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    Quantitative Analysis

    Register
    April 1-5, 2024 Walnut Creek, CA
    Date
    April 1-5, 2024
    Location
    Walnut Creek, CA
    Sponsor
    Northern California Chapter
    Instructor
    Gary S. DeWeese, MAI
    Class Time
    30 hours
    Exam Time
    3 Hours
    Full Price
    $1,300.00
    AI Price
    $1,000.00
    Enroll by April 1!
    View Pricing Options
    Course Description
    This course limits its focus to the practical application of quantitative tools for analyzing data, drawing appropriate conclusions from data sets, and presenting both the analysis and conclusions in ways that enhance communication with appraisal clients. It reviews and furthers the application of basic statistical measures (mean, median, mode, standard deviation, etc.) and spends a good deal of time on graphical and regression analysis for use in producing and understanding various types of graphs. Goals include showing participants how to understand the reliability and validity of all data used to draw conclusions and providing the knowledge needed to check the validity of the conclusions others may draw from the same or similar data sets. Presentations and activities use real-world appraisal applications that are aimed at furthering an appraiser’s ability to provide credible analysis of real property-related issues.
     
    Note. This course is in both the Analytics for Valuation and Real Estate Analyst Professional Development Programs. Please view both Analytics FAQ and Real Estate FAQ, which includes information regarding the courses you’ll need to complete either program successfully. 
     
