Skip to Content (custom)

    Business Practices and Ethics

    More Info Register
    December 5, 2024 Louisville, KY
    Date
    December 5, 2024
    Time
    8:30AM - 3:30PM (EST)
    Sponsor
    Bluegrass Chapter
    Location
    Country Inn & Suites
    1241 Kentucky Mills Dr
    Louisville, KY 40299
    Instructor
    Mark V. Smeltzer, Sr., MAI, SRA, AI-GRS, AI-RRS
    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
    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
    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 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
    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 07/01/2024 05/30/2025
    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 09/01/2024 08/31/2026 AC . 1780
    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

    Additional Course Offerings
    Sponsor Date Location Format
    Western Pennsylvania Chapter December 3, 2024 Synchronous View Details Register
    Philadelphia Metropolitan Chapter December 3, 2024 Synchronous View Details Register
    Northern California Chapter December 5, 2024 Synchronous View Details Register
    Bluegrass Chapter December 5, 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
    Northern California Chapter February 6, 2025 Synchronous 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
    East Florida Chapter June 18, 2025 Synchronous View Details Register
    Event Information

    Class Materials: Tuition fee includes the pdf downloadable copy of class materials. Students may purchase a print copy of class materials for an additional fee at time of registration. No class materials will be available at class.


    Tips on Downloading the class materials:

    - Log in to My Account (https://www.appraisalinstitute.org/)

    - Select Education & Events (right sidebar)

    - See list of your registered offerings, scroll to class name and select View

    You will now see a box that contains downloadable program materials


    Course Schedule: Sign-in 8:00 a.m. Class 8:30 a.m. – 4:30 p.m. 100% Attendance is required for all Appraisal Institute education programs. Students should not be late or leave early. Those missing class times may not receive credit.

    Class Location: Country Inn & Suites, 1241 Kentucky Mills Dr. Louisville, KY (502) 261-9434



    Before registering - be sure your state has approved this course for CE.