AF8 Exam - Assignment 3

Paraplanner101

Hi all, I have a quick question on the third assignment in AF8.

I had planned on using Voyant to create a cashflow to justify my recommendations. However, I notice there is guidance from the CII which states 'You are not required to use a proprietary cashflow model to model..... You may use a simple spreadsheet or straightforward calculation.'

Has anyone come across this before? I would ideally still prefer to use Voyant as it's far more detailed than a simple excel spreadsheet.

Thanks

Gayle

Hi

Yes, it is OK to use Voyant and we would absolutely recommend that you use a modeller that you are familiar with to complete your assignment. You might find our blog useful to read through for tips to completing and submitting assignment 3:

expertpensions.co.uk/af8-how-do-you-tackle-assignment-3-by-maurita-black/

Good luck
Gayle

Paraplanner101

That's great thanks Gayle. I will have a look at the blog today.

Gayle

Your welcome and good luck with your submission

Elgrandelulu

I literally just did assignment 3. You have to use excel to create a spreadsheet cashflow for what they are asking. You are not allowed to use any modeller programmes from what I've been told so I wouldn't risk it personally

Nath

2 of our advisers have completed AF8 and using Voyant is 100% acceptable.

Gayle

We provide a cashflow modeller as part of our AF8 course and have had many students pass their assignments using this too