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Whilst the widespread use of the term "financial program" generally refers to a formal and outlined number of measures or goals, there is some complex confusion about just what the term "financial plan" in fact means from the sector. One example is, one of several field's top Specialist organizations, the Accredited Financial Planner Board of Specifications, lacks any definition with the expression "financial strategy" in its Requirements of Qualified Conduct publication.
This publication outlines the Specialist financial planner's position, and explains the process of financial planning, but the phrase "financial approach" never appears during the publication's text.
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