managing complexities in the business. This kind of topic can boost your career prospect significantly.

21. Customer Relationship Management System

Another significant project idea for banking and finance can be developing a CRM system where banks are enabled to manage customer interactions and maintain relationships more effectively. The system can also feature customer segmentation, lead management, and tracking communication .

Trending MBA Projects in Finance

MBA graduate students are also required to develop project execution skills and coming up with innovative ideas can be challenging. These are a few top MBA projects in Finance that can inspire you and help you develop similar projects.

Sustainable Finance: Towards Green Finance and Green Energy

Finance is the medium that makes every development possible. With the world heavily focused on attaining sustainable development goals, this topic would be fascinating, relevant and impactful. Students may explore ways in various areas such as green bonds, green banks, green central banking, carbon market instruments, fiscal policy, financial technologies, community-based green funds, etc.

Fintech Evolution with Machine Learning and Artificial Intelligence

This is another excellent topic for a research project for MBA finance. The research can focus on navigating the burgeoning shift towards AI and ML, identifying the research gaps, analysing the shift, and developing critical insights required for overcoming challenges pertaining to AI and ML integration in Fintech.

Cryptocurrency in Financial Market: Pros and Cons of Investment

Students can explore the potential of cryptocurrency, how it can form an asset class and the risks involved in investment. Its benefits in the Fintech innovation can also be intrinsically studied., making it one of the best Finance research topics for MBA.

Real Estate Market Trends and Valuation Methods

This is another good topic to make it to the list of project topics in Finance. Students can explore the various methods of property valuation and analyse trends to generate predictions for the housing market in the coming years.

Behavioural Finance: How Psychology Impacts Financial Decisions

Work on a comprehensive analysis of the roles of mindsets, emotions and biases is key to making financial choices. Study the nuances and develop practical strategies for overcoming challenges.

Surging rise of Cyberattacks and financial scams

Explore how new rules and regulations could be implemented in the face of surging cyberattacks targetting financial institutes and operations.

Mergers and Acquisitions across Varied Banking systems

Study how mergers and acquisitions are influential elements of a banking sector across economies. This would make an excellent research project for MBA Finance.

Impact of COVID pandemic on the Global Economy and Way Forward

Study the economic slump ushered in by COVID-19 and assess what strategies best fit the diverse economy or focus on one country.

Financial Development in Third-World Countries

Explore how financial development brings parity in income and overall growth in developing countries. Study the investment models adopted and challenges, and suggest what better solutions can be implemented further.

Global Financial Crisis: Factors, Impact and Recoup

Explore what are the various factors that cause financial crises in an economy. Study about the possible long-term consequences and what strategies could be adopted.

Mergers and Acquisitions (M&A) Analysis
Investment Banking Pitch Book
Private Equity Due Diligence
Venture Capital Investment Analysis
Corporate Finance Strategy
Risk Management Analysis
Financial Performance Analysis
Alternative Investments Analysis

Those are some of the creative banking and finance project topics that can be used by both seasoned professionals as well as beginners.

Your MBA project will certainly make you think beyond the things learned over the course. To ensure you come up with interesting research, you may as well begin brainstorming potential topics early on by the start of the programme. That way you’ll have enough time to focus, lay out the framework and acquire the relevant data and information.

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15 Personal finance topics and subtopics for 2022

15 Personal Finance Topics You Should Master In 2024

Last updated on February 26th, 2024 at 07:25 pm

In this post, you’re going to uncover 15 different personal finance topics and dozens of subtopics.

Personal finance management is important when it comes to money. Because we need to face it daily.

From credit cards to shopping to paying off debt and earning money all revolves around personal finance. Knowing it can help you make a fortune and cut out extra costs.

So 15 major topics are the most important.

Let’s dive into the details and learn more.

15 Personal Finance Topics You Should Master

Below financial topics below range from debt to investment and savings. As well as retirement, insurance, and money management.

Let’s explore them one by one:

personal finance topics you should know about

The first and foremost topic here is debt .

Debt is any amount you owe to any other lender. It comes with an interest rate which you need to pay with the principal amount over time. The common types of debt include credit card debt, mortgage debt, student loans, and personal loans.

But this doesn’t end here. There are multiple related terminologies and types you should know.

Let’s explain them briefly.

1. Revolving debt and Non-Revolving debt

Debt falls into two main categories. One is called revolving debt which means it revolves around a cycle. You borrow it, pay it, and then again borrow it. The most common type of revolving debt is a credit card loan. You borrow, pay, and then again borrow.

The second major type is called non-revolving or installment debt. Here you only borrow for a single purpose not frequently and then pay it in installments over time. For example, mortgage debt, student loans, and personal loans.

2. Secured debt and Unsecured debt

The revolving and non-revolving debt fall further into secured and unsecured debt.

A secured debt has security, a guarantee, or any other type of collateral. If the borrower isn’t able to repay the loan then the lender seizes the collateral to recover the loan. Collateral can be a house, property, land, gold, bank account, or any other.

