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    Analytics for Valuation

    Learn Critical Tools to Improve Your Analytical Abilities

    By harnessing the power of spreadsheet programs like Microsoft® Excel®, you’ll gain strategies for completing complex valuation assignments and enhance your communication with clients by clearly quantifying and supporting your analysis and conclusions.

    Analytics for Valuation includes the following three courses:
     

    Quantitative Analysis (35 Hours)
    During this course, you will learn how to:

    • Use quantitative tools to analyze data.
    • Draw appropriate conclusions from datasets.
    • Effectively present the analysis and the conclusions to clients.
    Advanced Spreadsheet Modeling for Valuation Applications (15 Hours)

    During this course, you will:

    • Learn how to prepare simpler advanced analyses with fewer errors.
    • Gain techniques to solve real-world problems.
    • Develop best practices in modeling that can be applied in other situations.

    Application & Interpretation of Simple Linear Regression (15 Hours)
    This course is designed for appraisal professionals who want to use Microsoft Excel in applying statistical methods to valuation problems. By the end of this course, you will:

    • Have a solid understanding of simple linear regression analysis.
    • Be prepared for more advanced multiple linear regression study.

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    Program Registry

    View a list of AI Designated Members who have passed the Analytics for Valuation exams.

    View Registry

    Analytics for Valuation PDP FAQs

     

    The courses below make up the Analytics for Valuation Professional Development Program. Note. There are 2 programs that were discontinued that can be used to fulfill course requirements for this program. See questions that follow below.

    • Quantitative Analysis
    • Advanced Spreadsheet Modeling for Valuation Applications
    • Application and Interpretation for Simple Linear Regression

    Yes, the content is the same with two exceptions. The course does not include pivot table content and it has an exam. If you took the seminar, you may challenge the Advanced Spreadsheet Modeling for Valuation Applications exam. If you are a Designated Member and you pass the exam, and you successfully complete the other two courses in the professional development program, you’ll be placed on the Analytics for Valuation Registry.

    No. If you successfully completed the seminar Practical Regression Using Excel, you may challenge the Application & Interpretation of Simple Linear Regression exam. If you pass the exam, and you successfully complete the other two courses in the professional development program, you will be placed on the Analytics for Valuation Registry.

    For the most part, yes. When it was determined that revisions were needed for Practical Regression Using Excel, a team of experts decided rather than tweak content, the course in the professional development program should provide more focus on the interpretation of the results in the analysis. The course is divided into three parts: descriptive statistics, simple linear regression, and simple linear regression applications.

    Anyone may take the courses in the Analytics for Valuation program. Only AI Designated Members, however, will be placed on the Registry.

    The Analytics for Valuation Professional Development Program’s Registry is located on AI's website. It lists the names of Designated Members who have successfully completed (attended and passed the exam) the courses in the Program. Placement on the Registry shows potential clients and employers that these Designated members have obtained knowledge on this specialized topic.

    No. You must attend the courses and pass the exams. (However, see above for exceptions.)

    Yes. Contact us! Include your name and state in the subject line of your e-mail. Staff will review your files and process the appropriate paperwork.

    Only one of the courses in this professional development program is approved by the AQB to take as a QE Elective: Quantitative Analysis. The other two courses are not.

    Yes. The courses in this program are approved for state CE. Please check with your state to check on how many hours. (state appraisal regulatory agencies)

    Yes. Designated Members, Candidates for Designation, and Associate Members will receive the following points:

    • Quantitative Analysis: 375 (attend and pass exam); 325 points (pass exam only); 275 (attend only)
    • Advanced Spreadsheet Modeling for Valuation Applications: 200 points (attend and pass exam); 145 points (attend only)
    • Application & Interpretation for Simple Linear Regression: 200 points (attend and pass exam); 145 points (attend only)

    From time to time, AI’s Education Committee will assess if additional courses need to be added. If one or more courses are added to the program, you will be notified in advance. When the course or courses become available, an asterisk will be placed by your name on the Registry to reflect that while you have taken and passed the first courses in the program, you haven’t taken the courses recently added to the program. Once you have taken and passed the additional required course(s), the asterisk will be removed.

    Lenders, tax assessors, underwriters, attorneys, bankers, review appraisers, market researchers.