Financial planning process 3 powerpoint ppt slides.
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The document describes a 5-step financial planning process: Step 1 involves understanding the client's personal circumstances. Step 2 is to design the financial strategy. Step 3 is to produce and present a statement of advice. Step 4 is to implement the recommendations. Step 5 is to continuously review and monitor the client's finances.
Financial planning process 3 powerpoint ppt slides.
- 1. Financial Planning Process – Style 3 Step 1 Understand Your Personal Step 2 Circumstances Design the Financial Step 3 Strategy Produce and Present Your Statement of Advice Step 4 Implement the Step 5 Recommendations Continuously Review & Monitor www.slideteam.net Your Logo
- 2. Financial Planning Process – Style 3 Your Text Here Step 1 Your Text Goes here. Download Step 2 this awesome diagram • Your Text Goes here Step 3 • Download this awesome diagram • Bring your presentation to life Step 4 • Capture your audience’s attention Step 5 • All images are 100% editable in PowerPoint • Pitch your ideas convincingly • Your Text Goes here www.slideteam.net Your Logo Your Logo
- 3. Financial Planning Process – Style 3 Put Text Here Step 1 Your Text Goes here. Download Step 2 this awesome diagram • Your Text Goes here Step 3 • Download this awesome diagram • Bring your presentation to life Step 4 • Capture your audience’s attention Step 5 • All images are 100% editable in PowerPoint • Pitch your ideas convincingly • Your Text Goes here www.slideteam.net Your Logo Your Logo
- 4. Financial Planning Process – Style 3 Your Text Here Step 1 Your Text Goes here. Download Step 2 this awesome diagram • Your Text Goes here Step 3 • Download this awesome diagram • Bring your presentation to life Step 4 • Capture your audience’s attention Step 5 • All images are 100% editable in PowerPoint • Pitch your ideas convincingly • Your Text Goes here www.slideteam.net Your Logo Your Logo
- 5. Financial Planning Process – Style 3 Put Text Here Step 1 Your Text Goes here. Download Step 2 this awesome diagram • Your Text Goes here Step 3 • Download this awesome diagram • Bring your presentation to life Step 4 • Capture your audience’s attention Step 5 • All images are 100% editable in PowerPoint • Pitch your ideas convincingly • Your Text Goes here www.slideteam.net Your Logo Your Logo
- 6. Financial Planning Process – Style 3 Your Text Here Step 1 Your Text Goes here. Download Step 2 this awesome diagram • Your Text Goes here Step 3 • Download this awesome diagram • Bring your presentation to life Step 4 • Capture your audience’s attention Step 5 • All images are 100% editable in PowerPoint • Pitch your ideas convincingly • Your Text Goes here www.slideteam.net Your Logo Your Logo
- 7. All images are 100% editable in PowerPoint “Change color, size and orientation of any icon to your liking” www.slideteam.net
- 8. Ungrouping the object 2 1 3 1. Right click the object. 2. Choose Group and then Ungroup. 3. Click beside the object and drag the arrow over it. www.slideteam.net
- 9. Edit Color 2 3 1 1. Select the shape to change the color and Right click the object( click any object which you want to change color) 2. Choose Format Shape in the dialog box. 3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the appearance of the object. Change colour as shown in the picture. www.slideteam.net