While unsecured debts are given to borrowers with no collateral. There is no security, that’s why interest rates are also higher. They’re normally given based on how much credit score a borrower has. The higher the credit score is, the more money he/she can borrow and get lower interest rates with less effort.

These loans are further categorized into multiple types depending on their purpose. Here are 8 of the most common types:

3. Student loan

These loans are borrowed by students to complete their education. Students that are undergraduate and want to take professional education. This also includes amounts borrowed by parents to meet their child’s educational needs.

Student loans are further categorized into two main categories:

Federal student loans
Private student loans

Federal student loans are given by the US Department of Education through their approved services. These loans have lower rates and other perks and benefits like forgiveness, refinance, forbearance, and zero interest for a specific period. They are further subdivided into:

Direct subsidized loans
Direct unsubsidized loans
Direct PLUS loans

While private student loans are borrowed from outside private banks, and lending institutions. They have higher interests with few benefits.

4. Personal loans

A personal loan is borrowed to spend on a variety of needs. There is no specific purpose. You can spend on any need you have. For example, weddings, debt consolidation, vacations, personal expenses, buying a car, etc.

It is a type of installment loan like a mortgage or car loan. So it falls into non-revolving debt.

Personal loans are unsecured loans. Unsecured options have a higher risk for lenders so they charge higher interest. Also, your credit report and credit score both matter a lot.

5. Home equity loan

In a home equity loan, you borrow money against your ownership of the home.

For example, you purchased a $100k mortgage to purchase a home and you’ve paid out $30,000. This means you’ve $30,000 worth of ownership in your house. You get to another lender and take a $20,000 loan against this ownership. It is also called a subprime mortgage.

That is the reason why there is a lower interest rate on home equity loans. Usually, it is used for consolidating debt like credit card loans.

6. Home equity line of credit

HELOC isn’t different from HEL but with one exception it is a revolving debt. You can take it again and again while your existing balance goes down.

It is money you borrow against your ownership in a home-like home equity loan. And as you pay it down then you can again borrow it as you do with credit cards.

It is secured and that’s why it has a lower interest rate.

7. Credit card loan

Here you have a credit card from a specific lender like a normal debit ATM card. You use it for daily purchases and shopping. The bank pays for that purchase. And you need to pay it back with an interest rate.

Credit cards are a flexible way to pay off your needs but have higher interest rates. So before going for one, you should first compare lenders based on the interest rate and other terms.

They fall into different other categories like reward credit cards, cashback credit cards, and balance transfer credit cards.

Credit card loans are unsecured and have a higher interest rate. Which makes it difficult to pay back the loan.

8. Mortgage loan

Mortgage debt refers to the loan you take to buy a house and then repay it in installments. It has a non-revolving debt and you pay it including principal and interest over a longer period. Its terms can be 10 years, 20 years, or even 30 years longer.

Mortgage comes in big debt amounts and therefore you pay a huge interest depending on the period. The interest rates are lower because the house is placed as collateral.

9. Payday loan

Payday loans are short-term personal loans that you pay on the next pay date. This can be done by giving electronic access to banks to automatically take that amount or handing over a check so they can withdraw the loan amount.

Now you’ve learned the types of debt but what to do to get out of debt? So for that purpose, you need to get enough knowledge on the following topics:

10. How to pay off debt?

This includes different strategies and tactics to pay off debt faster and easier. Whether it is a credit card debt, mortgage, student loan, personal loan, or any other. In these tactics, you also need to be aware of debt repayment methods to pay debt faster. If you want to learn how to pay off debt faster here is the post.

11. Know interest, minimum payment, terms, fees, and total balance

If you’re going to take debt or have an existing one then knowing these terms is important. So here is a quick overview:

Interest is an amount you pay for using borrowed money. The percentage rate is called the interest rate.
Minimum payments are the least amount you’re required to pay each month to the lender. It starts from as little as $50 depending on the amount.
Total balance means the principal and interest you’re required to pay to the lender.
Fees include any loan origination fees or penalties for late payments.

Knowing all of this helps you have a record of how much debt expense you incurred. And how to pay it off.

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2. Credit score

A credit score represents your trustworthiness regarding your behavior for debt responsibility. Shows how responsibly you paid off your debt. It matters greatly in unsecured loans.

A credit score is important because lenders judge your creditworthiness and risk using the credit score. It is mentioned in your credit report which is a database of your current debt accounts, payment history, and credit score rating.

If your credit score is not good you need to face difficulty in obtaining credit cards and low-interest loans. Lenders ignore your requests to take loans.

Here is what you need to know regarding credit score:

What it is? What are the credit ranges and how is it calculated?
How to get a credit report and check your credit report for any mistakes?
How to increase your credit score?
Problems and drawbacks related to a bad credit score.

Getting hands-on with all of the above information is a surefire way to educate yourself regarding credit reports and credit scores. This will help you stay higher in credit ranges like the FICO score and Vantage score.

Like earning money, saving is also important. That’s why it is an unavoidable area of personal finance. You may need money in an emergency, for vacation, or any other expense so instead of just relying on debt savings can help you.

