Business Practices and Ethics
Register
- Date
- February 8, 2024
- Location
- Sponsor
- Northeast Florida Chapter
- Instructor
- Mark V. Smeltzer, MAI, SRA, AI-RRS
- Class Time
- 6 Hours
- Full Price
- $205.00
- AI Price
- $190.00
Enroll by February 8!
View Pricing Options
Course Description
This important course 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, you’ll identify behavior and actions that illustrate violations of the Code of Professional Ethics, and you’ll learn how referrals can be made. You’ll get an introduction to the Appraisal Institute Guide Notes to the Standards of Professional Practice and see how the Guide Notes can be used to resolve everyday appraisal practice problems. Finally, you’ll 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.
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
Read More
Who Should Enroll
- Designated members
- Candidates for Designation
- Practicing Affiliates and those interested in readmitting to the Appraisal Institute
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|---|
| AK | CE | 6 | 6 | Synchronous | Livestream | 02/06/2023 | 11/26/2025 | 19242 | |
| AK | CE | 6 | 6 | Synchronous | Synchronous | 02/06/2023 | 11/26/2025 | 19242 | |
| AL | CE | 6 | 6 | Synchronous | Synchronous | 10/01/2022 | 09/30/2024 | C02552 | |
| AL | CE | 6 | 6 | Synchronous | Livestream | 10/01/2022 | 09/30/2024 | C02780 | |
| AR | CE | 7 | 7 | Synchronous | Synchronous | 12/15/2022 | 12/01/2024 | ||
| AR | CE | 6 | 6 | Synchronous | Synchronous | 09/11/2023 | 09/10/2025 | ||
| AR | CE | 6 | 6 | Synchronous | Livestream | 09/11/2023 | 09/10/2025 | ||
| AZ | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| AZ | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| CA | CE | 6 | 6 | Synchronous | Synchronous | 08/05/2020 | 08/04/2024 | 20CP754601435 | |
| CA | CE | 6 | 6 | Synchronous | Livestream | 02/16/2023 | 03/18/2027 | 19 CP 754601363 | |
| CO | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 04/11/2026 | 2402 | |
| CO | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 04/11/2026 | 2402 | |
| CO | CE | 6 | 6 | Synchronous | Livestream | 01/20/2023 | 11/26/2025 | 2341 | |
| CT | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/14/2026 | AAL.001067 | |
| CT | CE | 6 | 6 | Synchronous | Livestream | 02/25/2022 | 02/25/2025 | AAL.000902 | |
| DC | CE | 6 | 6 | Synchronous | Livestream | 01/01/2022 | 02/28/2024 | 3998 | |
| DC | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2022 | 02/28/2024 | 3998 | |
| DE | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| DE | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| FL | CE | 6 | 6 | Synchronous | Synchronous | 05/08/2023 | 05/07/2025 | 0010548 | |
| FL | CE | 6 | 6 | Synchronous | Livestream | 11/17/2022 | 11/16/2024 | 0010489 | |
| GA | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/25/2026 | 72663 | |
| GA | CE | 6 | 6 | Synchronous | Livestream | 01/01/2022 | 74057 | ||
| GA | CE | 6 | 6 | Synchronous | Livestream | 06/23/2023 | 06/25/2026 | 74057 | |
| HI | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2022 | 12/31/2023 | 22-179 | |
| HI | CE | 6 | 6 | Synchronous | Livestream | 01/01/2022 | 12/31/2023 | 22-178 | |
| HI | CE | 6 | 6 | Synchronous | Livestream | 01/01/2024 | 12/31/2024 | 23-412 | |
| HI | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2024 | 12/31/2024 | 23-412 | |
| IA | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/25/2026 | A518-1115 | |
| IA | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | A518-1047 | |
| ID | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/25/2026 | ||
| ID | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | ||
| IL | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2024 | 575.010450 | |
| IL | CE | 6 | 6 | Synchronous | Livestream | 01/01/2023 | 12/31/2024 | 575.010347 | |
| IN | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| IN | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| KS | CE | 6 | 6 | Synchronous | Synchronous | 11/27/2022 | 12/31/2023 | 179.C23.R | |
| KS | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2023 | 381.C22.N | |
| KS | CE | 6 | 6 | Synchronous | Livestream | 12/31/2022 | 12/31/2023 | ||
| KY | CE | 6 | 6 | Synchronous | Synchronous | 07/01/2023 | 06/30/2024 | ||
| KY | CE | 6 | 6 | Synchronous | Livestream | 07/01/2023 | 06/30/2024 | ||
| LA | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 12/31/2023 | ||
| LA | CE | 6 | 6 | Synchronous | Livestream | 04/15/2022 | 12/31/2023 | ||
| MA | CE | 6 | 6 | Synchronous | Synchronous | 04/05/2022 | 04/14/2024 | 120077 | |
| MA | CE | 6 | 6 | Synchronous | Livestream | 04/05/2022 | 04/14/2024 | 120077 | |
| MA | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 04/14/2024 | 120077 | |
| MD | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| MD | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| ME | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| ME | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| MI | CE | 6 | 6 | Synchronous | Synchronous | 02/19/2022 | 02/19/2025 | 1492 | |
| MI | CE | 6 | 6 | Synchronous | Livestream | 02/19/2022 | 02/19/2025 | 1492 | |
| MN | CE | 6 | 6 | Synchronous | Synchronous | 03/28/2023 | 03/31/2025 | 1034998 | |
| MN | CE | 6 | 6 | Synchronous | Livestream | 04/01/2023 | 03/31/2025 | 1034998 | |
| MO | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | ||
