Skip to Content (custom)

    Review Case Studies - General

    More Info Register
    July 22-31, 2025
    Date
    July 22-31, 2025
    Time
    1:00 pm - 4:30 pm (CST)
    Sponsor
    Appraisal Institute
    Location
    Appraisal Institute - Synchronous (Live Online)
    Instructor
    Richard L. Borges, II, MAI, SRA, AI-GRS, AI-RRS
    Class Time
    30 hours
    Exam Time
    2 Hours
    Full Price
    $1,200.00
    AI Price
    $900.00
    Enroll by July 21!
    View Pricing Options
    Course Description
    In this course, you will put into practice the concepts in Review Theory-General. You will enhance your review skills by preparing two required review reports based on two case studies that present some of the issues reviewers face in review assignments. For each case study, you’ll develop opinions on the completeness, accuracy, adequacy, relevance, reasonableness, appropriateness, and credibility of another appraiser’s work and then communicate your opinions in a review report you design and draft yourself. By preparing written review reports based on the case studies, you’ll gain confidence in the application of review techniques. This course will benefit appraisers and other real estate professionals who regularly work with appraisals and reviews.

     

    Who Should Enroll
    • Designated members
    • Certified general real property appraisers
    • Government agency reviewers
    • Users of appraisal services
    AI CE Points
    Attend:
    275
    Attend & Pass Exam:
    375
    Pass Only:
    100
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 32 32 2 Synchronous Synchronous 07/21/2024 04/03/2027 19889
    AK QE 32 30 2 Synchronous Synchronous 07/21/2024 04/03/2027 19889
    AL CE 32 30 2 Synchronous Synchronous 11/14/2024 09/30/2026 C02639
    AL QE 32 30 2 Synchronous Synchronous 11/14/2024 09/30/2026 C02639
    AR CE 32 30 2 Synchronous Synchronous 12/08/2020 07/25/2025
    AR QE 32 30 2 Synchronous Synchronous 07/24/2023 07/25/2025 AI104
    AZ CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    AZ QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    CA CE 30 30 Synchronous Livestream 05/29/2022 05/28/2026 14CP754601115
    CA CE 30 30 Synchronous Synchronous 09/24/2022 09/23/2026 18CP754601337
    CA QE 32 30 2 Synchronous Synchronous 09/25/2023 09/24/2027 23CP7546V.555
    CO CE 32 30 2 Synchronous Synchronous 07/21/2024 05/08/2027 2645
    CO QE 32 30 2 Synchronous Synchronous 07/21/2024 05/08/2027 2645
    CT QE 32 30 2 Synchronous Synchronous 09/11/2024 09/11/2027 APR.000350
    DC CE 32 30 2 Synchronous Synchronous 02/29/2024 02/28/2026 4030
    DC CE 30 30 Synchronous Synchronous 02/29/2024 02/28/2026 4030
    DC QE 32 30 2 Synchronous Synchronous 02/29/2024 02/28/2026
    DE CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    DE QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    GA CE 30 30 Synchronous Synchronous 10/03/2018 69865
    GA CE 32 30 2 Synchronous Synchronous 10/02/2018 69866
    GA QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 77619
    IA CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 A518-1238
    IA CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 A518-1239
    IA QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 A518-1240
    ID CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    ID QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    IL CE 32 30 2 Synchronous Synchronous 12/18/2024 12/31/2026 575.010303
    IL QE 32 30 2 Synchronous Synchronous 12/23/2024 12/31/2026 573.000729
    IN CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    IN QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    KS CE 30 30 Synchronous Synchronous 01/01/2025 12/31/2025 234.C25.R
    KS QE 32 30 2 Synchronous Synchronous 01/01/2025 12/31/2025 474.P25.R
    KY CE 30 30 Synchronous Synchronous 07/01/2024 05/30/2025
    KY QE 32 30 2 Synchronous Synchronous 07/01/2024 05/30/2025
    LA CE 32 30 2 Synchronous Synchronous 07/21/2024 12/31/2025 A0299
    LA QE 32 30 2 Synchronous Synchronous 01/01/2024 12/31/2025 A0299
    MA CE 32 30 2 Synchronous Synchronous 07/20/2024 06/23/2027 00120164, 120059
    MA QE 32 30 2 Synchronous Synchronous 07/20/2024 08/14/2027 120164
    MD CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    MD QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    ME CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    ME QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    MI CE 30 30 Synchronous Synchronous 07/21/2021 09/05/2026 20 - 680602
    MI QE 32 30 2 Synchronous Synchronous 06/17/2024 06/17/2027 20-1179422
    MN CE 32 32 Synchronous Synchronous 02/01/2023 01/31/2027 1026751
    MN QE 32 30 2 Synchronous Synchronous 02/01/2023 01/31/2027
    MO CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    MO QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    MS CE 30 30 Synchronous Synchronous 07/21/2024 07/20/2026 MAB #50103
    MS QE 32 30 2 Synchronous Synchronous 07/21/2024 07/20/2026 MAB # 50103
    MT CE 32 30 2 Synchronous Synchronous 06/04/2024 06/04/2027 REA-CEC-REC- 18027
    NC CE 30 30 Synchronous Synchronous 01/01/2025 12/31/2025 3043
    ND CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505, CE-222028
    ND QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    NE QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 123340F.02
    NH CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027
    NJ CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 2024-3018
    NJ QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 2024-3018
    NM CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 4434
    NM CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 4434
    NM QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 4434
    NV CE 32 30 2 Synchronous Synchronous 08/05/2024 07/31/2025 CE.0009730-A
    NY CE 28 28 Synchronous Synchronous 01/01/2025 12/31/2025 A4256
    OH CE 30 30 Synchronous Synchronous 01/01/2025 12/31/2025 084504703A 25
    OH QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    OK CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 863
    OK QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 678
    PA CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027
    PA QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    PR CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    PR QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    RI CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 REA.0002175-CE
    RI QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 REA.0002175-CE
    SC CE 32 30 2 Synchronous Synchronous 09/01/2024 08/31/2026 AC . 1374
    SC QE 32 30 2 Synchronous Synchronous 09/01/2024 08/31/2026 AC . 1374
    SD CE 32 30 2 Synchronous Synchronous 06/17/2024 05/18/2026 SD 1313 CE
    TN CE 32 30 2 Synchronous Synchronous 09/01/2022 10/31/2026 2701, 2232
    TN QE 32 30 2 Synchronous Synchronous 07/25/2023 07/31/2025 2701
    TX CE 30 30 Synchronous Synchronous 05/17/2024 06/30/2026 TX Provider #:10 Course #:43520
    TX QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 TX Provider #:8038 Course #: 49523
    UT QE 32 30 2 Synchronous Synchronous 07/26/2023 07/31/2025 AQ230723
    VA CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    VA QE 32 30 2 Synchronous Synchronous 08/11/2023 08/31/2025 4006000907
    VT CE 30 30 Synchronous Synchronous 03/20/2025 03/20/2029
    VT QE 32 30 2 Synchronous Synchronous 07/26/2023 03/20/2029
    WA CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 A24009030
    WA QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 A24009030
    WI CE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    WI QE 32 30 2 Synchronous Synchronous 06/23/2024 06/23/2027 67505
    WV CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    WV QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    WY CE 32 30 2 Synchronous Synchronous 07/21/2024 07/31/2026
    WY CE 30 30 Synchronous Synchronous 08/01/2024 07/20/2027 423
    WY QE 32 30 2 Synchronous Synchronous 09/27/2023 03/30/2026 368
    Course Objectives
    • Effectively develop and communicate opinions of completeness, accuracy, adequacy, relevance, reasonableness, appropriateness, credibility, and reasons for disagreement.
    • Evaluate appraisal errors to distinguish whether they are trivial or material from a review perspective.
    • Approach a review assignment and determine on your own what makes a review good.
    • Create an appropriate review format based on the context of the assignment.
    Course Details

    Assignments:
    No

    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 (433 pp.)
    • Participant Note (1 p.)
    • Review Process Handout (1 p.)
    • Common Errors and Issues in Review Supplement (8 pp.)
     Designated Members, Candidates for Designation, and Associate Members will receive the discounted AI Price for Advanced Education courses: Review Theory—General and Review Case Studies—General. All others will pay full price.
     
    Review Theory—General is required for individuals pursuing the Appraisal Institute General Review Designation (AI-GRS – Appraisal Institute – General Review Specialist). For more information regarding the requirements for the review designation, please click here.
     
    If you are currently designated, view for more information on the alternative path.

    If you are currently a Candidate for Designation, or wish to become a Candidate, view here for the specific designation requirements.

     
    Disclaimer
    I agree to the terms and policies set forth under the Appraisal Institute Online Education Policy. I also certify that I am the person identified above under Personal Data and that I will personally complete each assigned module of instruction and any examination(s). I understand and agree that if I misrepresent my identity or arrange for someone else to represent himself or herself as me at any time during the Appraisal Institute online course or seminar, I will be immediately removed from the course or seminar and I will not be entitled to any refund. I further understand that if I am a Designated member, Candidate for Designation, Associate Member, or Affiliate of the Appraisal Institute and participated in any misrepresentation of identity, by affirmative act or failure to act, I will be the subject of a peer review proceeding under Regulation No. 6 for violation of the Code of Professional Ethics and Standards of Professional Practice of the Appraisal Institute, and such peer review proceeding may result in termination of my Appraisal Institute membership, candidacy, and/or affiliation.  