So you need to learn how to cut out different expenses to save more money. These tactics include how to save money on food, groceries, utility bills, gas, electricity, and college. You also get to know different money-saving challenges, charts, and apps that make your job easier.

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4. Retirement

All of us need to retire one day. But after retirement, our monetary needs are attached to us the same way as before. This makes retirement the most important chapter of personal finance.

In this personal finance topic, you learn how to save and invest money to comfortably retire. Here you get to know different plans and procedures to invest money and how to meet your required goal as fast as possible.

Here are different retirement plans you should know about:

401K plans are given by the employer to employees and contribute a matching amount which provides a free money benefit to employees.

Here a portion of the employee income before tax is deducted from a paycheck and deposited into your retirement account. It is not available to everyone but is available to some nonprofit organizations, public service organizations, self-employed ministers, and cooperative hospital services in the United States.

3. Traditional IRA

In the plan, you can invest money from pre-tax income into your IRA retirement account and the investment grows tax-deferred until you withdraw it. Tax-deferred means you don’t pay the tax until you take out gains.

4. Roth IRA

In a Roth IRA plan, you invest money after-tax deduction and when you withdraw that money then you don’t need to pay tax on it. But you need to fulfill certain conditions.

5. Solo 401K

If you’re a business owner with no employees then you can contribute to a retirement plan called Solo 401K. But you can combine your spouse as well for this benefit.

6. Spousal IRA

It is a retirement account that allows a working spouse to contribute to an IRA account as a nonworking spouse. Simply put the working spouse contributes to a nonworking spouse’s retirement account.

7. Rollover IRA

It is a retirement plan which allows you to move funds from your 401k account into your IRA account. There are no penalties or tax deductions for doing this.

It allows an employer to contribute money to retirement accounts for himself and his employees. All sizes of businesses can use this opportunity. Allows the contribution of up to 25% of the income and has no initial or operating cost.

The other types of retirement accounts and plans you should study include:

Traditional pensions
The Federal Thrift Savings Plan
Cash Balance plans
Cash-value life insurance plans
Nonqualified deferred compensations plan (NQDC)

Knowing information about these plans and procedures is a surefire way to increase your knowledge about retirement investments. It also allows you to choose the best option for yourself.

5. Investment

Investment means using your money in such a way that it increases. This means it generates a return over time and boosts your wealth.

So if you want to earn a passive income and build wealth then investment is the only option. That’s why you need to have deep knowledge regarding investment topics. The most common ones include:

1. Asset allocation

It means how to allocate or distribute your money among different types of assets. It is also called a portfolio. Simply you invest in different assets or the same assets of different companies to lower your risk.

For how much time you’re going to invest? There are two types. One is called short-term investments that are less than a year and the second is long-term up to 5 years 10 years or 20 years even perpetual.

It is also called return on investment or ROI. It means how much dollars you earn on your investment. Return can be negative or positive. But a solid way to determine when you’ll achieve your end goal.

4. Risk management

Here you’ll learn how to minimize your risk. Mitigation of risk is an important element of a successful investment strategy and earning positive returns. You must get a deep understanding and learn the techniques regarding risk management.

5. Financial assets

Then comes financial assets where you need to learn about different types of financial assets. This includes stocks, bonds, CDs, T-bills, investment accounts, and derivatives. This helps you better decide on which ones to choose for investment.

6. Investment opportunities

Finding profitable options to put your money into work is a great way to build your wealth. Opportunities range from real estate, the construction industry, health companies, the stock market, the bonds market, commodities markets, mutual funds, etc. But you need to get enough understanding to find the best ones that fit your goal.

So if you put strong hands on these topics you can easily achieve your end goal. And earn better and bigger returns.

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Banking is another major one among personal finance topics. The reason is we all need to interact with banks and accounts. They provide us with different financial services and also protect our money.

So let’s uncover the subtopics under banking you should learn about:

1. Current account

This account has a higher number of allowed transactions as compared with others. Its facility is normally given to business owners with large transactions. They can withdraw money at any time without notice. In Islamic countries, the current account is referred to as an interest-free account.

2. Checking account

These accounts help you deposit and withdraw money. They are normal accounts you use for depositing salary, wage, or any other income source. You can withdraw money through ATMs, checks, and electronic debits. It is also called a demand account or transactional account.

3. Savings account

This account is a normal interest-generating account in which you deposit cash for daily use. It earns a lower interest rate as compared with high-yield savings accounts. The features are also limited like the number of transactions, debit card facility, cheque, and overdrawn.

4. Regular savings accounts

Here you make a fixed deposit each month to this account and the bank gives you a higher return on that amount. The yield is higher as compared with ordinary savings accounts.

5. Certificate of deposit account

In this account, you make a fixed deposit of a lump sum amount for a specific period. During that, you don’t withdraw your money. The financial institution gives you a higher return as compared with the money market and savings accounts. Certificates of deposits are a safe investment strategy to earn more return.

6. Cash management account

This account provides combined features and functions of other accounts like checking, saving, and investment accounts. You get a combined overview of cash in one place and don’t need to make separate bank accounts for each function.

