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General Appraiser Report Writing and Case Studies

    Date: March 1 - 4, 2010, Monday - Thursday   Location: Fort Lauderdale, FL
 
  Course    
Category  General [Gen]  
Attendance Hours  28.0  
Exam Hours  2.0  
Current Price  $ 475.00 Member *
$ 550.00 Regular *
* SAVE! early registration
 
  Instructor    
Richard C. DuBay, SRPA, SRA  
    
 
  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    
General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.



Note. If you are on an MAI designation path, you will need to take Reporting Writing & Valuation Analysis.

Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
    		•
     
      Audience    
    Those seeking General Appraiser Certification and appraisers who want to improve their writing skills
     
      Equipment    
  • Laptops REQUIRED
  • HP12C calculator
  • HP12C calculator user's manual
  • 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.
    •  
      Prerequisites    
    Required:
  • Basic Appraisal Principles
  • Basic Appraisal Procedures
  • National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
  • General Market Analysis and Highest & Best Use
  • General Appraiser Site Valuation and Cost Approach
  • General Appraiser Sales Comparison Approach
  • General Appraiser Income Approach/Part 1
  • General Appraiser Income Approach/Part 2
  • Real Estate Finance, Statistics, and Valuation Modeling

    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.
    		•
     
      For Further Reading    
    •  The Appraisal of Real Estate, 13th ed.  
    •  The Appraisal Writing Handbook  
     
      Disclaimer    
    Cancellation Policy
    • Up To 15 days prior to program start date, $50.00 cancellation fee.
    • 7 - 14 days prior to program start date, $200.00 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.

    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.

    Florida Real Estate Appraisal Board Credit: 30-Hours Qualifying and Post Licensing Education, 0008054, Continuing Education, 17-Hours 0008220

    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.

    Florida Students: Florida law requires students receive a grade of 75% or higher on any classroom exam administered by education providers. The Appraisal Institute requires students to achieve 70% or higher to receive exam credit. Therefore, if any student who wishes to receive pre-licensure credit from Florida receives between 70-74%, he/she will receive a completion certificate from the Appraisal Institute that will clearly indicate that they will receive classroom and exam credit for the Appraisal Institute only. In turn, if a student receives between 70-74%, they will not get exam credit from the state of Florida (but will only receive classroom credit from Florida). If a student receives 75% or higher, they will receive both Appraisal Institute and state of Florida credit for the classroom and exam hours. If you have any questions regarding this law, please visit the Florida website at: http://www.state.fl.us/dbpr/re/freab_welcome.shtml


    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:
    Registration/Class, Monday, March 1, 2010: 8:00 a.m. – 4:30 p.m.
    Tuesday, March 2, 2010: 8:00 a.m. – 4:30 p.m.
    Wednesday, March 3, 2010: 8:00 a.m. – 4:30 p.m.
    Thursday: March 4, 2010: 8:00 a.m. – 2:30 p.m.
    Exam: 2:30 p.m. – 4:30 p.m.

    Prerequisites Required:
    • Basic Appraisal Principles
    • Basic Appraisal Procedures
    • National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
    • General Market Analysis and Highest & Best Use
    • General Appraiser Site Valuation and Cost Approach
    • General Appraiser Sales Comparison Approach
    • General Appraiser Income Approach/Part 1
    • General Appraiser Income Approach/Part 2
    • Real Estate Finance, Statistics, and Valuation Modeling

    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.

    Who Should Enroll: Those seeking General Appraiser Certification and appraisers who want to improve their writing skills.

    Required Equipment:
    • Laptops REQUIRED
    • HP12C calculator
    • HP12C calculator user's manual
    • 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.

    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.


    •  Courtyard by Marriott  
     

     
     
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