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Report Writing and Valuation Analysis

    Date: February 22 - 27, 2010, Monday - Saturday   Location: Fort Lauderdale, FL
 
  Course    
Category  Other [Oth]  
Level  II  
Attendance Hours  26.0  
Exam Hours  14.0  
Current Price  $ 700.00 Member *
$ 825.00 Regular *
* SAVE! early registration
 
  Instructor    
Richard C. DuBay, SRPA, SRA  
Alan Blankenship, PhD  
    
 
  Location    
Name  Courtyard by Marriott  
Address  2440 West Cypress Creek Road  
City  Fort Lauderdale  
State  FL  
 
Click Here to check state approvals
     
 
  Sponsor / Contact    
Chapter  South Florida
Website  www.southflorida-ai.org  
Contact Name  Judy Curtis  
Email  sfchap@bellsouth.net  
Phone  (954) 229-0499  
Fax  (954) 229-0498  
 
  Description    
This course provides instruction and practice in communicating a narrative appraisal. Lectures focus on relevant questions in each step of the valuation process and on the integration of the various parts of an appraisal report. Participants work through a case study, deriving conclusions and organizing them into a consistent, well-reasoned narrative. The examination consists of various parts of a Self-Contained Appraisal Report, which are prepared as homework assignments and submitted at the end of the course. By focusing on effective organization, style, grammar, and the elimination of wordiness and ambiguity, participants learn to develop good writing habits and communicate effectively in appraisal reports.



This course may be used to fulfill the 30-hour Elective topic requirement toward certification in states where approved for QE credit. NOTE: This course is not a substitute for the prerequisite General Appraiser Report Writing & Case Studies course.



Note: Required MAI Designation Course


Content:


  • Effective communication skills
  • Preparation and presentation of various sections of an appraisal report
  • Discussion and critique of writing style and grammar


What You Will Gain:


At the end of the course, you will be able to:


  • Organize facts and conclusions into an objective, logical argument that supports judgments with concrete and specific evidence
  • Select the facts and ideas that are relevant to a specific topic
  • Write meaningful conclusions
  • Recognize and correct common errors in English grammar and usage

Required Text


The Appraisal of Real Estate, 13th ed.

Uniform Standards of Professional Appraisal Practice (USPAP), current ed.


Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
    		•
     
      Audience    
    General or residential appraisers with experience writing narrative reports for commercial properties
     
      Equipment    
  • HP12C calculator
  • You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.
  • Free Review—Using a Financial Calculator; Symbols and Formulas, Capitalization Selection Tree, and Sample Problems; and Financial Calculator Practice Exercises
  • For additional help with the HP12C calculator, take our online seminar, Using Your HP12C Financial Calculator.
  • Participants are required to have access to a computer and printer for assigned work outside the classroom. Only typed or word-processed narrative exams will be accepted. NOTE: The Appraisal Institute does not provide computer equipment or software.
    		•
     
      Prerequisites    
    Successful completion of Basic Appraisal Principles, Basic Appraisal Procedures, General Appraiser Income Approach/ Part 1, General Appraiser Income Approach/ Part 2, General Appraiser Sales Comparison Approach, General Appraiser Site Valuation and Cost Approach, and General Market Analysis and Highest & Best Use or equivalent courses is required.

    Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

    Required
  • Uniform Standards of Professional Appraisal Practice, current ed.
  • The Appraisal of Real Estate, 13th ed.
    		•
     
      For Further Reading    
    •  Report Writing and Valuation Analysis  
    •  The Dictionary of Real Estate Appraisal, 4th ed.  
    •  The Appraisal Writing Handbook  
    •  Appraising the Appraisal: The Art of Appraisal Review  
    •  A Guide to Appraisal Valuation Modeling  
     
      Disclaimer    
    Cancellation Policy
    • Up To 15 days prior to program start date, $100.00 cancellation fee.
    • 7 - 14 days prior to program start date, $250.00 cancellation fee.
    • Less than 7 days prior to program start date, forfeit of payment.
    		       Program Material Policy

    Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, a call tag will be issued for the return of this material. A registration refund will not be issued until the material has been returned.
    Cancellations/Refunds: Requests for cancellations must be received in writing at the chapter office. Confirmed students should not assume that cancellation has been granted until a confirmation has been received. Direct your email requests to: sfchap@bellsouth.net.