7. High-yield savings account

As the name suggests, it is a high-interest paying savings account. A High Yield Savings account pays 10 to 25 times more interest than a normal savings account. And it is a safe way to generate higher returns.

8. Money market account

These accounts work similarly to savings accounts but with some checking account features. You get to check and debit card options for withdrawal. However, there is a limitation on withdrawals and purchases.

9. Specialty savings account

Designed for specific persons or events not for meeting your bigger financial goals. The most common types include:

Christmas Club savings account
529 college savings account
HSAs or health savings accounts
Home down the payment savings account
Student savings account
Children’s savings account
Custodial savings account

Other than these banking personal finance topics you can study different banking procedures and policies regarding loans and accounts. So that you don’t face any trouble in the future and make better decisions.

7. Budgeting

Budgeting is another financial topic you should understand and implement. It helps you analyze how much you’re earning and where it is going. You get a clear picture of your expenses and easily cut down on extra ones.

Here are some budgeting topics you can learn about:

1. Traditional budget

A very common type of budgeting the majority of people use. You list down your income sources and sum them up, then you list down your expenses and sum up, and find the difference between income and expenses.

You get a clear view of income and spending by finding the difference. If the “income minus spending” is positive this means you’ve money left for savings. Otherwise, you either need to cut back expenses or earn more money.

2. Zero-based budget

In this budget, your income minus expenses goes to zero. Here you assign every dollar of your income a certain job to do. It can be savings, investing, insurance, or achieving seasonal goals. So you need to start each new month’s budget from zero.

3. 50/30/20 rule

It is a simple rule that makes budgeting easier. You divide your after-tax income into three categories. One is called need which is most important, then want, and then saving or paying off debt.

According to this rule, you spend 50% of your after-tax income on needs, 30% on wants, and 20% on savings or to pay the debt.

4. 70/20/10 rule

This rule is similar to the above but with one exception which is a percentage of allocation. Here you spend 70% on needs plus wants, 20% on saving, and 10% on charity and/or paying off debt.

5. Cash-only budget

It is a budgeting method where you spend with cash on all expenses. No credit card or debit card.

6. Spending first budgeting

In this budgeting method, you prioritize your expenses over savings. Simply you first spend your disposable income on expenses then what is left goes to savings or investing. This budgeting method is good if expenses are less than income.

7. Envelope method

Using this method you keep an envelope for each expense and put cash in it. When the cash in that envelope wipes out in spending then you’re done. You don’t spend further on that particular expense. You can simply stick these envelopes on a wall and write the names of each important expense on it. Then start spending on each expense according to need.

The money needed to cover the expense can be determined by taking the last 3 months’ average of each expense. This gives you an idea of the actual amount you need to cover it.

8. Saving the First budget

This method is also called as pay-yourself-first method. You prioritize savings over expenses. The money first goes into a savings account. What is left? Is spent on paying off debt, and other important household and personal expenses.

9. Other budgeting methods

The no budget
Anti budget
Spending ceiling

10. Budgeting apps and software

After budgeting methods come the tools and software for budgeting which make your job a lot easier. They help you track and analyze your finances from a 30,000-foot view.

You can get your hands on them. Here is a list of some easy tools:

You Need A Budget (YNAB)
Every dollar
Personal capital

All of these tools are amazing and you can easily learn them through YouTube video tutorials. They make a lot of your work on automation and save time.

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If you earn money you are liable to pay tax. And it’s our responsibility to pay taxes. But tax is an important part of personal finance. Because you pay a major portion of your income into taxes.

You don’t need to be a tax professional who knows every bit of information and code. But at least you should know how much tax expense you pay this year. Along with that how to save money using different loopholes and benefits.

Whether you need to file federal tax or state tax. And how many deductions you can get.

If you have limited time then you can hire a tax professional to do this for you. But knowing yourself can save you hundreds of dollars.

There are different tax software like TurboTax, Quickbooks, Taxact, Taxpayer, etc. They make your job a lot easier.

9. Insurance

It is compulsory to protect your assets from unwanted risk.

Many types of risks and threats can damage your assets. For example, fire, theft, accident, illness, and any other. Which can ruin your and your family’s financial life. So before any mishap occurs you should take protective steps.

So here comes the need for insurance.

There are different types of insurance which you need to choose according to your requirements. Here are some common types of insurance:

Life Insurance
Car Insurance
House Insurance
Health Insurance
Travel Insurance
Mobile Insurance
Cycle Insurance
Bite-size Insurance

Other things to know are the insurance costs of different companies and policies. Paying attention to that can help you get more out of your insurance policy.

10. Net worth

It is an important factor that determines how much money you have. Networth is simply equal to total assets minus total liabilities. In other words, you subtract debt from your assets, and the remaining value is called your net worth.

Determining your net worth helps you know your financial position. This will help you make better financial choices and know the exact goals you want to achieve.

Also, learn the strategies and tactics to increase it over time. So that you build wealth and get financial freedom.

11. Homeownership

Home is the biggest investment for Americans. And the government is continuously working to provide homes to middle and lower-class families. That’s why important in all personal finance topics.

It is not just buying a house but more than that. It involves several steps and procedures to help you buy a home.

