Financial Plan Digital Template v2

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Financial Plan Digital Template v2

Financial Plan Digital Template v2 | RGB Color Model | Clean and Contemporary Design | 595x841px (A4 Format) | Easily color change (Global Swatch) | 52 Pages | Ready Page Transitions (Export as Interactive PDF) | Also includes Premade tables

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Financial Plan Digital Template v2 Preview & Details

Corporate Financial Planning Template

A financial plan is a comprehensive evaluation of someone’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

In business, a financial plan refers to the three primary financial statements (Balance Sheet emplates, income statement, and cash flow statement) created within a business plan. Financial forecast or financial plan also refers to an annual projection of income and expenses for a company, division or department. A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a company.

Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.

The Financial Planning activity involves the following tasks:

  • – Assess the business environment
  • – Confirm the business vision and objectives
  • – Identify the types of resources needed to achieve these objectives
  • – Quantify the amount of resource (labor, equipment, materials)
  • – Calculate the total cost of each type of resource
  • – Summarize the costs to create a budget
  • – Identify any risks and issues with the budget set

Performing Financial Planning is critical to the success of any organization. It provides the Business Plan with rigor, by confirming that the objectives set are achievable from a financial point of view. It also helps the CEO to set financial targets for the organization, and reward staff for meeting objectives within the budget set.

The role of financial planning includes three categories:

  • – Strategic role of financial management
  • – Objectives of financial management
  • – The planning cycle

When drafting a financial plan, the company should establish the planning horizon, which is the time period of the plan, whether it be on a short-term (usually 12 months) or long-term (2–5 years) basis. Also, the individual projects and investment proposals of each operational unit within the company should be totaled and treated as one large project. This process is called aggregation.

Used Fonts

Useful info

User Skill Requirements

Average Editing Time for Beginners
Average Editing Time for Advanced Users

Help Guide Included!

This Template comes with 100 .ase Color Palettes for Adobe InDesign!

Mockups are not included & are used for preview purposes only!

Images are not included due to licensing reasons!

How to backwards save InDesign files and open them in previous versions

  1.  Open the .idml file included in itms folder. (Note: .idml files are compatible with InDesign CS4 and later.)
  2. Save as .indd with your version of inDesign. Now you are ready to edit this template.

Additional Information




A4 Portrait

Color Model



Adobe InDesign


.IDML file (compatible with Adobe InDesign CS4 or Later), .INDD file (compatible with Adobe InDesign CC), .PDF Preview file

Number of Pages


Number of Spreads


Special Features

Auto Page Numbering, Editable Charts, Editable Graphs, Editable Tables, Global Swatch, Image Placeholders, Layered, Master Pages, Page Transitions, Spread Design, Vector Elements

Free Fonts

Caviar Dreams, Open Sans

Number of Files Included



Extended Type of License, Regular Type of License

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