    Requirements:

    Live Online Education FAQ

    A laptop computer is required. Word processing software must be installed and operational. This course includes writing exercises.

    Event Information

    Class Schedule: Class begins each day at 1:00 pm Central Time (11:00AM Pacific, 12:00PM Mountain, 2:00PM Eastern). Each class will run for three and a half hours (3.50 hr) each day with breaks as needed. The course runs for eight (8) days. Times shown are U.S. Central (Chicago). All students must be 100% present for the class in order to receive credit. Partial credit will not be awarded. Anyone who isn't present 100% receives no credit and is responsible for continuing the program on their own time. Day 1: Tuesday, July 22, 1:00PM - 4:30PM Day 2: Wednesday, July 23, 1:00PM - 4:30PM Day 3: Thursday, July 24, 1:00PM - 4:30PM Day 4: Friday, July 25, 1:00PM - 4:30PM (No class Saturday/Sunday) Day 5: Monday, July 28, 1:00PM - 4:30PM Day 6: Tuesday, July 29, 1:00PM - 4:30PM Day 7: Wednesday, July 30, 1:00PM - 4:30PM Day 8: Thursday, July 31, 1:00PM - 4:30PM

     

    Exam:  
    You will have 90 days from the time that you complete the course to take the proctored exam, either online or at a testing center. You can schedule the exam within 48 business hours after the course has been marked for completion. Review your account for the “Schedule Your Exam” messaging. 

    Testing center locations in your area can be found by clicking on this link: www.pearsonvue.com/ai. For more information, visit our Exam FAQ page. 

     

    Download Course Materials:

    • Login to your AI Account at www.appraisalinstitute.org with the username and password you used when you registered.
    • Click on “Education and Events” located in the menu on the right-hand side.
    • On the My Events page, find the course under the “Classroom Offerings/Synchronous Offerings/Conferences” heading and click the "View" button.
    • Scroll down to the “Download Course Materials” section and click on each link to download the course materials.

    Location:
    This course will be held via live interactive classroom technology. See below important participation requirements.

    State Credit:
    A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

    Participation Requirements: AI National Synchronous students are required to have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is the student’s responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.

     

    • All students are required to always keep their webcam on with their entire face fully visible while class is in session. 
    • Attendance will be monitored throughout the day through webcams and polling. 
    • A photo ID must be uploaded to the offering page prior to the start date of the offering. Please refer to the Appraisal Institute Synchronous Resources for instructions on how to upload your ID. 
    • Any issues with the upload, please contact customerservice@appraisalinstitute.org or call (888) 756-4624.

    The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.

    For questions regarding these classroom participation requirements, contact the Appraisal Institute at customerservice@appraisalinstitute.org or call (888) 756-4624.

    Connection Information:
    Several minutes after you receive your Appraisal Institute receipt email, you will receive a second email from GoToTraining which will include instructions on connecting to the live session and a link to a small download of the GoToTraining software. The software runs on almost all operating systems and popular browsers. Connection email reminders are sent at specific intervals: 1 week, 1 day, and 1 hour prior to the live session start time. If you do not receive the connection information, please check your junk, spam, or quarantine folders. For questions, please email customerservice@appraisalinstitute.org or call (888) 756-4624

    Note: Work devices with strong VPNs or firewalls have trouble connecting to GTT systems. It is recommended to use your personal device or to reach out to your organization’s IT department for assistance prior to the first session. 

     

    In this class, GoToTraining’s built-in recording software will be used to record live class discussions. As a student in this class, your participation in live class discussions will be recorded. The Appraisal Institute will use the recordings to ensure that all students are following guidelines and to track attendance based on state needs. These recordings will be made available only to students enrolled in the class, to assist those who cannot attend the live session (e.g. emergencies such as extreme weather situations, family emergencies, etc.) or to serve as a resource for training new instructors. All recordings will become available at the discretion of the instructor or the Appraisal Institute’s Education department. Students who prefer to participate via audio only will be allowed to disable their video camera so only audio will be captured. Please discuss this option with your instructor.

    The use of all video recordings will be in keeping with the Appraisal Institute Privacy Statement shown below:

    Assuring privacy among faculty and students engaged in online and face-to-face instructional activities helps promote open and robust conversations and mitigates concerns that comments made within the context of the class will be shared beyond the classroom. As such, recordings of instructional activities occurring in online or face-to-face classes may be used solely for internal class purposes by the faculty member and students registered for the course, and only during the period in which the course is offered. Students will be informed of such recordings by a statement in the syllabus for the course in which they will be recorded. Instructors who wish to make subsequent use of recordings that include student activity may do so only with informed written consent of the students involved or if all student activity is removed from the recording. Recordings including student activity that have been initiated by the instructor may be retained by the instructor only for individual use.