Here is what you should know under the homeownership area:

Checking your affordability
Finding the perfect home
Home Registration and transfer
Applying for a loan to purchase it
Seeing bargains to benefit more
Preparing for downpayment
Determining maintenance costs
Calculating the taxes

And a lot more which you can learn from Google.

What are some recommended business finance topics to include in a presentation?

June 4, 2024 /

Some recommended business finance topics to include in a presentation are financial planning, budgeting, cash flow management, financial analysis, investment strategies, and risk management. These topics are essential for providing a comprehensive understanding of business finance and can help your audience make informed decisions.

How can I create an effective business finance presentation?

Common Challenges in Tailoring Presentations—and Solutions

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How to Write a Teaser Pitch Deck that Captivates

An audience of professionally dressed individuals, both men and women, are attentively listening to a PowerPoint presentation. Many are wearing name badges. The setting appears to be a conference or seminar room with chairs arranged in rows, showcasing the latest pitch deck on the screen.

Tips for a Persuasive How It Works Slide

A man with long hair, wearing a white shirt, is presenting a Pitch Deck on a screen to three colleagues seated around a table in a modern office. The slide shows various charts and graphs. Laptops, plants, and office supplies are on the table.

What Not to Do When Presenting Funding History

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Why Raising Funds Without a Pitch Deck Can Backfire

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200 Finance Dissertation Topics: Quick Ideas For Students

Finance dissertation topics are on-demand in the 21st century. But why is this so? It may perplex you how everyone is up and down looking for interesting, quality finance topics. However, the answer is simple: because fascinating finance dissertation topics can earn students bonus points.

We will delve into that in just a second. Your finance topic dictates the difficulty of the assignment you are going to handle. Landing on the right topic means that you will not have to toil as much as when you pick a highly complex topic. Does it make sense?

Let’s explore the nitty-gritty of finance dissertation papers before we get into mentioning the top-rated finance research topics list.

What Is A Finance Dissertation?

As the name goes, finance dissertation is a kind of writing that investigates a particular finance topic selected by the student. The topics range from the stock market, banking, and risk management to healthcare finance topics.

This dissertation provides the student with a degree of academic self-confidence and personal satisfaction in the finance field. Finance writing requires extensive research to create a persuasive paper in the end.

Writing Tips For Finance Dissertations

Are you uncertain concerning what you need to do to compose a top-notch finance dissertation? Worry no more! Our professional writers have put together some essential suggestions to kick you off. In the next few minutes, you will be in a position to create a perfect finance dissertation painstakingly:

Narrow down your topic : Trim down your finance topic to a specific niche. It should focus on one region; either micro-finance, macro-finance, or internet banking.
Verify your facts : Finance is a field that includes a lot of statistical data to be followed logically. Therefore, verify facts and figures with reliable sources before opting to use them in your paper.
Write concisely : Unlike other papers with long narrative tales, you should encapsulate a finance paper into a tight, concise paper. The rule of ‘short is sweet’ technically applies here at great length.
Arrange your data neatly : A paper that is stuffed with numerals and charts all over may turn down a reader at first sight. For an impressive finance thesis, know-how and when to use your data.
Write simply : Avoid jargon that may confuse an ordinary reader. Where a need is for technical terms to be used, illustrate them with relatable examples. Simplicity is gold in a finance dissertation. So, use it well.

With these tips and tricks, you are all set to start writing your finance paper. We now advance to another crucial part that will make sure your finance paper is refined and at per with your institution’s academic standards.

General Structure of a Finance Dissertation

It is crucial to consult your supervisor regarding your dissertation’s research methodology, structure, style, and reasonable length. Depending on the guidance of your supervisor, the structure may vary. Nonetheless, as a general guide, ensure the following sections are part and parcel of your dissertation:

Introduction: State the problem that you intend to address in your dissertation. It also includes a definition of key terms, the relevance of the topic and a summary of hypotheses.
Theoretical and empirical literature, hypotheses development and contribution: It provides the theoretical framework of your study. The hypotheses are based on the literature review.
Data and methodology: State the model (i.e. dependent and key independent variables) that you want to use the drawing on theoretical framework or economic argument that you may employ for your analysis. Define all control variables and describe the data used to test the hypothesis.
Empirical results: Describe the results and mention whether they are consistent with the hypotheses and relate them with the existing evidence in the literature. You will also describe the statistical and practical/economic significance of your findings.
Summary and conclusion: Summarize your research and state the general conclusion with relevant implications.

It is important to have all the dataset you want to use readily available before finalizing the topic. The dataset is essential for testing your hypotheses.

There are thousands of research topics for finance students available all over the internet and academic books. You only have to browse and lookup for the latest research or refer to past readings or course lectures.

Even though this exercise may look simple enough on the surface, it takes a lot of time to consider what makes for interesting finance topics adequately. Not all ideas you find will achieve the academic requirements that your supervisor expects from you.

