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    Business Practices and Ethics

    More Info Register
    June 18, 2025
    Date
    June 18, 2025
    Time
    8:30AM - 3:30PM (EST)
    Sponsor
    East Florida Chapter
    Location
    Virtual Classroom
    Virtual Classroom
    Instructor
    Mark V. Smeltzer, Sr., MAI, SRA, AI-GRS, AI-RRS
    Class Time
    6 Hours
    Full Price
    $205.00
    AI Price
    $185.00
    Enroll by June 18!
    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
    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
    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
    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 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-0322-8915, APIN-C-0523-8986
    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

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 06/18/2025
    $205.00 $185.00
    Additional Course Offerings
    Sponsor Date Location Format
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    Northern California Chapter December 5, 2024 Synchronous View Details Register
    Bluegrass Chapter December 5, 2024 Synchronous View Details Register
    Bluegrass Chapter December 5, 2024 Louisville, KY 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
    Appraisal Institute On Demand Online View Details Register
    Chicago Chapter February 21, 2025 Rockford, IL Classroom View Details Register
    Southern New Jersey Chapter February 27, 2025 Synchronous View Details Register
    South Florida Chapter March 27, 2025 Synchronous View Details Register
    Northeast Florida Chapter March 27, 2025 Synchronous View Details Register
    Florida Gulf Coast Chapter March 27, 2025 Synchronous View Details Register
    East Florida Chapter March 27, 2025 Synchronous View Details Register
    South Florida Chapter June 18, 2025 Synchronous View Details Register
    Northeast Florida Chapter June 18, 2025 Synchronous View Details Register
    Florida Gulf Coast Chapter June 18, 2025 Synchronous View Details Register
    Event Information

    Business Practices & Ethics – Live stream (AI/National)

    Wednesday, June 18, 2025

    Mark Smeltzer, MAI, SRA, AI-GRS, AI-RRS

    Zoom Classroom  

    Live stream/Synchronous Continuing Education:  6-Hours. Please note this live stream/synchronous class is approved by the Florida Real Estate Appraisal Board and Appraisal Institute for continuing education credit.  This class is also approved in other states live stream/synchronous.  Students licensed in other states should determine current approval and requirements prior to registering.

    Seminar Description:  Business Practices and Ethics is an important course that 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, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they 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. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.


    Class Schedule - 

    Log-in and Roll Call:  8:30 – 9:00 AM ET

    Class Instruction:  9:00 AM – 3:30 PM ET

    Lunch: 30 minutes


    This class will be held by virtual interactive classroom technology via Zoom.  Students are required to have a computer, webcam and microphone.  It is the student’s responsibility to have the required equipment to participate and receive continuing education credit.


    State CE Credit:  

    This live stream/synchronous class is approved for Florida continuing education credit. This class is also approved in other states.  If you are licensed in other states, please check for live stream/synchronous CE approval prior to registering.


    Continuing Education Credit:

    Appraisal Institute: 30 points 

    Florida Real Estate Appraisal Board Credit: 6-Hours, 0010548 – live stream/synchronous - Appraisal Institute National 

     

    Student Course Handbook-Download: Have your student course handbook loaded on your laptop or printed and ready for viewing.    You can download by logging into to AI account – Downloads.


    Student Course Handbook-Printed & Shipped: If you opted to purchase a printed course handbook at an additional fee when registering, they will be shipped to you 30 days prior to the program. 


    Important Download:  Some files are large and take time to download. Right-click on each download component and select "save target as" from the drop-down menu. Then select a location on your computer. DO NOT attempt to access the file while it is downloading. Some files are large and take time to download properly.