| MO | CE | 6 | 6 | Synchronous | Livestream | 04/15/2022 | 06/25/2026 | ||
| MS | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 07/27/2025 | MAB #50251 | |
| MS | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 07/27/2025 | MAB #50251 | |
| MT | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | REA-CEC-REC-16799 | |
| MT | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | REA-CEC-REC-16799 | |
| NC | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2023 | 4376 | |
| NC | CE | 6 | 6 | Synchronous | Livestream | 01/01/2023 | 12/31/2023 | 4290 | |
| ND | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | CE-223043 | |
| ND | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | CE-223043 | |
| NE | CE | 6 | 6 | Synchronous | Synchronous | 07/29/2020 | 07/29/2025 | 2202436.02 | |
| NE | CE | 6 | 6 | Synchronous | Livestream | 07/29/2022 | 07/29/2025 | 2202436.02 | |
| NH | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | ||
| NH | CE | 6 | 6 | Synchronous | Synchronous | 06/27/2023 | 06/25/2026 | ||
| NJ | CE | 6 | 6 | Synchronous | Synchronous | 10/21/2020 | 2020-3317 | ||
| NJ | CE | 6 | 6 | Synchronous | Livestream | 02/16/2022 | 2022-3443 | ||
| NM | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/25/2026 | 4260 | |
| NM | CE | 6 | 6 | Synchronous | Livestream | 06/23/2023 | 06/25/2026 | 4260 | |
| NV | CE | 6 | 6 | Synchronous | Synchronous | 03/20/2023 | 03/31/2024 | CE.0009683-A | |
| NV | CE | 6 | 6 | Synchronous | Synchronous | 03/20/2023 | 03/31/2024 | CE.0009683-A | |
| NV | CE | 6 | 6 | Synchronous | Livestream | 03/20/2023 | 03/31/2024 | CE.0009683-A | |
| NY | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2023 | A5196-06 | |
| NY | CE | 6 | 6 | Synchronous | Livestream | 01/01/2023 | 12/31/2023 | A5471-06 | |
| NY | CE | 6 | 6 | Synchronous | Livestream | 01/01/2023 | 12/31/2023 | A5471-06 | |
| NY | CE | 6 | 6 | Synchronous | Livestream | 01/01/2024 | 12/31/2024 | A5148-06 | |
| NY | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2024 | 12/31/2024 | A5148-06 | |
| OH | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2023 | 923300603A 22 | |
| OH | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2023 | 12/31/2023 | 923300603A 22 | |
| OH | CE | 6 | 6 | Synchronous | Livestream | 01/01/2023 | 12/31/2023 | 923300603A 22 | |
| OH | CE | 6 | 6 | Synchronous | Synchronous | 01/01/2024 | 12/31/2024 | 084402004A 22 | |
| OH | CE | 6 | 6 | Synchronous | Livestream | 01/01/2024 | 12/31/2024 | 084402004A 22 | |
| OK | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/25/2026 | 714 | |
| OK | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | 714 | |
| OR | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | APIN-C-0523-8986 | |
| OR | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | APIN-C-0523-8986 | |
| OR | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | APIN-C-0322-8915 | |
| OR | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | APIN-C-0322-8915 | |
| PA | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | ||
| PA | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | ||
| PR | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| PR | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| RI | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 11/26/2025 | REA.0002051-CE | |
| RI | CE | 6 | 6 | Synchronous | Livestream | 06/23/2023 | 11/26/2025 | REA.0002051-CE | |
| SC | CE | 6 | 6 | Synchronous | Synchronous | 09/01/2022 | 08/31/2024 | DE1930 | |
| SC | CE | 6 | 6 | Synchronous | Livestream | 09/01/2022 | 08/31/2024 | CE1780 | |
| SD | CE | 6 | 6 | Synchronous | Synchronous | 09/09/2023 | 03/04/2025 | SD 1334 CE | |
| SD | CE | 6 | 6 | Synchronous | Livestream | 03/04/2022 | 03/04/2025 | SD 1334 CE | |
| TN | CE | 6 | 6 | Synchronous | Synchronous | 02/08/2023 | 03/31/2025 | 2281 | |
| TN | CE | 6 | 6 | Synchronous | Livestream | 02/08/2023 | 03/31/2025 | 2281 | |
| TX | CE | 6 | 6 | Synchronous | Synchronous | 02/04/2022 | 06/25/2025 | TX Provider #:10 Course #: 43984 | |
| TX | CE | 6 | 6 | Synchronous | Livestream | 02/04/2022 | 06/25/2025 | TX Provider #:10 Course #: 43984 | |
| UT | CE | 6 | 6 | Synchronous | Synchronous | 03/16/2023 | 03/31/2025 | AC230324 | |
| UT | CE | 6 | 6 | Synchronous | Livestream | 07/01/2023 | 06/30/2025 | AC230612 | |
| VA | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| VA | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| VT | CE | 6 | 6 | Synchronous | Synchronous | 06/29/2020 | 06/29/2024 | CA-6414 | |
| VT | CE | 6 | 6 | Synchronous | Livestream | 01/01/2022 | 01/25/2025 | ||
| WA | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | A20106163 | |
| WA | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | A20106163 | |
| WI | CE | 6 | 6 | Synchronous | Synchronous | 06/25/2023 | 06/25/2026 | 68531 | |
| WI | CE | 6 | 6 | Synchronous | Livestream | 06/25/2023 | 06/25/2026 | 68531 | |
| WV | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | ||
| WV | CE | 6 | 6 | Synchronous | Livestream | 06/26/2023 | 06/25/2026 | ||
| WY | CE | 6 | 6 | Synchronous | Livestream | 03/04/2022 | 02/11/2025 | ||
| WY | CE | 6 | 6 | Synchronous | Synchronous | 06/23/2023 | 06/22/2026 |
Course Objectives
- Identify the purpose of the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute and recognize how those documents apply to Appraisal Institute Affiliates, Practicing Affiliates, Candidates for Designation, and Designated members.