Here is a list of freshly mint topics to use for numerous finance situations:

Impressive Healthcare Finance Topics

Healthcare involves more than just treating patients and administering injections. There are finance aspects that also come into play, including:

Strategies for marketplace achievement in turbulent times: Medical staff marketing
Effects of the employer executive compensation and benefits plan after the Tax Reform Act of 1986
Improving profitability through accelerating philanthropic giving to healthcare systems
Acceleration and effective information strategies for cash management in hospitals
Finding the system’s solution to health care cost accounting
How hospitals spend money from charitable organizations and donor funding
Models of enhancing cost accounting efforts by improving existing information sources
Strategies of increasing cash flow with a patient accounting review
A systematic review of productivity, cost accounting, and information systems
A study of the cost accounting strategies under the prospective payment system
How to manage bad debt and charity care accounts in hospitals
Achieving more value from managed care efforts in healthcare systems
Strategies of achieving economies of scale through shared ancillary and support services
Profitable ways of financing the acquisition of a health care enterprise
Effects of mergers and acquisitions on private hospitals
Measuring nursing costs with patient acuity data in hospitals
Affordable treatment and care for long-term and terminal diseases
Survey of the organization and structure of a hospital’s administration concerning financing
Impact of culture and globalization on healthcare financing
Discuss the necessity for universal health coverage in the United States

Finance Management Project Topics

If you are a finance management enthusiast, this section will impress you the most:

The impact of corrupt bank managers on its sustainability
How banks finance small and medium-scale enterprises
Loan granting and its recovery problems on commercial banks
An evaluation of credit management in the banking industry
The role of microfinance banks in the alleviation of poverty in the US
Comparative evaluation strategies in mergers and acquisitions
How to plan and invest in the insurance sector and tax planning
Impact of shareholders on decision-making processes on banks
How diversity in banks affects management and leadership practices
Credit management techniques that work for small scale enterprises
Appraisal on the impact of effective credit management on the profitability of commercial banks
The impact of quantitative tools of monetary policy on the performance of deposit of commercial banks
Financial management practices in the insurance industry and risk management
The role of the capital market in economic development
Problems facing financial institutions to the growth of small scale business in the USA
Why training and development of human resources is a critical factor in bank operations
The impact of universal banking financial system on the credibility
Security threats to effective management in banks
The effect of fiscal and monetary policy in controlling unemployment
The effects of financial leverage on company performance

Topics in Mathematics With Applications in Finance

Mathematics and finance correlate in several ways in that they borrow concepts from each other. Here are some of the mathematics concepts that apply to finance paper topics:

Linear algebra
Probability theory
Stochastic processes
Regression analysis
Value at risk models
Time series analysis
Volatility modelling
Regularized pricing and risk models
Commodity models
Portfolio theory
Factor modelling
Stochastic differential equations
Ross recovery theorem
Option, price, and probability duality
Black-Scholes formula, Risk-neutral valuation
Introduction to counterparty credit risk
HJM model for interest rates and credit
Quanto credit hedging
Calculus in finance and its application

International Finance Topics

International finance research topics deal with a range of monetary exchanges between two or more nations. Below is a list of international research topics in finance for you to browse through and pick a relevant one:

A study of the most important concepts in international finance
How internal auditing enhances good corporate governance practice in an organization
Factors that affect the capital structure of Go Public manufacturing companies
A financial engineering perspective on the causes of large price changes
Corporate governance and board of directors responsibilities
An exploratory study on the management of support services in international organizations
An accounting perspective of the need for theorizing corporation
Impact of coronavirus on international trade relations
Is business ethics attainable in the global market arena
How exchange rates affect international trading
The role of currency derivatives in shaping the global market
How to improve international capital structure
How to forecast exchange rates
Ways of measuring exposure to exchange rates fluctuations
How to hedge exposure to exchange rates fluctuations globally
How foreign direct investment puts individual countries at risk
How to stabilize international capital markets
A study of shadow banking in the global environment
A comparative analysis of Western markets and African markets
Exploring the monetary funding opportunities by the International Monetary Fund

Corporate Finance Research Topics

These 20 topics have the potential to help you write an amazing corporate finance paper, provided you have the will to work hard on your paper:

Short- and long-term investment needs for working capital trends
Identifying proper capital structure models for a company
How capital structure and an organization’s funding of its operations relate
Corporate finance decision making in unstable stock markets
The effect of firm size on financial decision making incorporates
Compare and contrast the different internationally recognized corporate financial reporting standards
Evaluate the emerging concept integrated reporting in corporate finance
Managing transparency in corporate financial decisions
How technological connectivity has helped in integrated financial management
How different investment models contribute to the success of a corporate
The essence of valuation of cash flows in financial and non-financial corporates
Identify the prevalent financial innovations in the USA
Ways in which governance influences corporate financial activities
Impact of taxes on dividend policies in developed nations
How corporate strategies related to corporate finance
Implications of the global economic crisis in the backdrop of corporate finance concepts
How information technology impact corporate relations among companies
Evaluate the effectiveness of corporate financing tools and techniques
How do FDI strategies compare in Europe and Asia?
The role of transparency and liquidity in alternative corporate investments

Finance Debate Topics

These finance debate topics are formulated in keeping with emerging financial issues globally:

Is China’s economy on the verge of ousting that of the US?
Does the dynamic nature of the global market affect the financial alienations of countries?
Is Foreign Direct Investment in retail sector good for the US?
Is it possible to maintain stable oil prices in the world?
Are multinational corporations good for the global economy?
Does the country of origin matter in selling a product?
Are financial companies misusing ethics in marketing?
Why should consumer always be king in marketing messages?
Does commercialization serve in the best interest of the consumer?
Why should companies bother having a mission statement?
Why should hospitals receive tax subsidies and levies on drugs?
Is television the best medium for advertisement?
Is the guarantor principle security or a myth?
Compare and contrast market trends in capitalism versus Marxism states
Does the name of a business have an impact on its development record?
Is it the responsibility of the government to finance small-scale business enterprises?
Does budgeting truly serve its purpose in a company?
Why should agricultural imports be banned?
Is advertising a waste of company resources?
Why privatization will lead to less corruption in companies

Finance Topics For Presentation

Is your group or individual finance presentation giving you sleepless nights just because you do not have a topic? Worry no more!

The role of diplomatic ties in enhancing financial relations between countries
Should banks use force when recovering loans from long-term defaulters?
Why mortgages are becoming difficult to repay among the middle class
Ways of improving the skilled workforce in developing
How technology creates income disparities among social classes
The role of rational thinking in making financial decisions
How much capital is necessary for a start-up?
Are investments in betting firms good for young people?
How co-operatives are important in promoting communism in a society
Why should countries stop receiving foreign aids and depend on themselves?
Compare and contrast the performance of private sectors over public sectors
How frequent should reforms be conducted in companies?
How globalization affects nationalism
Theories of financial development that is still applicable today
Should business people head the finance ministry of countries?
The impact of the transport sector on revenue and tax collection
The impact of space exploration on the country’s economy
How regional blocs are impacting developing nations
Factors contributing to the growth of online scams
What is the impact of trade unions in promoting businesses?

Finance Research Topics For MBA

Here is our best list of top-rated MBA financial topics to write about in 2023, which will generate more passion for a debate:

Evaluate the effect of the Global crisis to use the line of credit in maintaining cash flow
Discuss options for investment in the shipping industry in the US
Financial risk management in the maritime industry: A case study of the blue economy
Analyze the various financial risk indicators
Financial laws that prevent volatility in the financial market
How the global recession has impacted domestic banking industries
Discuss IMF’s initiatives in tackling internal inefficiency of new projects
How the WTO is essential in the global financial market
The link between corporate and capital structures
Why is it important to have an individual investment?
How to handle credit crisis in financial marketing
Financial planning for salaried employee and strategies for tax savings
A study on Cost And Costing Models in Companies
A critical study on investment patterns and preferences of retail investors
Risk portfolio and perception management of equity investors
Is there room for improvement in electronic payment systems?
Risks and opportunities of investments versus savings
Impact of investor awareness towards commodities in the market
Is taxation a selling tool for life insurance
Impact of earnings per share

Public Finance Topics

These interesting finance topics may augur well with university students majoring in public finance:

Financial assistance for businesses and workers during Coronavirus lockdowns
Debt sustainability in developing countries
How we can use public money to leverage private funds
Analyze the use of public funds in developed versus developing countries
The reliability of sovereign credit ratings for investors in government securities
Propose a method of analysis on the cost-benefit ratio of any government project
The role of entities in charge of financial intermediation
The reciprocity and impact of tariff barriers
Impact of the exempted goods prices on the trade deficit
Investor penalties and its impact in the form of taxes and penalties
Public government projects that use private funds
Ways of measuring the cost of sustainability
Maintaining economic growth to avoid a strong recession
The impact of the declining income and consumption rates
Effects of quarantine and forced suspension of economic activity
Innovative means of limiting the scale of pandemic development
The growing scale of the public debt of the public finance system
A critical analysis of the epidemiological safety instruments used in countries
The growing debt crisis of the state finance system
How to permanently improve and increase the scale of anti-crisis socio-economic policy planning

Business Finance Topics

You can address the following business finance research papers topics for your next assignment:

How organizations are raising and managing funds
Analyze the planning, analysis, and control operations and responsibilities of the financial manager
Why business managers should take advantage of the federal stimulus package
Economical ways of negotiating for lower monthly bills
Evaluate the best retirement plans for entrepreneurs
Tax reform changes needed to spearhead businesses to the next level
How politicians can help small businesses make it to the top
Setting up life insurance policies from which you can sidestep the banks and loan yourself money
Why every business manager should know about profit and loss statements, revenue by customers and more.
Advantages of creating multiple corporations to business entrepreneurs
Why good liquidity is a vital weapon in the face of a crisis
Reasons why many people are declaring bankruptcy during the coronavirus pandemic
Why you should closely examine the numbers before making any financial decisions
Benefits of corporations to small scale business ventures
How to start a business without money at hand
Strategies for improving your company’s online presence
Discuss the challenge of debt versus equity for small-scale businesses
The impact of financial decisions on the profitability and the risk of a firm’s operations
Striking a balance between risk and profitability
Why taking the ratio of current assets to current liabilities is important to any business

You can use any of the hot topics mentioned above for your finance dissertation paper or opt for our thesis writing services. We have competitive finance dissertation writing experts ready to tackle your paper to the core.

