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    Business Practices and Ethics

    Register
    May 9, 2024
    Date
    May 9, 2024
    Location
    Sponsor
    Ohio Chapter
    Instructor
    Mark V. Smeltzer, MAI, SRA, AI-GRS, AI-RRS
    Class Time
    6 Hours
    Full Price
    $195.00
    AI Price
    $175.00
    Enroll by May 3!
    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
    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 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

    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
    Early-Bird
    Today thru 05/03/2024
    $195.00 $175.00
    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
    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
    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

    Early Bird Rates thru 5/2/24 - $175/$195 (AI Price/Full Price)
    Regular Rates: After 5/24/24 - $190/$220 (AI Price/Full Price)

    LIVESTREAM Event via Zoom. Registrants will receive an email with the Zoom Login Access information within 24 hours prior to the event.

    Who Should Enroll

    • Designated members
    • Candidates for Designation

    · Practicing Affiliates and those interested in readmitting to the Appraisal Institute

    Livestream Classroom-Live/Interactive Participation Guidelines :
    Students must have computer, webcam & microphone capability to participate & receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor.

    If you have not already sent one in for a previously attended Ohio Chapter offering , a copy of a VALID photo ID (driver's license; passport; ID with photo & name) MUSTbe emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date, but no later than the start of class. Only your name and photo are needed. Please feel free to redact any personal information before sending.

    Only those students who provide the photo identification and “properly attend” the program in its entirety (face being visibleat ALL times during class presentation and like mannerisms as if the class was held in-person) will receive full CE credit and a certificate of completion. Attendance will be taken at various times throughout the event.

    You do not need a paid account with ZOOM to participate. You will receive a separate email from the Chapter Office with log-in/access information. If you are using your iPad/iPhone/smartphone, please download the ZOOM app prior to offering.

    Please check your webcam privacy settings on your computer.

    If you are not familiar with Zoom, please review a few video tutorials HERE prior to the meeting.

    If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for the webcam to work.

    It is important to note that the AI educational programs that may be offered by Livestream (virtual) delivery *ARE NOT* approved in every state. Some states DO NOT allow livestream (virtual) education. ALL participants MUST check state approvals prior to registering for any chapter offered Appraisal Institute program.

    Check state approvals before registeringto make sure the states you are licensed have approved the Course and allow Livestream (Virtual) education as well as classroom education.

    Contact the chapter with questions regarding participation guidelines: nancy@aiohio.org

    Course Schedule
    *Login Access:
    5/9/24: 8:30 a.m. EDT
    5/9/24: 7:30 a.m. CDT

    5/9/24: 6:30 a.m. MDT
    5/9/24: 5:30 a.m. PDT

    Welcome,Roll Call & Class
    5/9/24: 9:00 a.m. – 4:00 p.m. EDT
    5/9/24: 8:00 a.m. – 3:00 p.m. CDT
    5/9/24: 7:00 a.m. – 2:00 p.m. MDT
    5/9/24: 6:00 a.m. – 1:00 p.m. PDT

    **Lunch: One Hour


    Classroom Hours
    6 Hours


    Synchronous Livestream CE Credit Approvals
    Appraisal Institute: 30 Points
    OH Appraisal Board: 6 Hours
    OH Real Estate: 5 Hours
    IL Appraisal Board: 6 Hours
    IN Appraisal Board: 6 Hours

    KY Appraisal Board: 6 Hours
    MI Appraisal Board: 6 Hours
    NC Appraisal Board: 6 Hours
    NJ Appraisal Board: 6 Hours
    PA Appraisal Board: 6 Hours
    TN Appraisal Board: 6 Hours
    TX Appraisal Board: 6 Hours
    VA Appraisal Board: 6 Hours
    WV Appraisal Board: 6 Hours

    All Other States: Click Here

    Attendance Policy

    The Appraisal Institute, AQB, and OHLB require full attendance (100%) at the Course. If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.

    Tuition Includes
    Course handbook

    Instructor
    Mark Smeltzer, MAI, SRA, AI-RRS of Pittsburgh, PA