- Recognize how to apply better appraisal business practices, especially regarding client relationships.
- Identify the major steps in the enforcement of the Appraisal Institute peer review system.
- Recognize the guidance offered by the Guide Notes to the Standards of Professional Appraisal Practice of the Appraisal Institute.
- Identify opportunities for improving professionalism.
- Recognize common ethical dilemmas and identify strategies for resolving them.
Course Details
Table of Contents and Overview
Course Schedule
Online
Online Syllabus
Prerequisites
Course Materials & Recommended Books
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Standard
Today thru 02/08/2024 |
$205.00 | $190.00 |
Additional Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Appraisal Institute | April 12, 2024 | Synchronous | View Details | Register | |
| Chicago Chapter | April 19, 2024 | Chicago, IL | Classroom | View Details | Register |
| Appraisal Institute | August 2, 2024 | Synchronous | View Details | Register | |
| Northern California Chapter | December 11, 2023 | Synchronous | View Details | Register | |
| Appraisal Institute | December 6, 2024 | Synchronous | View Details | Register | |
| Metropolitan New York Chapter | December 7, 2023 | Synchronous | View Details | Register | |
| Bluegrass Chapter | December 7, 2023 | Louisville, KY | Classroom | View Details | Register |
| San Diego Chapter | December 7, 2023 | San Diego, CA | Classroom | View Details | Register |
| Maryland Chapter | February 14, 2024 | Classroom | View Details | Register | |
| Appraisal Institute | February 2, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | December 8, 2023 | Synchronous | View Details | Register | |
| Florida Gulf Coast Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| South Florida Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| East Florida Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| Seattle Chapter | January 19, 2024 | Seattle, WA | Classroom | View Details | Register |
| Washington Idaho Montana Chapter | January 29, 2024 | Synchronous | View Details | Register | |
| Washington Idaho Montana Chapter | January 29, 2024 | Spokane, WA | Classroom | View Details | Register |
| Alabama-Mississippi Chapter | January 31, 2024 | Synchronous | View Details | Register | |
| South Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Alabama-Mississippi Chapter | January 31, 2024 | Birmingham, AL | Classroom | View Details | Register |
| Florida Gulf Coast Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Northeast Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| East Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Southern California Chapter | October 24, 2024 | Costa Mesa, CA | Classroom | View Details | Register |
| Appraisal Institute | June 24, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | October 7, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | On Demand | Online | View Details | Register |
Disclaimer Information
State CE Credit:
This live stream/synchronous class is approved for Florida continuing education credit. This is also approved in other states. If you are licensed in other states, please check for live stream/synchronous CE approval prior to registering.
Continuing Education Credit:
Appraisal Institute: 30 points
Florida Real Estate Appraisal Board Credit: 6-Hours, 0010489, expires 11/16/2024 and 0010548, expires 5/7/2025– live stream/synchronous - Appraisal Institute National
Student Course Handbook-Download: Have your student course handbook loaded on your laptop or printed and ready for viewing. You can download by logging into to AI account – Downloads.
Student Course Handbook-Printed & Shipped: If you opted to purchase a printed course handbook at an additional fee when registering, they will be shipped to you 30 days prior to the program.
Important Download: Some files are large and take time to download. Right-click on each download component and select "save target as" from the drop-down menu. Then select a location on your computer. DO NOT attempt to access the file while it is downloading. Some files are large and take time to download properly.
Attendance Requirements:
- Attendance will be monitored throughout the day
- Students are required to hold up photo ID at roll call, if requested
- Students are required to be visible on the Zoom platform during the entire class – 100% attendance policy applies
- Instructors will direct questions to students