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10+ Financial SWOT Analysis Templates

The flow of capital is the first and foremost condition for a business to be sustainable and successful. That is the reason why analyzing the condition and flow of finance in business becomes very important. And definitely, a critical SWOT analysis might be found effective in this.

18+ FREE & Premium Financial Analysis Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

5 Steps to Create a Financial SWOT Analysis

Step 1: Introduction to the Financial Conditions of Your Business

In the introductory part, you are required to mention all the finance-related stakeholders of your firm following the basic introduction of your business. This may be helpful to understand what amount of capital is needed on an average to be sustainable. Besides that, a brief idea about the contemporary finance market should also be given.

Step 2: Evaluation of the Strengths

This is the first step the SWOT begins with. In this part you are required to find all the positive events regarding the entire finance of the business as well as the current economic scenario of the finance market, to depict the conditions that are favorable to you. The positive attitude of the financers might be included in this part.

Step 3: Weaknesses You Must Be Careful About

Here you must analyze all the problems of financers to invest or the lack in the number of financers. If you are suffering from a compact strategic plan to attract financers or there is a stagnation in the market corresponding to your products which has brought the repulsions from the financers, you may include there.

Step 4: Opportunities You Are Looking For

At this step, you may evaluate the opportunities regarding the fruitful investment of capital based upon your strengths. This may include the new chances of attracting new and powerful financers or the coming possibility of their increase in number.

Step 5: Threats You Must Be Cautious For

This is the final step where you must be cautious regarding the threats in the investment. This comes from your company’s weaknesses primarily and also from the current conditions of the finance market globally and locally too.

10+ Financial SWOT Analysis Templates

1. Printable Financial SWOT Analysis Template

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Size: 484 KB

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This financial analysis sample template is dedicated to observing the internal and external environments within a specific business to develop a SWOT analysis. It comes with exemplified content to guide you through the process along with a black on the white format and SWOT analysis table concerning the finances and its essential points to consider.

2. Editable Financial SWOT Analysis Template

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Size: 4 MB

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With a chic layout, this financial accounting SWOT analysis template is designed to predict the various aspects that could affect the financial state of an organization due to an upcoming project. It considers vital points for the specific project with demo content and a colorful representation with charts which is completely customizable.

3. Free Financial SWOT Analysis Template

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  • PDF

Size: 348 KB

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Want a professional looking financial SWOT analysis template? Here’s a 6 page long SWOT analysis example that considers the various key aspects of a company’s finances and estimates of future investments. This template with a bright blue layout and marking and interactive suggestions for developing a SWOT analysis is the perfect choice for new businesses large or small.

4. Sample Financial SWOT Analysis Template

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  • PDF

Size: 58 KB

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Your search for the ideal financial SWOT template ends here. This manager SWOT analysis template is specifically designed for conducting a SWOT for financial institutions. With sample content on all 4-pages of this template, it offers a basic view of the essential parameters that are to be considered while doing the analysis. It is free to download, customize and use instantly.

5. Basic Financial SWOT Analysis Template

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Size: 68 KB

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This financial analysis sample template is the perfect choice for indicating the use of finances within an organization. It is a very basic template with a simple layout of black fonts on a white background and offers unlimited customization. It offers an analysis of internal and external factors to consider while conducting your own SWOT analysis.

6. Modern Financial SWOT Analysis Template

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Size: 162 KB

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This is a financial basic SWOT analysis template with a professional layout of attractive background throughout the sample. It comes with an elegant look of the dark background and white fonts used to single out each point under various aspects of the finances relevant to one specific organization. You can modify the text as per your requirement upon download.

7. Format Financial SWOT Analysis Template

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Size: 103 KB

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A neat, professional, and well drafted financial SWOT analysis can be elusive. Here’s a perfect business SWOT analysis sample to consider for businesses thriving under the banking sector. It has a table format with provision for company logo on top. With the margins in blue on the white background with key points for consideration during the analysis, this template is one of a kind.

8. Download Financial SWOT Analysis Template

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Size: 255 KB

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This finance SWOT analysis template in PDF format is designed to consider the flow of finances in the banking sector. This helps to consider competitions while venturing into sector-specific business. You can make use of the sample content provided in the template and draw your own figures to analyze the current state of finances in your own sector.

9. Elegant Financial SWOT Analysis Template

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Size: 1 MB

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This 2-page long finance manager SWOT analysis example is a great choice to consider personal finances before making an investment. It states out the kind of factors you must take into consideration before making an investment to make the best financial choices and is fully customizable to suit your need.

10. Professional Financial SWOT Analysis Template

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Size: 2 MB

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This specific finance blank SWOT analysis is a great way to consider your current financial state and make your own analysis for any kind of financial situation. It offers you key points for better financial choices when you approach retirement. You can use the suggestive content to make changes and personalise it according to your need.

11. Simple Financial SWOT Analysis Template

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Size: 151 KB

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Designed from a retail investor’s perspective to consider the financial choices made for investment in mutual funds, equity as well as real estate is what this sample offers. It comes with a brief SWOT analysis table which you can add more points relevant to your business finances and truly customize your template.

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