Skip to Content (custom)

    Business Practices and Ethics

    More Info Register
    October 24, 2024 Costa Mesa, CA
    Date
    October 24, 2024
    Sponsor
    Southern California Chapter
    Ayres Hotel and Suites, 325 Bristol Street Location
    Costa Mesa, CA
    Instructor
    Jacinto A. Munoz, Jr., MAI, SRA, AI-GRS, AI-RRS
    Class Time
    6 Hours
    Full Price
    $275.00
    AI Price
    $225.00
    Enroll by October 10!
    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 Classroom Classroom 06/27/2023 04/17/2026 19394
    AL CE 6 6 Classroom Classroom 10/01/2022 09/30/2024 C02780
    AR CE 6 6 Classroom Classroom 09/11/2023 09/10/2025
    AZ CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    CA CE 6 6 Classroom Classroom 02/16/2023 03/18/2027 19 CP 754601363
    CO CE 6 6 Classroom Classroom 06/26/2023 04/11/2026 2402
    CT CE 6 6 Classroom Classroom 02/25/2022 02/25/2025 AAL.000902
    DC CE 6 6 Classroom Classroom 01/18/2024 02/28/2026 3998
    DE CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    FL CE 6 6 Classroom Classroom 03/14/2023 03/13/2025 0009980
    GA CE 6 6 Classroom Classroom 03/08/2022 74057
    GA CE 6 6 Classroom Classroom 06/23/2023 06/25/2026 74057
    HI CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 23-469
    IA CE 6 6 Classroom Classroom 06/26/2023 06/25/2026 A518-1047
    ID CE 6 6 Classroom Classroom 01/28/2022 06/25/2026
    ID CE 6 6 Classroom Classroom 06/25/2023 06/25/2026
    IL CE 6 6 Classroom Classroom 01/01/2023 12/31/2024 575.010347
    IN CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    KS CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 178.C24.R
    KY CE 6 6 Classroom Classroom 07/01/2023 06/30/2024
    LA CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 A0011
    MA CE 6 6 Classroom Classroom 04/15/2024 06/25/2026 00120077
    MD CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    ME CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    MI CE 6 6 Classroom Classroom 02/19/2022 02/19/2025 1492
    MN CE 6 6 Classroom Classroom 04/01/2023 03/31/2025 1034998
    MO CE 6 6 Classroom Classroom 04/15/2022 06/25/2026
    MS CE 6 6 Classroom Classroom 06/26/2023 07/27/2025 MAB #50251
    MT CE 6 6 Classroom Classroom 06/26/2023 06/25/2026 REA-CEC-REC-16799
    NC CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 4290
    ND CE 6 6 Classroom Classroom 06/26/2023 06/25/2026 CE-223043
    NE CE 6 6 Classroom Classroom 02/15/2024 04/14/2029 2191408.02
    NH CE 6 6 Classroom Classroom 06/26/2023 06/25/2026
    NJ CE 6 6 Classroom Classroom 02/16/2022 2022-3443
    NM CE 6 6 Classroom Classroom 06/23/2023 06/25/2026 4260
    NV CE 6 6 Classroom Classroom 04/01/2024 03/31/2025 CE.0009683-A
    NY CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 A5148-06
    OH CE 6 6 Classroom Classroom 01/01/2024 12/31/2024 084402004A 22
    OK CE 6 6 Classroom Classroom 06/26/2023 06/25/2026 714
    OR CE 6 6 Classroom Classroom 06/26/2023 06/25/2026 APIN-C-0523-8986
    PA CE 6 6 Classroom Classroom 06/26/2023 06/25/2026
    PR CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    RI CE 6 6 Classroom Classroom 06/23/2023 11/26/2025 REA.0002051-CE
    SC CE 6 6 Classroom Classroom 09/01/2022 08/31/2024 CE1780
    SD CE 6 6 Classroom Classroom 03/04/2022 03/04/2025 SD 1334 CE
    TN CE 6 6 Classroom Classroom 02/08/2023 03/31/2025 2281
    TX CE 6 6 Classroom Classroom 02/04/2022 06/25/2025 TX Provider #:10 Course #: 43984
    UT CE 6 6 Classroom Classroom 07/01/2023 06/30/2025 AC230612
    VA CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    VT CE 6 6 Classroom Classroom 01/21/2021 01/25/2025
    WA CE 6 6 Classroom Classroom 01/23/2024 01/23/2027 A24001450 (Washington Idaho Montana Chapter)
    WI CE 6 6 Classroom Classroom 06/25/2023 06/25/2026 68531
    WV CE 6 6 Classroom Classroom 06/26/2023 06/25/2026
    WY CE 6 6 Classroom Classroom 03/04/2022 02/11/2025
    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

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    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:
    None specified

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 10/10/2024
    $275.00 $225.00
    Additional Course Offerings
    Sponsor Date Location Format
    Delaware Chapter April 19, 2024 Synchronous View Details Register
    Chicago Chapter April 19, 2024 Chicago, IL Classroom View Details Register
    Appraisal Institute On Demand Online View Details Register
    Kansas City Chapter May 2, 2024 Leawood, KS Classroom View Details Register
    Upstate New York Chapter May 7, 2024 Synchronous View Details Register
    Ohio Chapter May 9, 2024 Synchronous View Details Register
    Utah Chapter May 16, 2024 Salt Lake City, UT Classroom View Details Register
    Phoenix Chapter May 23, 2024 Synchronous View Details Register
    Connecticut Chapter May 29, 2024 Synchronous 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
    Appraisal Institute August 2, 2024 Synchronous View Details Register
    Appraisal Institute October 7, 2024 Synchronous View Details Register
    Colorado Chapter November 19, 2024 Synchronous View Details Register
    Appraisal Institute December 6, 2024 Synchronous View Details Register
    Event Information

    ENROLLMENT

    Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

    ATTENDANCE

    The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

    PREREQUISITES

    Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

    REQUIRED TEXTBOOKS

    Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

    REQUIRED EQUIPMENT

    Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

    CLASS MATERIALS TO DOWNLOAD

    Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

    ADA COMPLIANCE

    It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

    ATTENDANCE CERTIFICATE:

    With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

    Go to www.appraisalinstitute.org

    Log into Your AI Account

    Select Education/Events on the right sidebar

    See List of All Offerings

    Scroll to the specific offering which shows Registered and click

    At the very bottom of the screen, click Retrieve Certificate

    NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at education@appraisalinstitute.org.

    Program materials can be downloaded by the student.

    CHECK IN AT 8:00 AM

    CLASS STARTS AT 8:30 AM

    NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

    LUNCH: ON YOUR OWN

    PARKING: FREE

    TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY.