- Date
- September 10, 2024
- Sponsor
- Massachusetts Rhode Island and Maine Chapter
- Location
- Virtual Classroom
Virtual Classrom
- Instructor
- Jonathan H. Avery, MAI, SRA
- Class Time
- 6 Hours
No Longer Available
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
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 | Livestream | 02/16/2023 | 03/18/2027 | 19 CP 754601363 | |
CA | CE | 6 | 6 | Synchronous | Synchronous | 08/05/2024 | 03/18/2027 | 19CP754601363 | |
CO | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 04/11/2026 | 2402 | |
CO | CE | 6 | 6 | Synchronous | Livestream | 01/20/2023 | 04/11/2026 | 2341, 2402 | |
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 | 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 | 07/01/2024 | 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 | |
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 | Livestream | 04/01/2024 | 03/31/2025 | CE.0009683-A | |
NV | CE | 6 | 6 | Synchronous | Synchronous | 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, APIN-C-0523-8986 | |
OR | CE | 6 | 6 | Synchronous | Synchronous | 06/26/2023 | 06/25/2026 | APIN-C-0523-8986, 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 | Livestream | 09/01/2024 | 08/31/2026 | AC . 1930 | |
SC | CE | 6 | 6 | Synchronous | Synchronous | 09/01/2024 | 08/31/2026 | AC . 1780 | |
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 | 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
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
Additional Course Offerings
Sponsor | Date | Location | Format | ||
---|---|---|---|---|---|
Virginia Commonwealth Chapter | September 12, 2024 | Synchronous | View Details | Register | |
Metropolitan New York Chapter | September 18, 2024 | Synchronous | View Details | Register | |
Appraisal Institute | On Demand | Online | View Details | Register | |
Hampton Roads Chapter | September 24, 2024 | Synchronous | View Details | Register | |
Hampton Roads Chapter | September 24, 2024 | Hampton, VA | Classroom | View Details | Register |
Puerto Rico and Caribbean Chapter | October 4, 2024 | Guaynabo, PR | Classroom | View Details | Register |
Appraisal Institute | October 7, 2024 | Synchronous | View Details | Register | |
North Carolina Chapter | October 18, 2024 | Synchronous | View Details | Register | |
Louisiana Chapter | October 18, 2024 | Synchronous | View Details | Register | |
Louisiana Chapter | October 18, 2024 | Baton Rouge, LA | Classroom | View Details | Register |
North Carolina Chapter | October 18, 2024 | Charlotte, NC | Classroom | View Details | Register |
Southern California Chapter | October 24, 2024 | Costa Mesa, CA | Classroom | View Details | Register |
Washington DC Metropolitan Area Chapter | November 7, 2024 | Synchronous | View Details | Register | |
Maryland Chapter | November 7, 2024 | Synchronous | View Details | Register | |
Colorado Chapter | November 19, 2024 | Synchronous | View Details | Register | |
Metropolitan New York Chapter | December 3, 2024 | Synchronous | View Details | Register | |
Western Pennsylvania Chapter | December 3, 2024 | Synchronous | View Details | Register | |
Keystone Chapter | December 3, 2024 | Synchronous | View Details | Register | |
Philadelphia Metropolitan Chapter | December 3, 2024 | Synchronous | View Details | Register | |
Keystone Chapter | December 3, 2024 | Lancaster, PA | Classroom | View Details | Register |
Appraisal Institute | December 6, 2024 | Synchronous | View Details | Register | |
North Texas Chapter | December 13, 2024 | Synchronous | View Details | Register | |
San Diego Chapter | December 13, 2024 | San Diego, CA | Classroom | View Details | Register |
Event Information
Livestream Classroom Guidelines:
- Students must have a computer, webcam and microphone capabilities to participate and receive continuing education credit.
- The instructor must be able to physically see and interact with all students and students must be able to interact with the instructor.
- A copy of your driver’s license must be emailed to the Chapter Office as verification after you have registered and prior to the start date.
- You will receive a separate email from the chapter office with log-in access information.
- You do not need to have a paid Zoom account. We do recommend that if you have not previously Zoomed, you go to https://zoom.us/ to download their app, and test your camera and audio connections.