Skip to Content (custom)

    Business Practices and Ethics

    More Info Register
    August 2, 2024
    Date
    August 2, 2024
    Sponsor
    Appraisal Institute
    Location
    Appraisal Institute - Synchronous (Live Online)
    Instructor
    Kelly N. Yeatts, MAI
    Class Time
    6 Hours
    Full Price
    $159.00
    AI Price
    $159.00
    Enroll by August 2!
    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
    Who Should Enroll
    • Designated members
    • Candidates for Designation
    • Practicing Affiliates and those interested in readmitting to the Appraisal Institute
    AI CE Points
    Attend:
    30
    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 Synchronous 01/18/2024 02/28/2026 3998
    DC CE 6 6 Synchronous Livestream 01/18/2024 02/28/2026 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 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 01/01/2024 12/31/2024 179.C24.R
    KS CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 381.C24.R
    KY CE 6 6 Synchronous Synchronous 07/01/2023 06/30/2024
    KY CE 6 6 Synchronous Livestream 07/01/2023 06/30/2024
    KY CE 6 6 Synchronous Synchronous 07/01/2024 05/30/2025
    KY CE 6 6 Synchronous Livestream 07/01/2024 05/30/2025
    LA CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 A0011
    LA CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 A0011
    MA CE 6 6 Synchronous Synchronous 04/15/2024 06/25/2026 00120077
    MA CE 6 6 Synchronous Livestream 04/15/2024 06/25/2026 00120077
    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 01/01/2024 12/31/2024 4376
    NC CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 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 04/01/2024 03/31/2025 CE.0009683-A
    NV CE 6 6 Synchronous Synchronous 04/01/2024 03/31/2025 CE.0009683-A
    NV CE 6 6 Synchronous Livestream 04/01/2024 03/31/2025 CE.0009683-A
    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 01/01/2024 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 Livestream 06/26/2023 06/25/2026 APIN-C-0322-8915
    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
    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
    VT CE 6 6 Synchronous Synchronous 06/30/2024 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

    Assignments:
    No

    Equipment:
    None

    Additional Information:

     
    Course Materials Include:
    • Course Handbook (229 pp.)
    • AI Professional Practices Booklet Supplement (162 pp.)
    • AI Designations Manual (12 pp.)
    Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.
     
     

    Requirements:
    Live Online Education FAQ

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 08/02/2024
    $159.00 $159.00
    Additional Course Offerings
    Sponsor Date Location Format
    Connecticut Chapter May 29, 2024 Synchronous View Details Register
    Appraisal Institute On Demand Online View Details Register
    Metro New Jersey Chapter June 6, 2024 Branchburg, NJ Classroom View Details Register
    Great Lakes Chapter June 7, 2024 Flint, MI Classroom View Details Register
    Atlanta Area Chapter June 11, 2024 Synchronous View Details Register
    South Florida Chapter June 13, 2024 Synchronous 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
    Appraisal Institute June 24, 2024 Synchronous View Details Register
    North Star Chapter June 27, 2024 Bloomington, MN Classroom View Details Register
    Appraisal Institute October 7, 2024 Synchronous View Details Register
    Southern California Chapter October 24, 2024 Costa Mesa, CA Classroom View Details Register
    Colorado Chapter November 19, 2024 Synchronous View Details Register
    Appraisal Institute December 6, 2024 Synchronous View Details Register
    Event Information

    Location:
    This course will be held via live interactive classroom technology.

    State Credit:
    A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page .

    Class Schedule:

    Friday, August 2, 2024

    Class begins at 9:00AM Central time (7:00AM Pacific, 8:00AM Mountain, 10:00AM Eastern). Class runs for seven (7) hours with a one-hour lunch break and two 15-minute breaks. This course runs for one day.

    Time shown is U.S. Central (Chicago) time.

    • Login and Roll Call: 8:00 a.m. – 9:00 a.m. Central Time
    • Class Instruction: 9:00 a.m. – 4:00 p.m. Central Time
    • Lunch: Noon – 1:00 p.m. Central Time (one hour)

    AI National Synchronous Participation Requirements:
    • All students are required to have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is the student’s responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.

     

    • All students are required to keep their webcam on at all times while class is in session. Attendance will be monitored throughout the day through webcams and polling. A photo ID must be presented during roll call at the beginning of class on the first day. 

     

    • The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.

     

    For questions regarding these classroom participation requirements, contact the Appraisal Institute at sync@appraisalinstitute.org or call (312) 335-4473.

    .
    Connection Information:
    Several minutes after you receive your Appraisal Institute receipt email, you will receive a second email from GoToTraining which will include instructions on connecting to the live session and a link to a small download of the GoToTraining software. The software runs on almost all operating systems and popular browsers. Connection email reminders are re-sent 1 week, 1 day, and 1 hour prior to the live session start time. If you do not receive the connection information, please check your junk, spam, or quarantine folders. For questions, please email sync@appraisalinstitute.org or call (312) 335-4473.

    Download Course Materials:
    Log onto your AI Account at www.appraisalinstitute.org with the username and password you used when you registered. Click on “Education and Events” located on the right navigation menu. On the My Events page, find the course under the “Classroom Offerings/Synchronous Offerings/Conferences” heading and click the "View" button. Scroll down to the “Download Course Materials” section and click on each link to download the course materials.