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    Business Practices and Ethics

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    Date
    June 25, 2026
    Time
    8:30AM - 3:30PM (EST)
    Sponsor
    Northeast Florida Chapter
    Location
    Virtual Classroom
    Virtual Classroom
    Instructor
    Barry A. Diskin, Ph.D., MAI, AI-GRS
    Class Time
    6 Hours
    Full Price
    $205.00
    AI Price
    $185.00
    Enroll by June 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, and Associate Members, 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
    • Associate Members
    • 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 Start Date Expire Date State Code
    AK CE 6 6 Synchronous 02/06/2023 11/26/2025 19242
    AK CE 6 6 Synchronous 02/06/2023 11/26/2025 19242
    AL CE 6 6 Synchronous 11/14/2024 09/30/2026 C02780
    AL CE 6 6 Synchronous 11/14/2024 09/30/2026 C02780
    AR CE 6 6 Synchronous 09/15/2025 09/15/2027 AI048
    AR CE 6 6 Synchronous 09/15/2025 09/15/2027 AI048
    AZ CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    AZ CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    CA CE 6 6 Synchronous 02/16/2023 03/18/2027 19 CP 754601363
    CA CE 6 6 Synchronous 08/05/2024 03/18/2027 19CP754601363
    CO CE 6 6 Synchronous 06/26/2023 04/11/2026 2402
    CO CE 6 6 Synchronous 06/26/2023 04/11/2026 2402
    CT CE 6 6 Synchronous 01/08/2025 06/25/2026 AAL.001348
    CT CE 6 6 Synchronous 01/08/2025 06/25/2026 AAL.001348
    DC CE 6 6 Synchronous 01/18/2024 02/28/2026 3998
    DC CE 6 6 Synchronous 01/18/2024 02/28/2026 3998
    DE CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    DE CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    FL CE 6 6 Synchronous 05/08/2023 05/07/2027 0010548
    FL CE 6 6 Synchronous 05/08/2023 05/07/2027 0010548
    GA CE 6 6 Synchronous 01/01/2022 06/25/2026 74057
    GA CE 6 6 Synchronous 06/23/2023 06/25/2026 72663, 74057
    HI CE 6 6 Synchronous 01/13/2024 06/25/2026 24-209
    HI CE 6 6 Synchronous 01/13/2024 06/25/2026 24-209
    IA CE 6 6 Synchronous 06/23/2023 06/25/2026 A518-1115
    IA CE 6 6 Synchronous 06/26/2023 06/25/2026 A518-1047
    ID CE 6 6 Synchronous 06/23/2023 06/25/2026
    ID CE 6 6 Synchronous 06/26/2023 06/25/2026
    IL CE 6 6 Synchronous 01/01/2025 12/31/2026 575.010347
    IL CE 6 6 Synchronous 01/01/2025 12/31/2026 575.010347
    IN CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    IN CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    KS CE 6 6 Synchronous 01/01/2025 12/31/2025 381.C25.R
    KS CE 6 6 Synchronous 01/01/2025 12/31/2025 179.C25.R
    KY CE 6 6 Synchronous 05/31/2025 06/30/2026
    KY CE 6 6 Synchronous 05/31/2025 06/30/2026
    LA CE 6 6 Synchronous 01/01/2024 06/25/2026 A0011
    LA CE 6 6 Synchronous 01/01/2024 06/25/2026 A0011
    MA CE 6 6 Synchronous 04/15/2024 06/25/2026 00120077
    MA CE 6 6 Synchronous 04/15/2024 06/25/2026 00120077
    MD CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    MD CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    MI CE 6 6 Synchronous 03/27/2025 03/27/2028 20-1292534
    MI CE 6 6 Synchronous 03/27/2025 03/27/2028 20-1292534
    MN CE 6 6 Synchronous 04/01/2023 03/31/2027 1034998
    MN CE 6 6 Synchronous 03/28/2023 03/31/2027 1034998
    MO CE 6 6 Synchronous 06/26/2023 06/25/2026
    MO CE 6 6 Synchronous 04/15/2022 06/25/2026
    MS CE 6 6 Synchronous 07/27/2025 06/25/2026 MAB #50251
    MT CE 6 6 Synchronous 06/26/2023 06/25/2026 REA-CEC-REC-16799
    MT CE 6 6 Synchronous 06/26/2023 06/25/2026 REA-CEC-REC-16799
    NC CE 6 6 Synchronous 01/01/2025 12/31/2025 4290
    NC CE 6 6 Synchronous 01/01/2025 12/31/2025 4290
    ND CE 6 6 Synchronous 06/25/2023 06/25/2026 68531, CE-223043
    ND CE 6 6 Synchronous 06/25/2023 06/25/2026 68531, CE-223043
    NH CE 6 6 Synchronous 06/26/2023 06/25/2026
    NH CE 6 6 Synchronous 06/27/2023 06/25/2026
    NJ CE 6 6 Synchronous 07/16/2025 06/25/2026 2025-3037
    NJ CE 6 6 Synchronous 07/16/2025 06/25/2026 2025-3037
    NM CE 6 6 Synchronous 06/23/2023 06/25/2026 4260
    NM CE 6 6 Synchronous 06/23/2023 06/25/2026 4260
    NV CE 6 6 Synchronous 04/01/2024 03/31/2026 CE.0009683-A
    NV CE 6 6 Synchronous 04/01/2024 03/31/2026 CE.0009683-A
    NY CE 6 6 Synchronous 01/01/2025 12/31/2025 A5148-06
    NY CE 6 6 Synchronous 01/01/2025 12/31/2025 A5148-06
    OH CE 6 6 Synchronous 01/01/2025 12/31/2025 084501302A 25
    OH CE 6 6 Synchronous 01/01/2025 12/31/2025 084501302A 25
    OK CE 6 6 Synchronous 06/23/2023 06/25/2026 714
    OK CE 6 6 Synchronous 06/26/2023 06/25/2026 714
    OR CE 6 6 Synchronous 06/26/2023 06/25/2026 APIN-C-0523-8986
    OR CE 6 6 Synchronous 06/26/2023 06/25/2026 APIN-C-0523-8986
    PA CE 6 6 Synchronous 06/26/2023 06/25/2026
    PA CE 6 6 Synchronous 06/26/2023 06/25/2026
    PR CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    PR CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    RI CE 6 6 Synchronous 06/23/2023 11/26/2025 REA.0002051-CE
    RI CE 6 6 Synchronous 06/23/2023 11/26/2025 REA.0002051-CE
    SC CE 6 6 Synchronous 09/01/2024 08/31/2026 AC . 1930
    SC CE 6 6 Synchronous 09/01/2024 08/31/2026 AC . 1780
    SD CE 6 6 Synchronous 03/05/2025 06/25/2026 SD 1334 CE
    SD CE 6 6 Synchronous 03/05/2025 06/25/2026 SD 1334 CE
    TN CE 6 6 Synchronous 04/01/2025 03/31/2027 2281
    TN CE 6 6 Synchronous 04/01/2025 03/31/2027 2281
    TX CE 6 6 Synchronous 06/03/2025 06/25/2026 43984
    TX CE 6 6 Synchronous 06/03/2025 06/25/2026 43984
    UT CE 6 6 Synchronous 04/08/2025 06/30/2027 AC250415, AC2500618
    VA CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    VA CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    VT CE 6 6 Synchronous 03/19/2025 03/19/2029
    VT CE 6 6 Synchronous 03/19/2025 03/19/2029
    WA CE 6 6 Synchronous 06/26/2023 06/25/2026 A20106163
    WA CE 6 6 Synchronous 06/26/2023 06/25/2026 A20106163
    WI CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    WI CE 6 6 Synchronous 06/25/2023 06/25/2026 68531
    WV CE 6 6 Synchronous 06/26/2023 06/25/2026
    WV CE 6 6 Synchronous 06/26/2023 06/25/2026
    WY CE 6 6 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 Designated Members, Candidates for Designation, Associate Members and Affiliate 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 06/25/2026
    $205.00 $185.00
    Additional Course Offerings
    Sponsor Date Location Format
    Northern California Chapter November 18, 2025 Synchronous View Details Register
    Appraisal Institute On Demand Online View Details Register
    Greater Oregon Chapter December 3, 2025 Wilsonville, OR Classroom View Details Register
    Metropolitan New York Chapter December 5, 2025 Synchronous View Details Register
    Seattle Chapter January 7, 2026 Seattle, WA Classroom View Details Register
    Bluegrass Chapter January 29, 2026 Synchronous View Details Register
    Bluegrass Chapter January 29, 2026 Louisville, KY Classroom View Details Register
    Florida Gulf Coast Chapter February 19, 2026 Synchronous View Details Register
    South Florida Chapter February 19, 2026 Synchronous View Details Register
    Northeast Florida Chapter February 19, 2026 Synchronous View Details Register
    East Florida Chapter February 19, 2026 Synchronous View Details Register
    Appraisal Institute March 6, 2026 Synchronous View Details Register
    San Diego Chapter March 6, 2026 San Diego, CA Classroom View Details Register
    Metro New Jersey Chapter June 12, 2026 Branchburg, NJ Classroom View Details Register
    Great Lakes Chapter June 12, 2026 Flint, MI Classroom View Details Register
    Florida Gulf Coast Chapter June 25, 2026 Synchronous View Details Register
    South Florida Chapter June 25, 2026 Synchronous View Details Register
    East Florida Chapter June 25, 2026 Synchronous View Details Register
    Southern California Chapter October 29, 2026 Santa Ana, CA Classroom View Details Register
    Event Information

    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.


    View additional offerings sponsored by the Northeast Florida Chapter


    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.


    Live stream/Synchronous 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.  Please contact the chapter office if you have any questions regarding the participation guidelines debra.mcclave@appraisalinstitute.org or sfchapterai.email@gmail.com


    Attendance Requirements:

    • Attendance will be monitored throughout the day
    • Students are required to hold up photo ID at roll call, if requested
    • Students are required to be visible on the Zoom platform during the entire class – 100% attendance policy applies
    • Instructors will direct questions to students