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FINANCIAL PLANNING
PROCESS
Your Company Name
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Agenda
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MISSION
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VISION
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GOAL
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STRATEGIES
Our Mission
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TOM TORRES
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JOHN TORRES
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MARRY TORRES
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ANITA TORRES
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Our Team
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About Us
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Retirement
Planning
Estate
Planning
Investment
Planning
Wealth
Accumulation
Insurance
Planning
Education
Planning
Tax
Planning
Cash flow
Management
Debt
Management
Corporate
Strategies
Our Financial
Planning
Process
Financial Planning
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Gather Data &
Agree Goals
Define The
Relationship
Analysis &
Evaluation
Create & Present
Solution In A Plan
Implement
The Plan
Review &
Report
The Financial
Planning Process
Steps in Financial Planning Process
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Education
Funding
Retirement
Funding
General
Investment Fund
Reduction Of
Tax Burden
Investment
And Property
Management
Emergency
Funding
Protection Against
Personal
Risk
Financial
Planning
Objectives Of Financial Planning
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The Financial Pyramid
9
Ideal Foundation
Risk Foundation
Investment
Debt Reduction
Emergency Fund
Insurance(Protection)
Net Worth, Cash Flow, Risk to Lerance
Goal
Investment
Insurance(Saving +
Protection)
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• Express concerns, hopes and goals
• Do not procrastinate
• Be honest with your answer to question
• Live within your current income and do
not live up to or beyond it
• Be open to formulating A financial plan
and identifying strategies to reach goals
and objective
Client
• Implementing and monitoring financial
plan
• Analyzing client circumstances and
prepare financial plan
• Explaining financial concept and
clarify client goal
• Evaluating client’
Planner
Responsibilities Of Client And Planner
10
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Personal Details
Basic Financial Details
Cash Flow
Insurance
Estate Planning
Qualitative Information
Attitude to Risk
Requirements Of Data Collection Form
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Investing
02
Operations
01
Supplemental
Information
03
Financing
04
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Cash flow Analysis
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Customer Order
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Inventory Management
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Invoicing, Credit
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Control
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Order Fulfilment
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Cash Flow Control
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Balance Sheet(RM’000)
No. of Shares in Issue 85.200 85.200 85.200
Paid-up Share Capital 42.600 42.600 42.600
Shareholders’ Funds 53.458 58.776 65.700
NTA per Share (RM) 0.63 0.69 0.77
Income(RM’000) 2013 2014 2015 2016 2017
Turnover 111.142 119.491 141.270 160.832 188.079
PBT 7.001 8.166 8.819 11.061 13.691
PAT after ml 5.129 5.819 6.625 7.740 9.688
Net EPS 6.02 6.83 7.78
Gross Dividend per Share 4.00
Financial Highlights
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BUSINESS INFOGRAPHIC
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0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
JAN FEB MAR APR MAY JUNE JULY AUG SEP OCT NOV DEC
Financial Growth Analysis
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March 15th
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October
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January to
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November to
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Financial Planning Timeline
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25%
10%
45%
10%
10%
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Resource Capacity Planning
17
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Goal
JAN
FEB
MAR
APR
MAY
JUN
Budget Financial Plan
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Review
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Define
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Analyze
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Solve
05
01
02
03
04
Budget Financial Plan
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Net Present Value
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Internal Rate Of Return
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Profitability Index
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Payback
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Discounted Payback
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10%
65%
35%
45%
20%
20%
65%35%
45%
10%
New Capital Budgeting
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Budget Monitoring Process
Services
Performance
Impact on Future Years
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Take Actions on “Variances”
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Approved Budget
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Compare with Actual Spending
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80%
60%
40%
15%
10%
0% 20% 40% 60% 80% 100%
2017
2016
2015
2014
2013
Annual Financial Budget
23
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Your Text Here
Put Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Put Text Here
Your Text Here
Your Text Here
Your Text Here
$100 $1593
$140 $1458
$120 $1560
$160 $1639
$160 $1780
$180 $1592
$130 $2025
Cost Comparison
Cost Comparison Table
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30%
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45%
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60%
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75%
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90%
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Comparison
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0 100
20
10
30
40
80
90
70
60
50
Risk
Low
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High
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Middle
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Risk Tolerance Analysis
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0
2
4
6
8
10
12
14
5 10 15 20 25 30 35 40 45
AnnualizedReturn
Annualized Standard Deviation
Risk Return Plot
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High
High
High
High
Med
High
Med
Low
Low
Low
Low
Low
High
Med
High
Investment RewardRisk –Reward Matrix
Investment
Risk
Risk Reward Matrix
28
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$2.05
$3.35
$5.65
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
FY06 FY12 FY18
Text Here +2.9%
Text Here +5.4%
Text Here +2.4%
Text Here +3.8%
Text Here +6.3%
Text Here +8.5%
Text Here
390.2
Billion
Text 9%Text 15%Text Here 31%
Text Here 42% Text 5%Text 11%Text Here 27%
Assets 2016 2017
Current Assets
Cash 11,874 22,540
