Financial services business plan template

Twenty slides covering your products, the market, your regulatory position, full financial statements, and the funding request. Select it, brand it to your firm in one click, add your content, and export to PowerPoint, Google Slides, or Keynote.

Use this template See all 20 slides

Free to start. No credit card required.

Slide 01

Title

Firm name, the positioning line, and who's presenting.

Built using “Title” slide

Slide 02

Executive Summary

Company overview, mission and vision, with a photo.

Built using “Image Gallery” slide

Slide 03

Executive Summary

Key highlights and the funding request: performance metrics beside capital requirements.

Built using “Simple Numbers” slide

Slide 04

Company Overview

Legal structure, ownership breakdown, and company history.

Built using “One Pager / Snapshot” slide

Slide 05

Services

Your product lines with the revenue share and growth rate on each.

Built using “Pricing” slide

Slide 06

Market Analysis

Industry overview, market size and trends, with the regulatory environment beside it.

Built using “Market Size” slide

Slide 07

Target Market

Customer segments profiled with demographics, needs, and value to the firm.

Built using “Customer Persona” slide

Slide 08

Competitive Landscape

A two-by-two matrix showing where you sit against everyone else.

Built using “Competitive Landscape” slide

Slide 09

Competitive Advantage

Your differentiators and the value proposition behind each.

Built using “Simple Text (with Icons)” slide

Slide 10

Marketing & Sales Strategy

Customer acquisition cost, retention channels, and the sales approach.

Built using “Mindmap” slide

Slide 11

Operations Plan

Technology infrastructure and core processes, beside operational excellence.

Built using “Grouping” slide

Slide 12

Team

Four leaders with photos and the organizational structure behind them.

Built using “Team” slide

Slide 13

Regulatory Strategy

Licenses, compliance framework, and risk management, side by side.

Built using “Simple Text” slide

Slide 14

Financial Projections

Five-year revenue and growth forecast, charted with the figures tabled beneath.

Built using “KPI Dashboard” slide

Slide 15

Income Statement

Projected profit and loss with the expense structure charted.

Built using “Financial Table” slide

Slide 16

Cash Flow Statement

Cash position and break-even analysis.

Built using “Financial Table” slide

Slide 17

Balance Sheet

Assets, liabilities, and capital structure.

Built using “Financial Table” slide

Slide 18

Funding Request

Total capital required, split across the uses and the milestones each one buys.

Built using “Investment” slide

Slide 19

Risk Assessment

Each risk with its impact, probability, and the mitigation against it.

Built using “Comparison” slide

Slide 20

Thank You

Contact details and a clean close.

Built using “Thank You” slide

About the financial services business plan template

The structure, the slides, your brand, and a file you can edit anywhere.

Built for the standard a regulated firm is held to

A financial services firm gets held to a higher standard than most businesses. Whoever reads the plan wants the licenses and the compliance framework as well as the numbers, and they want the numbers in full, not summarized. This template carries a regulatory strategy slide and three complete statements: income, cash flow, and balance sheet. The usual market and operations sections sit alongside them. It follows the Classic SBA Model, so the order is one lenders and investors already know.

Built from 9,000+ slides across 134+ categories

Every slide here comes from the same library. Financial tables, competitive landscapes, market sizing, and KPI dashboards are already in it, so adding a second product line or a fuller compliance breakdown takes a minute. Everything sits on the same grid, so the layout still holds.

Brand the whole presentation in one click

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time. Your business plan, client presentations, and board updates all look like they came from one firm.

Export to PowerPoint, Google Slides, or Keynote

You get a real file, not a locked link. Export it and keep editing in the tool you already use, so the three statements stay current when the figures change.

How Choladeck works

From blank page to finished presentation in four steps.

STEP 01

Browse 9,000+ slides across 134+ categories, or open one of the 74 premade presentations.

STEP 02

Add your logo, colors, and fonts in one click. The whole presentation instantly matches your company.

STEP 03

Add your text, numbers, charts, and tables. Everything on the slide is editable.

STEP 04

Send it to PowerPoint, Google Slides, or Keynote, and present.

Build your own

Nothing here fits? Build your own financial services business plan

This template is assembled from the same 9,000+ slides. Pick the slides you need, drop them into one file, and brand the whole thing in one click.

Open the slide library Book a demo

Questions about the financial services business plan template

What's inside the template, and how far you can change it.

Using the template

Is the template fully editable?

Yes. Text, tables, charts, icons, and colors on every slide are yours to change. Nothing is locked and nothing is a flat image.

How do I brand it to my firm?

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time.

Can I add slides from the slide library?

Yes. Add any slide from the library into this one, or swap out one that doesn't fit. Everything works together.

What's included

Are full financial statements included?

Yes. Income statement, cash flow with break-even, and balance sheet with capital structure, each on its own slide with the figures tabled.

Is compliance covered?

Yes. The regulatory strategy slide covers licenses, the compliance framework, and risk management together.

Is placeholder content included?

Yes. Every slide comes with realistic text, sample figures, and filled-in charts, so you can see how the financial services business plan reads before you put your own numbers in.

Start your financial services business plan
from one that's already done

Pick it, brand it, add your content, and export.

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Financial services business plan template