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10+ Financial Newsletter Templates

A financial newsletter is a very important document to attract new investors and to keep existing ones. It helps you to strengthen your relationship with investors and to create awareness about your brand. If you do not know where to start with, these newsletter templates and samples will help you in creating one for your company.

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

5 Steps to Write a Financial Newsletter

Step 1: Know Your Audience

The first step to create a newsletter is to know who you are designing it for. It will help you to know what is relevant for them and what they are looking for so that you can provide them exactly what they are looking for. They may be big investors, small business owners or households looking for making small investments, etc.

Step 2: What Are You Targeting as a Company?

When your readers read your newsletter they should get an idea of where you are going as a company or firm. In simple words, what are your vision and mission? If the readers can align with your goal it will give them a reason to establish a relationship with your company. Your mission should state what promises you are making and how will you deliver on them.

Step 3: Structure of Your Newsletter

How your newsletter will look like has a significant impact on the readers. You need to think about whether you want to use a ready-made template or create a template of your own. Using a consistent template will save time otherwise every time you will have to start from scratch. The way your template looks like must reflect your company identity.

Step 4: How Will You Send the Newsletter?

It means what will be your distribution strategy. You will send the hard copy or will send it via e-mail. Make a distribution list to which the newsletter will be sent. Here you need to weigh the pros and cons of all the distribution channels and then decide which one you want to use. It must be cost-effective as well.

Step 5: What Else to Include?

You have to determine how many articles to include. You can include case studies, expert opinion, upcoming events, etc. The articles you include must spark the interest of the readers. An address from the CEO or top management executive can also be effective to establish a direct connection between the readers and your company.

10+ Financial Newsletter Templates

1. Investment Company Newsletter Template

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File Format
  • HTML
  • PSD

Size: Available in 600 Width Layout

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This newsletter template in PSD comes with suggestive contents and headings. The layout is fully customizable. The graphics and colors are also easy to change. This template is available for instant download. It is compatible in all file formats. You can share it digitally as it works on all devices. You can use this beautiful template for your newsletter.

2. Professional Financial Newsletter Template

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File Format
  • PDF

Size: 1.01 MB

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You can use this weekly newsletter template as an example. At first, there are financial results of the company which will make the reader know how the company is performing. Then there is investment advice about the bonds and changes in the law. Everything is simple-looking. There is contact information on every page which is good.

3. Simple Financial Newsletter Example

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File Format
  • PDF

Size: 191 KB

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This sample newsletter template focuses on retirement plans. It is colorful but still looks professional. There are charts and tables used which makes it even easier to understand for people who have little knowledge about all this stuff. You can get special newsletters published from time to time which focuses on a particular area.

4. Corporate Financial Newsletter Template

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File Format
  • PDF

Size: 4.14 MB

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This sample company newsletter template is solely for shareholders. High-quality pictures are used in it. The presentation looks good. The way facts and figures are highlighted is good. This newsletter has the ability to make a reader actually see it and get a quick reference of the facts and figures quickly. You can use such a design for your newsletter.

5. Financial Newsletter Template Sample

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File Format
  • PDF

Size: 839 KB

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If you are making a memorial day newsletter for a mature market or say, big investors who will focus on the financial numbers, this is a perfect example. There are lots of charts, tables, pie-charts, graphs, etc. which will provide a quick picture of the data. There are markets updates, events update authored by the company experts.

6. Sample Financial Newsletter Layout

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File Format
  • PDF

Size: 3.66 MB

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If you want to make a simple Christmas sale newsletter template, this is it. On the first page itself, it is described what you will find inside. All the information is simply stated as to what the company did in last year and where is it planning to expand next. Few pictures are used and focus is on quality content.

7. Basic Financial Newsletter Format

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File Format
  • PDF

Size: 579 KB

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This is a very compact newsletter. It is a one-page newsletter template which contains everything the company wants to share. The first paragraph is the introduction. Then there is information on the market condition and what action you need to take now eyeing your investments. The condition of the company and NAV of the company is depicted through a small chart. The colors used are bright but you are advised to use professional looking colors.

8. Modern Financial Newsletter Template

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File Format
  • PDF

Size: 508 KB

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This is another focused newsletter to help you. This best newsletter template is all about the changes recently made in the tax reforms and how it will impact an individual or a company. The images, symbols, and colors used make it eye-catching. The content is very-well distributed under separate headings. On the last page are the contact information and the list of services the company provides which is important for potential clients and even existing ones.

9. Detailed Financial Newsletter Example

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File Format
  • PDF

Size: 1.01 KB

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This is a detailed newsletter template example putting everything into details. This newsletter talks about the work the company is doing, currents problems and changes in the market, the collaborations with other partners, the recognition of the company in the market, etc. The charts and tables are used accordingly. Professional color is used. You can refer to this example.

10. Sample Financial Newsletter Layout

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File Format
  • PDF

Size: 954 KB

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This is also a focused newsletter template for a target audience who are looking forward to investing in a particular plan. The first part gives general information about the bonds and risk in the market. The second part is all about the plan. This kind of newsletter attracts readers with their colorful professional look and easy-to-understand focused content.

11. Basic Financial newsletter Format

Details
File Format
  • PDF

Size: 172 KB

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This corporate newsletter template is for marketing a particular service at a particular fee. The newsletter gives a fair view of the company’s service, its benefits, risks, philosophy, the kind of strategies it follows, and the options available, etc. Every point about the service is covered. You can refer to this example.

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