    Who Should Enroll
    • General or residential Candidates for Designation who are working toward an MAI or SRA designation
    • MAIs or SRAs who want to further their knowledge and skill base in statistics
    • Certified general or residential real property appraisers
    • Tax assessors
    • Attorneys
    • Bankers
    • Review appraisers
    • Market researchers
    AI CE Points
    Attend:
    275
    Attend & Pass Exam:
    375
    Pass Only:
    325
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 30 30 3 Classroom Classroom 01/26/2024 01/25/2025 19721
    AK QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 19721
    AL CE 35 32 3 Classroom Classroom 10/01/2022 09/30/2024 C02838
    AL QE 33 30 3 Classroom Classroom 10/01/2022 09/30/2024 C02838
    AR CE 30 30 Classroom Classroom 11/20/2023 11/19/2025
    AR QE 33 30 3 Classroom Classroom 11/20/2023 11/19/2025
    AZ CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    AZ QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    CA CE 30 30 Classroom Classroom 11/07/2023 11/06/2027 12754227
    CA QE 33 30 3 Classroom Classroom 11/07/2023 11/06/2027 12754227
    CO CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 2532
    CO CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 2532
    CO QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 2532
    CT CE 18 18 Classroom Classroom 11/15/2021 11/15/2024 AAL.000851
    CT QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 APR.000322
    DC CE 33 30 3 Classroom Classroom 02/29/2024 02/28/2026
    DC QE 33 30 3 Classroom Classroom 02/29/2024 02/28/2026 4052
    DE CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    DE QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    FL CE 20 20 Classroom Classroom 02/24/2024 02/23/2026 0008959
    FL QE 30 30 Classroom Classroom 02/24/2024 02/23/2026 0008958
    GA CE 30 30 Classroom Classroom 01/06/2012 62511
    GA QE 33 30 3 Classroom Classroom 01/05/2012 62510
    HI CE 32 32 Classroom Classroom 01/01/2024 12/31/2024 23-391
    HI CE 35 32 3 Classroom Classroom 01/01/2024 12/31/2024 23-391
    HI QE 35 32 3 Classroom Classroom 01/01/2024 12/31/2024 23-391
    IA CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 A518-1185
    IA CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 A518-1186
    IA QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 A518-1187
    ID CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027
    ID QE 33 30 3 Classroom Classroom 03/28/2022 01/25/2027
    IL CE 30 30 Classroom Classroom 01/01/2023 12/31/2024 575.001729
    IL QE 33 30 3 Classroom Classroom 01/01/2023 12/31/2024 573.000579
    IN CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    IN QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    KS CE 32 32 Classroom Classroom 01/01/2024 12/31/2024 220.C24.R
    KS QE 35 32 3 Classroom Classroom 01/01/2024 12/31/2024 323.P24.R
    KY CE 35 32 3 Classroom Classroom 07/01/2023 06/30/2024
    KY QE 35 32 3 Classroom Classroom 07/01/2023 06/30/2024
    MA CE 32 32 Classroom Classroom 01/26/2024 01/25/2027 10051223
    MA QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 10051224
    MD CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    MD QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    ME CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    ME QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    MI CE 30 30 Classroom Classroom 01/26/2021 11/20/2026 20 - 1092450
    MN CE 33 30 3 Classroom Classroom 04/01/2022 03/31/2024 1010746
    MN CE 30 30 Classroom Classroom 04/01/2022 03/31/2024 1010747
    MN CE 33 30 3 Classroom Classroom 04/01/2024 03/31/2026 1010746
    MN CE 30 30 Classroom Classroom 04/01/2024 03/31/2026 1010747
    MN QE 33 30 3 Classroom Classroom 04/01/2022 03/31/2024 1010744
    MN QE 33 30 3 Classroom Classroom 04/01/2024 03/31/2026 1010744
    MO CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025
    MO QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025
    MS CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 MAB #49711
    MS CE 30 30 Classroom Classroom 02/22/2024 01/25/2026 MAB #49711
    MS CE 33 30 3 Classroom Classroom 02/22/2024 01/25/2026 MAB #49711
    MT CE 30 30 Classroom Classroom 11/23/2020 01/25/2025 REA-CEC-REC-16816
    MT QE 33 30 3 Classroom Classroom 11/23/2020 01/25/2025 REA-CEC-REC-16816
    NC QE 33 30 3 Classroom Classroom 01/01/2024 12/31/2024
    ND CE 35 32 3 Classroom Classroom 01/26/2015
    ND QE 35 32 3 Classroom Classroom 01/26/2015
    NE QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    NJ CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 2023-3443
    NJ QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 2023-3443
    NM CE 30 30 3 Classroom Classroom 01/26/2024 01/25/2025 4353
    NM CE 30 30 3 Classroom Classroom 01/26/2024 01/25/2025 4353
    NM QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 4353
    NV CE 30 30 Classroom Classroom 11/22/2023 10/31/2024 CE.0008908-A
    NV QE 33 30 3 Classroom Classroom 04/01/2023 03/31/2024 PL.0008551-A
    NV QE 33 30 3 Classroom Classroom 04/01/2024 03/31/2025 PL.0008551-A
    NY CE 30 30 Classroom Classroom 01/01/2024 12/31/2024 A4268-28
    NY QE 33 30 3 Classroom Classroom 09/30/2023 09/30/2024
    OH CE 32 32 Classroom Classroom 01/01/2024 12/31/2024 084401304A 22
    OH QE 33 30 3 Classroom Classroom 01/01/2012
    OH QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    OK CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 819
    OK QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 662
    OR CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 APIN-Q-1123-9015
    OR QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 APIN-Q-1123-9015
    PA CE 30 30 3 Classroom Classroom 01/26/2024 01/25/2025
    PA QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025
    PR CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    PR QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    RI CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 REA.0002113-CE
    RI QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 REA.0002113-CE
    SC QE 35 32 3 Classroom Classroom 09/01/2022 08/31/2024 QEE1506
    TN CE 30 30 Classroom Classroom 03/01/2024 02/28/2026 1548
    TN QE 33 30 3 Classroom Classroom 03/01/2024 02/28/2026 1548
    TX CE 33 30 3 Classroom Classroom 01/26/2023 01/31/2025 TX Provider #:10 Course #:43263
    TX CE 30 30 Classroom Classroom 04/23/2023 01/31/2025 TX Provider #:10 Course #: 43263
    TX QE 33 30 3 Classroom Classroom 01/26/2023 05/31/2025 TX Provider #: 8038 Course #: 46662
    UT CE 30 30 Classroom Classroom 07/01/2023 06/30/2025 AC230611
    UT QE 35 32 3 Classroom Classroom 11/01/2023 10/31/2025 AQ231006
    VA CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    VA QE 35 32 3 Classroom Classroom 04/01/2023 03/31/2025 4006000793
    VT CE 30 30 Classroom Classroom 02/28/2024 11/29/2027 CA-218785
    VT QE 33 30 3 Classroom Classroom 02/28/2024 11/29/2027 CA-218783
    WA CE 30 30 Classroom Classroom 01/26/2024 01/25/2025 A23035118
    WA QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025 A23035118
    WI CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    WI QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027 76615
    WV CE 30 30 Classroom Classroom 01/26/2024 01/25/2025
    WV QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2025
    WY CE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027
    WY QE 33 30 3 Classroom Classroom 01/26/2024 01/25/2027
    Course Objectives
    • Properly apply and explain statistical methods such as simple and multiple regression analysis using market information.
    • Critique statistical applications.
    • Identify how to incorporate statistical analysis in valuation reports.
    • Identify how to evaluate the reliability of various types of data used in valuation.
    • Use the language of quantitative analysis properly.
    • Use graphs to present data and analysis.
    • Identify research design issues such as hypothesis construction, data reliability and validity, and sampling issues.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    Yes. A pre-class, 2-hour online session.