Accounts Receivable 1,000 2,000
Inventory 1,000 2,500
Prepaid Expenses 1,500 3,000
Short-Team
Investments 500 1,500
Total Current
Assets
$15,874 $31,540
Fixed (Long-Term) Assets
Long-Term
Investments $1,200 $500
Propety,Plant And
Equipment $15,340
$1,200
Total Assets $16540 $1,700
Financial Balance Sheet Dashboard
29
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Basic Standard Professional Business Marketing
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
$ your Text
Here
$ your Text
Here
$ your Text
Here
$ your Text
Here
$ your Text Here
Financial Value Segmentation
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Investment
Non-Guaranteed
Return Investment
Guaranteed Return
Investment
Fixed Deposit
Post-Office
Scheme
Provident Fund
PPF
Equity
Gold
Commodity
Real Estate
ULIP
Mutual Fund Physical Form
Mutual Fund Stock Market
Sectorial
Equity Fund
Diversified
Equity Fund
Mutual Fund Stock Market
Investment Flow Chart
31
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Provide Last Year’s
Tax Return
Analyze Situation And
Project Tax Saving
Deliver Contact
Outlining Fees
Research And
Analysis
Implement Tax
Saving Strategies
Gather Additional
Information
Tax
Planning
Process
Tax Planning
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Post It
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WORLD NEWS
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News Paper
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01 02
0304
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Puzzle
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Healthy Lifestyles
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Saving Money
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Creatively And
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Health and social
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Skill And Confidence
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Communicating And
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01
02
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04
05
06
Target
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01
02
03
04
05
06
07
Win-win
Conversation
Negotiation
Skills
Teamwork
Influencing
Skills
Presentation
Skills
Selling Skills
Business Writing
Skills
Circular
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Achieve
Task
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Venn
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Mind Map
Text
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Here
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Text
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Text
TextText
Text
Text
Text
Text
Text
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Matrix
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Lego
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Supplier Power
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Potential Entrants
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Threat Of Substitutes
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Silhouettes
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80%
2016
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100%
2017
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Location
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Timeline
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Management Production
Development
Sales
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Hierarchy
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Magnifying Glass
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attention. This slide is 100% editable. Adapt it to your needs and
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Help To Retain Control Of
The Project Schedule
Project
Schedule
Model
Maintenance
Rules Of
Performance
Measurement
(EVM)
Control
Thresholds
& Formats
Funnel
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Dashboard
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audience's attention.
THANK YOU
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Client Financial And Budget Planning Process PowerPoint Presentation PPT

  • 1. FINANCIAL PLANNING PROCESS Your Company Name 1 Instructions to download this editable PPT Presentation are in the last slide
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  • 3. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. MISSION This slide is 100% editable. Adapt it to your needs and capture your audience's attention. VISION This slide is 100% editable. Adapt it to your needs and capture your audience's attention. GOAL This slide is 100% editable. Adapt it to your needs and capture your audience's attention. STRATEGIES Our Mission 3 Instructions to download this editable PPT Presentation are in the last slide
  • 4. TOM TORRES This slide is 100% editable. Adapt it to your needs and capture your audience's attention. JOHN TORRES This slide is 100% editable. Adapt it to your needs and capture your audience's attention. MARRY TORRES This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ANITA TORRES This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Team 4 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 5. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. About Us 5 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 7. Gather Data & Agree Goals Define The Relationship Analysis & Evaluation Create & Present Solution In A Plan Implement The Plan Review & Report The Financial Planning Process Steps in Financial Planning Process 7 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 8. Education Funding Retirement Funding General Investment Fund Reduction Of Tax Burden Investment And Property Management Emergency Funding Protection Against Personal Risk Financial Planning Objectives Of Financial Planning 8 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 9. The Financial Pyramid 9 Ideal Foundation Risk Foundation Investment Debt Reduction Emergency Fund Insurance(Protection) Net Worth, Cash Flow, Risk to Lerance Goal Investment Insurance(Saving + Protection) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 10. • Express concerns, hopes and goals • Do not procrastinate • Be honest with your answer to question • Live within your current income and do not live up to or beyond it • Be open to formulating A financial plan and identifying strategies to reach goals and objective Client • Implementing and monitoring financial plan • Analyzing client circumstances and prepare financial plan • Explaining financial concept and clarify client goal • Evaluating client’ Planner Responsibilities Of Client And Planner 10 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 11. Personal Details Basic Financial Details Cash Flow Insurance Estate Planning Qualitative Information Attitude to Risk Requirements Of Data Collection Form 11 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 12. Investing 02 Operations 01 Supplemental Information 03 Financing 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cash flow Analysis 12 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 13. Customer Order This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Inventory Management This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Invoicing, Credit This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Control This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Order Fulfilment This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cash