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    General Appraiser Income Approach/Part 1

    Register
    March 4-7, 2024 Walnut Creek, CA
    Date
    March 4-7, 2024
    Location
    Walnut Creek, CA
    Sponsor
    Northern California Chapter
    Instructor
    Gary S. DeWeese, MAI
    Class Time
    27 hours
    Exam Time
    3 Hours
    Full Price
    $825.00
    AI Price
    $725.00
    Enroll by March 7!
    View Pricing Options
    Course Description
    After a brief review and introduction, General Appraiser Income Approach/Part 1 opens with a graphic treatment of the time value of money, the six financial functions of a dollar, and important associated concepts. A thorough, detailed analysis of gross income including leases and the various expenses appropriately deducted from gross income follows, with realistic case studies of several income property types. Direct capitalization is then presented using overall capitalization rates, band of investment, and residual techniques. Substantial class time is devoted to practicing the taught concepts to prepare participants for the exam.

    Who Should Enroll
    • Those seeking general real property appraiser certification    
    • Underwriters    
    • Lenders    
    • Assessors    
    AI CE Points
    Attend:
    175
    Attend & Pass Exam:
    225
    Pass Only:
    200
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    Course Objectives
    • Expand competencies in performing income and expense analysis.    
    • Gain a foundation in direct capitalization techniques and applications.    
    • Extract and apply rates from the market.    
    • Identify fundamentals of risk and investment analysis.    
    • Expand competency in compound interest theory and calculations.    
    • Forecast revenues.    
    • Estimate expenses.    
    • Value partial interests.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    No

    Equipment:

    Additional Information:
    Course Materials Include:

    • Course Handbook (488 pp.)
    • Solutions Booklet / Self-Study Problems (390 pp.)

    You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

    Requirements:
    None specified

    Additional Course Offerings
    Sponsor Date Location Format
    Appraisal Institute On Demand Online View Details Register
    Bluegrass Chapter March 18-21, 2024 Louisville, KY Classroom View Details Register
    Atlanta Area Chapter May 20-23, 2024 Atlanta, GA Classroom View Details Register
    Hoosier State Chapter May 20-23, 2024 Indianapolis, IN Classroom View Details Register
    Philadelphia Metropolitan Chapter May 20-23, 2024 King of Prussia, PA Classroom View Details Register
    North Star Chapter July 15-18, 2024 Bloomington, MN Classroom View Details Register
    Tennessee Chapter November 4-7, 2024 NASHVILLE, TN Classroom View Details Register
    Event Information

    Location
    Treat Towers
    1255 Treat Boulevard
    First Floor Conference Room
    Walnut Creek, CA 94597


    BART and Onsite Parking

    • Treat Towers is a quick walk from the Pleasant Hill BART Station

    • Onsite parking is available
      - enter from Buskirk Avenue
      - $9 daily rate (subject to change)
      - no in / out privileges

    • Street parking may also be available; be watchful of any parking restrictions


    Program Hours and Materials

    Onsite check-in will begin at 8:00am on Monday, March 4. "Live / in-person" Instruction will run from 8:30am – 4:30pm (Pacific Time) daily March 4-7. The three-hour exam will be administered at 1:30pm on Thursday, March 7. Students will be on their own for lunch; numerous eateries are available within walking distance.


    Tips on Downloading the Course Handbook

    Upon registering, students will have access to the downloadable course materials. Students arestrongly encouraged to have pre-printed and/or pre-downloaded thematerials.Do not wait until the day of the course to download as the files are quite large.

    • Log in to My Account (https://www.appraisalinstitute.org/)
    • Select Education & Events (right sidebar)
    • See list of all offerings, scroll to General Appraiser Income Approach / Part 1 and select View
    • You will now see a box that contains downloadable program materials
    • Click link(s) to download:

    • Course Handbook (488 pgs.)
    • Solutions Booklet / Self-Study Problems (390 pgs.)


    Ordered Printed Materials or Need Assistance in Downloading? If you have not received your pre-printed materials (must be selected at the time of online registration; extra fees apply), have any questions or difficulty in accessing the electronic course materials required for this offering, please contact the Appraisal Institute's Education Delivery Department directly at 312-335-4207 or education@appraisalinstitute.org .

    If you paid for printed materials to be pre-shipped, and you are not in receipt of them within 4 weeks of the offering date, contact AI's Education Delivery Department directly at 312-335-4207 for immediate assistance.

