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    General Appraiser Report Writing and Case Studies

    Register
    April 15-18, 2024 Indianapolis, IN
    Date
    April 15-18, 2024
    Location
    Indianapolis, IN
    Sponsor
    Hoosier State Chapter
    Instructor
    Mark V. Smeltzer, MAI, SRA, AI-GRS, AI-RRS
    Class Time
    28 hours
    Exam Time
    2 Hours
    No Longer Available
    Course Description
    This course emphasizes how strong writing and effective organization of an appraisal report are as powerful and essential as solid analysis. You’ll develop skills and strategies to harness language so that your value conclusion is clear and convincing to the intended user. Developing a credible opinion of value is only part of the appraisal process. Reporting it effectively conveys the appraiser’s competence. A poorly written report diminishes the credibility of even the most competent research and analysis. An appraiser who can combine robust analytical skills with strong communication skills gains a compelling competitive advantage. Through instruction and practice, you’ll learn how to effectively communicate a sound valuation analysis. Discussions and writing exercises use a variety of property types and valuation scenarios to address common issues specific to appraisal report writing. Real-world examples allow you to apply writing concepts including organization, writing tone, integration of image-based content, coherent sentence and paragraph structure, and the revision and editing process. Extended writing assignments focus on common appraisal writing challenges such as explaining the derivation and application of quantitative adjustments, communicating data-dense analysis, presenting highest and best use analysis, and writing an appropriate scope of work.
     
    Objectives:
    • Identify the nature of appraisal reports and report requirements.
    • Identify and apply principles of grammar, punctuation, and usage specific to report writing.
    • Recognize and apply a variety of written communication tools and methods to best convey an assignment’s results.
    • Identify the importance of the intended user when writing an appraisal report.
    • Practice presenting appraisal analysis and conclusions clearly and effectively.
    • Understand the interconnectedness of the appraisal process and how to achieve a consistent and coherent appraisal report.
    • Identify strengths and weaknesses of image-based description in appraisal reports, and practice designing effective graphs and tables.
     
    Current Online Version: 
    This course provides instruction in effectively communicating a sound analysis of selected parts of a valuation. It addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. You will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports.

     

    Objectives:

    • Identify the nature of appraisal reports and report requirements.
    • Identify the basic principles of grammar and effective report writing.
    • Practice writing descriptive sections of appraisal reports.
    • Practice writing sections of appraisal reports that include extensive numerical material.
    • Practice writing analytical sections of appraisal reports.
     
     
     
    Who Should Enroll
    • Those seeking general real property appraiser certification
    • Appraisers who want to improve their writing skills
    AI CE Points
    Attend:
    175
    Attend & Pass Exam:
    225
    Pass Only:
    200
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    Course Objectives
    See descriptions above
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:

    Yes. After you register for this class, please go to your Education and Events page for details on what you must complete BEFORE class begins.

    To access your Education and Events page, log on to the Appraisal Institute website at https://ai.appraisalinstitute.org/eweb (click on the three horizontal lines to the left of the AI logo and select “My AI Account” from the drop-down menu).

    Equipment:

    Additional Information:

    Course Materials Include:

    • Course Handbook (522 pp.)
    • Solutions Booklet (136 pp.) 
    • Student Letter (1 p.)
    • Quick Grammar Guide Laminated Handout (2 pp.)
    • DOWNLOAD ONLY: Part_14_Leasing_Status_Exercise_Student_Version_Before (EXCEL file 68 KB)
     Required and/or Recommended Equipment:

    ·         A laptop computer is required.

    ·         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.

    ·         Free Review: Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems; and Financial Calculator Practice Exercises.

    ·         For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.

    ·         HP-12C calculator User’s Manual.

     
    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
    Chicago Chapter April 15-18, 2024 Chicago, IL Classroom View Details Register
    Tennessee Chapter May 20-23, 2024 NASHVILLE, TN Classroom View Details Register
    Appraisal Institute June 4-14, 2024 Synchronous View Details Register
    Appraisal Institute October 21-31, 2024 Synchronous View Details Register
    Event Information

    CLASS LOCATION: 9247 N. Meridian Street, Indianapolis, IN 46260. Classroom is on the third floor of the building. 

    ATTENDANCE:
     Please note registration runs from 8:00AM to 8:30AM with instruction starting PROMPTLY at 8:30AM. Following Appraiser Qualifications Board minimum criteria requirements, 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.

    HOTELS:
     To take advantage of special rates that the Hoosier State Chapter of the Appraisal Institute has negotiated, please mention you are with the Appraisal Institute when booking any of the following accommodations: 

     

    1)    HILTON HOMEWOOD SUITES 2501 East 86th Street Indianapolis, IN 46240 1-800-225-5466 317-253-1919 Call Sales Department for negotiated price of $112 - includes a large 1 bedroom suites with a separate kitchen and living room, fully renovated in 2016. All stays include a complimentary full hot breakfast, evening social M-TH, high speed internet, a workout facility & transportation to the classroom. To register online, cut and paste the following into your web browser: http://homewoodsuites.hilton.com/en/hw/reservations/index.jhtml?hotel=INDKCHW&corporateCode=560004829 

     

    2) HOLIDAY INN 251 E. Pennsylvania Parkway Indianapolis, IN 46280 317-574-4600 

     

    3) HYATT PLACE 9104 Keystone Crossing Indianapolis, IN 46240 1-888-492-8847 317-843-0064 

     

    4) MARRIOTT SPRINGHILL SUITES 11855 North Meridian Street Carmel, IN 46032 317-846-1800 

     

    5) COMFORT INN & SUITES 9090 Wesleyan Road Indianapolis, IN 46268 1-800-414-6423 or 317-875-7676 



    ATTENDANCE: Following Appraiser Qualifications Board minimum criteria requirements, 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.