- Instructor: Woody R. Fincham, SRA, AI-RRS
- Check in starts at 8 AM
- Class begins at 8:30 AM
- Boxed Lunch from TASTE is included, and will be brought into the classroom.
- Please note your meal choice when registering.
The James Room is on the first floor on the left side of the lobby. There is free parking across the street in the Merchants Walk parking garage, which has vehicle entrances on Merchants Walk and Lakefront Commons.
Business Practices and Ethics is an important course that provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed. The content emphasizes:
- Business practices issues, such as how to respond to seemingly unreasonable requests, how to address client pressure, and how to approach a complex assignment
- Which standards apply to Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates, and when they apply
- The key principles of the Standards of Valuation Practice
- How to identify and avoid behavior that violates the Standards of Valuation Practice
- The correct way to use the Appraisal Institute designations, emblems, and logo
- Understanding of the Appraisal Institute enforcement process
Course Materials Include:
- Course Handbook (237 pp.)
- AI Professional Practices Booklet Supplement (152 pp.)
Note: The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.
Cancellation Policy
$10 cancellation fee up to 7 days prior to the offering. No refunds within 7 days of the seminar.
Additional Information
When you register for the course the default is to download the course material. If you want hardcopy you have to select that option and there will be an extra fee. You are required to bring this material to the class, hardcopy or downloaded on a computer that you bring with you. This is not peculiar to this class. This is true for all courses offered by the Appraisal Institute. The default to is to download the material and as you check out you have the option of paying extra to get a printed copy sent to you.
When you register you will receive a confirmation email from the Appraisal Institute. That email has the link to the downloadable material. If you did not receive the confirmation e-mail from AI, first check your spam folder and if it is not there, confirm your email address in your AI account. If you still cannot find it please contact me. But you can still access your downloads through your account. Login and go to “My Account” and click on “Education and Events.” There you will see the class listed, just click on that and your download will be there.
Disclaimer Information
Make sure you have downloaded class materials PRIOR to class. If you order (and ship) printed materials to you, make sure they arrive 1 week prior to class. Contact the national office if there is any issues at least one week prior to class.
VERIFY YOUR INDIVIDUAL STATE’S CE APPROVAL FOR CLASSROOM EDUCATION!
National Disclaimer
State Credit
Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.
Other Information
If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.
The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.
Questions? Need help registering?