Try us today!

Avoid These 3 Pitfalls When Giving a Sales Presentation

Terri L. Sjodin

Lessons from a study of almost 5,000 sales professionals.

A study examined the habits of almost 5,000 sales professionals whose livelihoods depend on their ability to build and deliver persuasive presentations. The findings revealed 12 common mistakes that were consistently self-reported among respondents. Here are the top three to avoid when giving a sales presentation: being overly informative vs. persuasive, failing to close, and “winging it.”

When you work in sales, no business skill is more essential than effective communication. This is especially true when it comes to giving presentations, whether you are presenting in person, over the telephone, or via a videoconferencing platform. Getting to the point, connecting with others quickly, and making a strong pitch can be the difference between moving a transaction forward or losing an opportunity.

TS Terri L. Sjodin is an award-winning speaker who has specialized in helping people build and deliver more polished, persuasive, and effective presentations for over 30 years. She is the principal and founder of Sjodin Communications , a public speaking, sales training, and consulting firm based in Newport Beach, CA. Her latest book, Presentation Read y , (McGraw-Hill, March 2024) expands on this material.

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News and events

UKEB seeks stakeholder views on IASB's standard: IFRS 18 Presentation and Disclosure in Financial Statements

News types: Codes and Standards Announcements

Published: 2 August 2024

Issued on behalf of the UKEB: IFRS 18 UKEB webinar recording and surveys; UKEB welcomes the IASB’s publication of its Exposure Draft (ED) Climate-related and Other Uncertainties in the Financial Statements.

UKEB Webinar and Surveys: IFRS 18 Presentation and Disclosure in Financial Statements

The recording of the UKEB Webinar on IFRS 18 Presentation and Disclosure in Financial Statements is now available to view . This event featured a presentation by IASB Member Nick Anderson on the main requirements of IFRS 18 and a discussion of the key issues by a panel of preparers and a user of accounts. The UKEB also shared the timeline and planned activities for its endorsement work of IFRS 18.

As part of UKEB’s endorsement and adoption work, it is now seeking UK stakeholder views on the IASB’s standard. To aid its endorsement work, the UKEB has launched surveys for UK users of accounts and preparers to gather their views on IFRS 18. The surveys take around 20–40 minutes to complete (depending on stakeholders’ familiarity with IFRS 18). Stakeholder comments are welcome until 6 September 2024. Click to participate in our user and preparer surveys. If you have any questions regarding the surveys feel free to contact us at [email protected] .

For further information on IFRS 18, see the UKEB project page and the IASB website .

IASB Exposure Draft Climate-related and Other Uncertainties in the Financial Statements - Proposed Illustrative Examples

The UKEB welcomes the IASB’s publication of its Exposure Draft (ED) Climate-related and Other Uncertainties in the Financial Statements clarifying how companies report such matters in their financial statements by means of proposed illustrative examples. The UKEB will be seeking stakeholder feedback in due course. For further information, see the UKEB project page .

The ED contains eight illustrative examples which demonstrate how an entity could apply the requirements in IFRS Accounting Standards to these areas in its financial statements. The IASB has sought to reinforce compatibility with IFRS Sustainability Disclosure Standards when developing the examples. The IASB will consider all comments received in writing by 28 November 2024.

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Research Topics & Ideas: Finance

Overview: Finance Research Topics

Corporate Finance

Investment Banking

Private Equity & Venture Capital (VC)

Asset Management

Hedge Funds

Financial Planning and Advisory

Quantitative Finance

Treasury Management

Financial Technology (FinTech)

Commercial Banking

International Finance

Choosing A Research Topic

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9 Financial Topics You Need An Understanding Of

1. Budgeting

Budgeting methods

50/30/20 budget

Zero-based budget

Pay yourself first

Envelope system

Budgeting apps

Revolving vs. non-revolving debt

Secured vs. unsecured debt

Understanding your debt

3. Net worth

Credit report

Credit score

The importance of credit

6. Investing

Investing 101

Asset allocation

Time horizon

Diversification

Risk tolerance

7. Homeownership

Only buy what you can afford

Save for a down payment

Maintain a home emergency fund

9. Insurance

The bottom line

Erin Gobler

Top 140 Finance Research Paper Topics

Finding Excellent Topics in Finance

Research Topics In Finance

Finance Research Topics For MBA

Corporate Risk Management Topics

Healthcare Finance Research Topics

Corporate Finance Topics

Business Finance Topics

International Finance Topics

Finance Research Paper Ideas

Personal Finance Topics

Finance Topics For Presentation

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How to make a financial presentation interesting in 7 steps

1. Communicate the story behind the data

2. Follow the 10-20-30 rule

3. Hide your notes and bullet points

4. Make it picture perfect

5. Channel the pros

6. Arrange for discussion

7. Open and close

Make a financial presentation interesting

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