Looking for Freelance Chartered Financial Analyst (CFA) Professional Templates to download? See the main templates that a Freelance Chartered Financial Analyst (CFA) Professional would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Chartered Financial Analyst (CFA) Professional 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 Chartered Financial Analyst (CFA) Professional. 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 Statement Analysis Template
2. Investment Portfolio Tracker Template
3. Budgeting and Forecasting Template
4. Cash Flow Statement Template
5. Financial Modeling Template
6. Risk Assessment Template
7. Equity Research Report Template
8. Valuation Analysis Template
9. Investment Proposal Template
10. Client Presentation Template
Reports are often prepared by a Freelance Chartered Financial Analyst (CFA) Professional 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. Monthly Financial Performance Report
2. Investment Portfolio Analysis Report
3. Cash Flow Statement Report
4. Income Statement Report
5. Balance Sheet Report
6. Risk Assessment Report
7. Market Research Report
8. Client Investment Recommendations Report
9. Economic Outlook Report
10. Regulatory Compliance 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 Chartered Financial Analyst (CFA) Professional does and how they do it.
1. Financial Statement Analysis SOP
2. Investment Research SOP
3. Risk Management SOP
4. Portfolio Management SOP
5. Equity Valuation SOP
6. Fixed Income Analysis SOP
7. Financial Modeling SOP
8. Performance Measurement SOP
9. Asset Allocation SOP
10. Compliance and Ethics SOP
Freelance Chartered Financial Analyst (CFA) Professional 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. Financial Performance Analysis
2. Investment Portfolio Review
3. Market Trends and Outlook
4. Risk Assessment and Mitigation Strategies
5. Client Investment Recommendations
There are several key times when a Freelance Chartered Financial Analyst (CFA) Professional 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. Non-Disclosure Agreement (NDA)
2. Consulting Agreement
3. Service Level Agreement (SLA)
4. Independent Contractor Agreement
5. Confidentiality Agreement
Health & Safety templates for a Freelance Chartered Financial Analyst (CFA) Professional 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 Record Template
5. Workplace Inspection Checklist Template
Setting up Freelance Chartered Financial Analyst (CFA) Professional calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Portfolio Calendar
3. Financial Reporting Calendar
4. Tax Planning Calendar
5. Client Meeting Calendar
Several types of Freelance Chartered Financial Analyst (CFA) Professional invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Services Invoice
2. Investment Analysis Invoice
3. Financial Modeling Invoice
4. Portfolio Management Invoice
5. Consulting Services Invoice
For a Freelance Chartered Financial Analyst (CFA) Professional to get insights related to the work they do, they need to send out Freelance Chartered Financial Analyst (CFA) Professional surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Market Sentiment Survey
2. Investment Performance Evaluation Survey
3. Client Satisfaction Survey
4. Risk Assessment Survey
5. Industry Trends and Outlook Survey
Having premade Freelance Chartered Financial Analyst (CFA) Professional 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 Financial Performance Review
2. Investment Strategy Meeting
3. Risk Management Committee Meeting
4. Client Portfolio Review
5. Budget Planning and Forecasting Meeting
To manage finances well, a Freelance Chartered Financial Analyst (CFA) Professional 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 Goal Tracker
Dashboards are a useful way for a Freelance Chartered Financial Analyst (CFA) Professional 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. Risk Management Dashboard
4. Budgeting and Forecasting Dashboard
5. Client Relationship Management Dashboard
For bidding or requesting work, a Freelance Chartered Financial Analyst (CFA) Professional 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. Investment Portfolio Analysis Proposal
2. Financial Statement Analysis Proposal
3. Risk Management Strategy Proposal
4. Mergers and Acquisitions Due Diligence Proposal
5. Investment Research and Recommendations 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 Chartered Financial Analyst (CFA) Professional 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.