    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.

    Additional Information:

    Course Materials Include:

    • Course Handbook (462 pp.)
    • Solutions Booklets (158 pp.)
    • Downloads (822 KB)
    Please review the FAQs for important information regarding registration and cancellation deadlines; mandatory diagnostic test; online session; and course equivalencies.
    Designated members, Candidates for Designation and Practicing Affiliates will receive the discounted AI Price for the MAI designation courses: Advanced Income Capitalization, Advanced Market Analysis and Highest Best Use, Advanced Concepts and Case Studies, and Quantitative Analysis. All others will pay full price.
    For more information on how to become a Candidate for Designation, click here.

    Important Note: Mandatory Diagnostic Test
    Before enrolling in this or any other MAI designation course, you must take a diagnostic test. The Excel diagnostic tests your mastery of solving appraisal problems using spreadsheets. This diagnostic test was intentionally designed to be challenging and ensure participants have adequate Excel skills before taking MAI designation courses. For more information, check out the Diagnostic FAQ.

    Excel is used extensively in the MAI designation courses; it is highly recommended that you know how to perform the necessary appraisal functions in Excel to succeed in this course.

    The diagnostic test is free and can be taken at any time on your personal computer. To register for the test, please click here.

    This course implements a blended learning approach, which includes:
    • A pre-class, 2-hour online session
    • 30 hours of traditional classroom education
    • A 3-hour exam on the 5th morning.

    This course is in the Analytics for Valuation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.


    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:

    • Microsoft Excel 2010 must be loaded and operational (external mouse recommended). (You may use other spreadsheet programs, but those programs won’t be supported in class; demonstrations will be done in Excel.)     
    • Do not enroll expecting to be taught how to use Excel. 
    • Note to Mac users: Microsoft does not support the Data Analysis Tool Pack in Mac Office Excel 2008 or Mac Office Excel 2011. However, they do suggest free third-party add-ins with similar functionality. For 2008, click here. For 2011, click here.

    Prerequisites
    Required:

    Recommended:

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 04/01/2024
    $1,300.00 $1,000.00
    Have Exam Questions?
    Additional Course Offerings
    Sponsor Date Location Format
    Appraisal Institute May 13-23, 2024 Synchronous View Details Register
    South Texas Chapter June 10-14, 2024 San Antonio, TX Classroom View Details Register
    Appraisal Institute October 1-11, 2024 Synchronous 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, April 1. "Live / in-person" Instruction will run from 8:30am – 4:30pm (Pacific Time) daily April 1 - 4. The three-hour exam will be administered at 8:30am on Friday, April 5. 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 Quantitative Analysis and select View
    • You will now see a box that contains downloadable program materials
    • Click link(s) to download:

    • Course Handbook (462 pp.)
    • Solutions Booklets (158 pp.)
    • Downloads (822 KB)


    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 .


    Required Text

    • None other than the Course Handbook, Solutions and Downloads indicated above.

    Required Equipment and Excel

    • 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

    • Excel is used extensively in the MAI designation courses; it is highly recommended that you know how to perform the necessary appraisal functions in Excel to succeed in this course.
    • Microsoft Excel 2010 must be loaded and operational (external mouse recommended).
    • You may use other spreadsheet programs, but those programs won’t be supported in class; demonstrations will be done in Excel.
    • Do not enroll expecting to be taught how to use Excel.
    • Special Note to Mac Users: Microsoft does not support the Data Analysis Tool Pack in Mac Office Excel 2008 or Mac Office Excel 2011. However, they do suggest free third-party add-ins with similar functionality. For 2008, click here . For 2011, click here .

    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 375 AI CEC points; 275 points for full attendance only (no exam).

    BREA Continuing: Quantitative Analysis has been approved by the BREA (#12754227) for 30-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: Quantitative Analysisis approved for 33-hours of BREA qualifying education (QE) credit (#12754227); subject matter elective 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.

    This Course Includes
    A mandatory 2-hour online pre-course session required for successful completion

    • this self-paced pre-course / on demand session will become available on March 1
    • this self-paced pre-course session/ on demand must be completed by March 27

    There is a 3-hour examination administered on the morning of the 5th day (April 5)


    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 designation education offering.