Looking for Freelance Certified Financial Planner Templates to download? See the main templates that a Freelance Certified Financial Planner would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Certified Financial Planner role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Certified Financial Planner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Financial Planning Template
2. Budgeting Spreadsheet
3. Investment Analysis Template
4. Retirement Planning Spreadsheet
5. Tax Planning Template
6. Cash Flow Projection Spreadsheet
7. Risk Assessment Template
8. Estate Planning Spreadsheet
9. Client Meeting Agenda Template
10. Financial Report Template
Reports are often prepared by a Freelance Certified Financial Planner to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Variance Report
5. Investment Performance Report
6. Tax Summary Report
7. Client Portfolio Summary
8. Financial Planning Analysis Report
9. Risk Assessment Report
10. Retirement Savings Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Certified Financial Planner does and how they do it.
1. Client Onboarding SOP
2. Financial Planning SOP
3. Investment Analysis SOP
4. Retirement Planning SOP
5. Tax Planning SOP
6. Estate Planning SOP
7. Risk Management SOP
8. Portfolio Review SOP
9. Insurance Planning SOP
10. Compliance and Regulatory SOP
Freelance Certified Financial Planner presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Performance Review
2. Investment Portfolio Analysis
3. Retirement Planning Strategies
4. Tax Planning and Optimization
5. Risk Management and Insurance Analysis
There are several key times when a Freelance Certified Financial Planner needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Financial Planning Agreement
2. Investment Policy Statement
3. Client Risk Profile Questionnaire
4. Estate Planning Checklist
5. Retirement Planning Checklist
Health & Safety templates for a Freelance Certified Financial Planner ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template
Setting up Freelance Certified Financial Planner calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Tracker Calendar
3. Tax Filing Calendar
4. Client Meeting Calendar
5. Financial Goal Setting Calendar
Several types of Freelance Certified Financial Planner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Planning Invoice
2. Investment Portfolio Analysis Invoice
3. Retirement Planning Consultation Invoice
4. Tax Planning and Preparation Invoice
5. Estate Planning Services Invoice
For a Freelance Certified Financial Planner to get insights related to the work they do, they need to send out Freelance Certified Financial Planner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Budgeting Survey
2. Investment Preferences Survey
3. Retirement Planning Survey
4. Risk Tolerance Assessment Survey
5. Financial Goal Setting Survey
Having premade Freelance Certified Financial Planner meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Client Review Meeting
2. Investment Strategy Meeting
3. Retirement Planning Meeting
4. Tax Planning Meeting
5. Estate Planning Meeting
To manage finances well, a Freelance Certified Financial Planner would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goals Tracker
Dashboards are a useful way for a Freelance Certified Financial Planner to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Investment Portfolio Dashboard
3. Budgeting and Expense Tracking Dashboard
4. Client Relationship Management Dashboard
5. Risk Management and Compliance Dashboard
For bidding or requesting work, a Freelance Certified Financial Planner needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Retirement Planning Proposal
2. Investment Portfolio Proposal
3. Tax Planning Proposal
4. Estate Planning Proposal
5. Risk Management Proposal
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Certified Financial Planner templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