Flow Control 13 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 14. Balance Sheet(RM’000) No. of Shares in Issue 85.200 85.200 85.200 Paid-up Share Capital 42.600 42.600 42.600 Shareholders’ Funds 53.458 58.776 65.700 NTA per Share (RM) 0.63 0.69 0.77 Income(RM’000) 2013 2014 2015 2016 2017 Turnover 111.142 119.491 141.270 160.832 188.079 PBT 7.001 8.166 8.819 11.061 13.691 PAT after ml 5.129 5.819 6.625 7.740 9.688 Net EPS 6.02 6.83 7.78 Gross Dividend per Share 4.00 Financial Highlights 14 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 15. BUSINESS INFOGRAPHIC This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 JAN FEB MAR APR MAY JUNE JULY AUG SEP OCT NOV DEC Financial Growth Analysis 15 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 16. March 15th This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. October This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. January to March This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. November to December This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. July to October This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Financial Planning Timeline 16 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 17. 25% 10% 45% 10% 10% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This. slide is 100% editable Adapt it to your needs and capture your audience's attention. Resource Capacity Planning 17 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 18. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal JAN FEB MAR APR MAY JUN Budget Financial Plan 18 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 19. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Review This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ImplementThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. Define This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Analyze This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Solve 05 01 02 03 04 Budget Financial Plan 19 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 20. 20 Download this deck as an Editable PowerPoint Presentation on SlideTeam You can download this complete deck from www.slideteam.net -> 'Complete Decks' -> ‘Client Financial And Budget Planning Process’ Click for Next Slides
  • 21. Net Present Value This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Internal Rate Of Return This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Profitability Index This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Payback This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Discounted Payback This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10% 65% 35% 45% 20% 20% 65%35% 45% 10% New Capital Budgeting 21 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 22. Budget Monitoring Process Services Performance Impact on Future Years Adapt it to your needs and capture your audience's attention. Take Actions on “Variances” Adapt it to your needs and capture your audience's attention. Approved Budget Adapt it to your needs and capture your audience's attention. Compare with Actual Spending Adapt it to your needs and capture your audience's attention. 22 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 23. 80% 60% 40% 15% 10% 0% 20% 40% 60% 80% 100% 2017 2016 2015 2014 2013 Annual Financial Budget 23 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 24. Your Text Here Put Text Here Your Text Here Your Text Here Your Text Here Your Text Here Put Text Here Your Text Here Your Text Here Your Text Here $100 $1593 $140 $1458 $120 $1560 $160 $1639 $160 $1780 $180 $1592 $130 $2025 Cost Comparison Cost Comparison Table 24 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 25. 30% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 45% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 60% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 75% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 90% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comparison 25 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 26. 0 100 20 10 30 40 80 90 70 60 50 Risk Low This slide is 100% editable. Adapt it to your needs and capture your audience's attention. High This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Middle This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Risk Tolerance Analysis 26 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 27. 0 2 4 6 8 10 12 14 5 10 15 20 25 30 35 40 45 AnnualizedReturn Annualized Standard Deviation Risk Return Plot 27 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 28. High High High High Med High Med Low Low Low Low Low High Med High Investment RewardRisk –Reward Matrix Investment Risk Risk Reward Matrix 28 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 29. $2.05 $3.35 $5.65 $0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 FY06 FY12 FY18 Text Here +2.9% Text Here +5.4% Text Here +2.4% Text Here +3.8% Text Here +6.3% Text Here +8.5% Text Here 390.2 Billion Text 9%Text 15%Text Here 31% Text Here 42% Text 5%Text 11%Text Here 27% Assets 2016 2017 Current Assets Cash 11,874 22,540 Accounts Receivable 1,000 2,000 Inventory 1,000 2,500 Prepaid Expenses 1,500 3,000 Short-Team Investments 500 1,500 Total Current Assets $15,874 $31,540 Fixed (Long-Term) Assets Long-Term Investments $1,200 $500 Propety,Plant And Equipment $15,340 $1,200 Total Assets $16540 $1,700 Financial Balance Sheet Dashboard 29 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 30. Basic Standard Professional Business Marketing Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here $ your Text Here $ your Text Here $ your Text Here $ your Text Here $ your Text Here Financial Value Segmentation 30 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 31. Investment Non-Guaranteed Return Investment Guaranteed Return Investment Fixed Deposit Post-Office Scheme Provident Fund PPF Equity Gold Commodity Real Estate ULIP Mutual Fund Physical Form Mutual Fund Stock Market Sectorial Equity Fund Diversified Equity Fund Mutual Fund Stock Market Investment Flow Chart 31 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 32. Provide Last Year’s Tax Return Analyze Situation And Project Tax Saving Deliver Contact Outlining Fees Research And Analysis Implement Tax Saving Strategies Gather Additional Information Tax Planning Process Tax Planning 32 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 33. Post It 33 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
  • 34. WORLD NEWS This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. News Paper 34 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
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  • 40. 40 Download this deck as an Editable PowerPoint Presentation on SlideTeam You can download this complete deck from www.slideteam.net -> 'Complete Decks' -> ‘Client Financial And Budget Planning Process’ Click for Next Slides
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  • 50. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Help To Retain Control Of The Project Schedule Project Schedule Model Maintenance Rules Of Performance Measurement (EVM) Control Thresholds & Formats Funnel 50 Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
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  • 56. 56 Download this deck as an Editable PowerPoint Presentation on SlideTeam You can download this complete deck from www.slideteam.net -> 'Complete Decks' -> ‘Client Financial And Budget Planning Process’