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    Business Practices and Ethics

    More Info Register
    June 11, 2024
    Date
    June 11, 2024
    Sponsor
    Atlanta Area Chapter
    Location
    Zoom
    Zoom Livestream Broadcast
    Instructor
    Jeffrey T. Miller, MAI, AI-GRS
    Class Time
    6 Hours
    Full Price
    $200.00
    AI Price
    $175.00
    Enroll by June 4 and save $25!
    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

    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 06/04/2024
    $200.00 $175.00
    Standard
    06/05/2024 thru 06/11/2024
    $225.00 $200.00
    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
    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 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

    SCHEDULE:

    June 11, 2024

    • 8:00 a.m. - 8:30 a.m. - Zoom Check In
    • 8:30 a.m. - 3:00 p.m. - Class
    • 30-minute lunch break


    REQUIRED EQUIPMENT & TECHNOLOGY:

    • basic free Zoom Application software (https://zoom.us/pricing)
    • reliable internet connection
    • computer, iPad, or tablet
    • web camera (built into laptop computer or external attachment)
    • audio with speaker and microphone capability (built into your computer, headphone, or earbuds)


    New to ZOOM?

    If you are new to ZOOM or need a little refresher, please take their FREE tutorial How to Join a Zoom Meeting.


    Livestream Synchronous /Interactive Participation Requirements:

    • Students must have a reliable internet connection, computer (or tablet), web camera, audio (speaker and microphone) capability to participate and receive continuing education credit. 
    • Students must wear full proper attire.
    • Your webcam must be on at all times with you in front of it.  Check your webcam privacy settings and allow the Zoom software to access it. If you have a Lenovo laptop, some participants have noticed that they need to install the Lenovo Vantage App on their computers for the webcam to operate.
    • A paid Zoom account is not required to participate; however, you need to sign up for the free basic Zoom account/ application (zoom.us) and install the app prior to the seminar start date.
    • The Zoom platform will be interactive and live. The instructor must be able to see and interact with all students and students must be able see and interact with the instructor.
    • Students must be in a location that allows for their full attention and interaction.
    • A copy of your driver's license must be emailed to the Chapter office as verification of your identity after you have registered for the seminar and prior to the start date.
    • Registrants will receive a separate email from Suzanne Brockway, 24 hours before class, with Zoom login information.  
    • Contact the chapter office if you have any questions regarding the participation guidelines, at sbrockway@aiatlanta.org.


    ATTENDANCE POLICY:

    To receive AI and State credit, 100% attendance is required for all Appraisal Institute education programs.


    • attendance will be monitored throughout the day, via webcam and zoom chat roll call
    • students are required to be visible on the virtual platform during the entirety of the seminar
    • students are required to be in front of the camera with the camera in the on position (100% of the time)
    • instructor may direct questions to each student in the morning and afternoon

     

    Important: Please have your photo ID ready at the start of class. To expedite check-in, we will view all attendees’ IDs at the same time and take a screenshot. We recommend covering private information on your ID except your full name and photo. 


    CONTINUING EDUCATION APPROVAL:

    This livestream course offering is approved for 30 AI CE Points. The Georgia and South Carolina Real Estate Appraisers Board have approved 6 hours continuing education credit. 100% attendance is required for credit and will be verified throughout the day.  Note, it is the student's responsibility to verify his/her state(s)' approval of this livestream offering.  CLICK HERE for other state approval information. You will need to scroll down the page to find the state approvals list.


     TUITION:

    Tuition includes an electronic downloadable student manual. It does not include a shipped printed set of materials.


    STUDENT MATERIAL:

    The student manual is automatically provided to ALL student registrants, via a download option. Please have your computer/reader available with the downloaded material or have a printed copy of the material with you. If you would like to receive a printed copy of the student manual, you will have an option during the registration process to order a set. **Students requesting printed material will be charged a material fee plus shipping in addition to the course tuition. (Note that if you do not receive the material shipment in time for the class please download or print a copy of the material from the Education and Events section of your AI account portal.)


    How to download your material for this class:

    • Sign into your Appraisal Institute Account at appraisalinstitute.org
    • Once logged in, make sure to click the "My Account" button on the top right of the page.  It is a red button.
    • Click "Education & Events" and then find the title of this class.
    • You will be taken to a list of all the AI Classes you have attended.
    • Find this class title.
    • Click "View".
    • You can download your material there.


    ENROLLMENT CANCELLATION POLICY:

    At the Atlanta Area Chapter AI, we understand that circumstances may arise that force our registrants to cancel their enrollment. In the event that you need to cancel your registration, please note our Enrollment Cancellation Policy.  To cancel your registration, you must submit a cancellation notice in writing via email to sbrockwayaiatlanta.org. Please include your reason for cancellation in your email.

    Cancellation Fees:

    Please note that the Enrollment Cancellation Fees vary based on the timing of your cancellation.  

    • If you cancel up to 15 days prior to the program start date, a $25 cancellation fee will be applied. 
    • If you cancel between 4 to 14 days prior to the program start date, a $50 cancellation fee will be applied. 
    • If you cancel 3 days or less prior to the program start date, no refund will be provided.