    Required Text

    • None other than the Course Handbook

    Required Equipment

    • A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
    • You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
    • For more information and a free review, click here .
    • For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator
    • HP-12C calculator User's Manual.

    • Students will need a No. 2 pencil for the exam

    Education Credit Hours and Attendance Verifications
    Those who check in late, leave early or are not in attendance during non-scheduled breaks may jeopardize receipt of credit.

    Appraisal Institute: Full attendance (100%) and successful completion of the exam enables Designated Members, Candidates for Designation and Practicing Affiliates to receive 225 AI CEC points; 170 points for full attendance only (no exam).

    BREA Continuing: General Appraiser Income Approach / Part 1 has been approved by the BREA (#09754129) for 27-hours of BREA CEC. Full (100%) attendance required but BREA CEC (continuing education credit) does not require successful completion of the exam.

    BREA Basic/Qualifying: General Appraiser Income Approach / Part 1 is approved for 30-hours of BREA qualifying education (QE) credit (#09754129) with successful completion of the course exam.

    If you are seeking credit for this offering from a state outside of California, check with your state licensing board(s) to make sure an out-of-state offering will be accepted before registering. It is best to speak directly with a representative from your board rather than relying on information posted to the web. Note:Some states outside of California may have additional reporting requirements that the chapter is not able to comply with.


    Attendance Verification Process Effective 10/01/19
    Verified attendance certificates will be available for downloading within 15 working days of the offering

    • Logging into My Account www.appraisalinstitute.org
    • Select EDUCATION
    • Click on the specific offering that you are seeking the certificate for; it will show REGISTERED
    • Scroll to the very bottom of the screen to (1) COMPLETE EVALUATION FORM and (2) RETRIEVE CERTIFICATE

    Note: Effective 10/01/19 students will be able to access their attendance certificates 24/7 through the Appraisal Institute's netFORUM association management program. The Northern California Chapter does not have direct access to certificates for programs held after this time. Any issues in retrieving certificates should be brought directly to the attention of the Appraisal Institute's Education Delivery Department at 312/335-4207 or education@appraisalinstitute.org .

    Confirmation Emails

    All confirmed registrants will receive a payment receipt plus a separate confirmation by email. Be sure that you can accept emails from each of the following email addresses:

    • lisa@norcal-ai.org
    • jenny@norcal-ai.org
    • lisa@norcal-ai.ccsend.com

    Any last minute updates to this offering will most likely be sent from lisa@norcal-ai.ccsend.com


    Note:
    If you do not receive emails on a regular basis from the Northern California Chapter (lisa@norcal-ai.ccsend.com), be sure to visit our homepage and sign-up to receive our emails. Registrants will not want important details like location changes or material downloads defaulting to spam / junk or be classified as undeliverable. Those who work for financial institutions or government agencies my need to enlist the assistance of their IT Department to insure email delivery.


    Accommodations

    The following hotels are within proximity of ARWS

    • Embassy Suites (at Pleasant Hill BART) - 925/934-2500 - 1345 Treat Boulevard, Walnut Creek, CA
    • Holiday Inn Express - 925/932-3332 - 2730 N Main St, Walnut Creek, CA
    • Hyatt House - 925/934-3343 - 2611 Contra Costa Blvd, Pleasant Hill, CA

    Click here - for additional lodging options in the Pleasant Hill / Walnut Creek Area


    Questions? Contact Us
    Northern California Chapter
    925/932-7753 l 916/972-9700
    via email


    The Northern California Chapter looks forward to welcoming you to a "LIVE" in-person educational offering.

    View additional offerings sponsored by the Northern California Chapter


    IMPORTANT:
    CEC Approvals: Approval outside of California or acceptance of out-of-state providers cannot be guaranteed. If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) - before registering - to make sure that they will accept credit from an out-of-state provider. Some states may have special pre-approval or reporting requirements that the chapter is not able to comply with. Use caution in relying on website approvals as they may not be up-to-date.


    There is a 3-hour examination administered at the end of the 4th day.


    COVID Protocols: All registrants attending a live-classroom offering do so at their own risk. Each registrant is individually responsible for being aware of and following state, city and county COVID protocols and guidelines.

    Special Appreciation: Thank you to Associated Right of Way Services, Inc. (ARWS) for their assistance in securing the conference room for this qualifying education offering.