    The South Florida Chapter of the Appraisal Institute is not responsible for students' non-refundable airline reservations or other travel expenses. The Chapter reserves the right to cancel, limit, or reschedule the program and to change faculty assignments and facility locations at any time.

    Program materials will be shipped directly to the student. If you do not receive your materials within 5 days before the offering start date, please call the South Florida Chapter at 954-229-0499 to inform them.

    Course Attendance: One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

    State Certification: Students should contact their specific state to determine current education approval and requirements. Please follow the link above under locations to verify certification in your state.

    Note: Required MAI Designation Course

    This course may be used to fulfill the 30-hour Elective topic requirement toward certification in states where approved for QE credit. NOTE: This course is not a substitute for the prerequisite General Appraiser Report Writing & Case Studies course.

    Florida Real Estate Appraisal Board Credit: QE Credit: NONE. Continuing Education Credit, 17-Hours, 0007540.

    ADA Policy: If you have a disability and may require special accommodation, please notify us in writing at least two (2) weeks in advance and we will arrange for reasonable accommodation.


    Program materials will be shipped directly to the student. If you do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.
     
      Additional Information    
    Location:
    Courtyard by Marriott
    2440 West Cypress Creek Road
    Fort Lauderdale, FL 33309

    Course Schedule:
    Orientation/Registration/Class:
    Monday, February 22, 2010: 7:30 a.m. – 5:00 p.m.
    Tuesday – Friday, February 23 – 26, 2010: Class: 8:00 a.m.
    Examination:
    Saturday, February 27, 2010, 8:00 a.m. - 12:00 (noon)
    NO report will be accepted for grading after 12:00 noon

    Required Equipment:
    • HP12-C Calculator. You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.

    • Participants are required to have access to a computer and printer for assigned work outside the classroom. Only typed or word-processed narrative exams will be accepted. NOTE: The Appraisal Institute does not provide computer equipment or software.

    Required Texts – NOT INCLUDED IN TUITION:
    • The Appraisal of Real Estate, 13th ed.
    • Uniform Standards of Professional Appraisal Practice (USPAP), current ed.

    Ordering Information:
    To order books and other information go to our store, http://www.appraisalinstitute.org/store/

    NO TEXTS WILL BE AVAILABLE AT THE CLASS.

    Hotel Accommodations: Courtyard by Marriott, 954-772-7770 at $89 per night, includes breakfast. Mention the Appraisal Institute when reserving a room. Register early! Thirty (30) days prior to arrival date.

    Directions:
    Fort Lauderdale Airport (12 miles north): Exit the Airport following direction signs to I-95 North. Proceed North on
    I-95 to Cypress Creek Road WEST, Exit 33B. Proceed west off of the Exit 1.9 miles. The hotel is located on the left hand side of the road. Estimated taxi fare: $42.00 (one way).

    Miami International Airport (37 miles north): Merge onto Airport Expressway/FL-112 E toward I-95 N/ BEACHES (Portions toll). 4.4 miles and take the I-95 South exit toward DOWNTOWN. 0.2 miles. Merge onto I-95 N via the exit on the LEFT toward FT. LAUDERDALE/ORLANDO approximately 29.1 miles. Exit on Cypress Creek Road WEST, Exit 33B. Proceed west off of the exit 1.9 miles. The hotel is located on the left hand side of the road. Estimated taxi fare: $70.00 (one way).

    Program materials will be shipped directly to the student. If you do not receive your materials within 5 days before the offering start date, please call the South Florida Chapter at 954-229-0499.

    NO ADDITIONAL COURSE MATERIALS WILL BE AVAILABLE AT THE CLASS.


    •  Courtyard by Marriott  
     

     
     
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