Meeting/Event Information
Business Practices and Ethics
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, Practicing Affiliates, and Affiliates, 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
AI CE Points: 30 points
Texas CE Credits: 6 hours
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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 Affiliates, Practicing Affiliates, Candidates for Designation, and Designated 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:
Assignments: No
Equipment: None
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
Event Information
COURSE SCHEDULE – Friday, December 13, 2024:
- Login and Roll Call – 8:00am to 8:30am CT
- Lecture – 8:30am to 3:00pm CT
- Lunch – 30-minute break
To expedite roll call, please provide a copy of your driver's license to the Chapter office for ID verification prior to December 13. Please cover all information except your full name and photo prior to sending to the Chapter. If you provided your driver’s license for a previous class, it is not necessary to resubmit.
TUITION:
Standard (today thru 12/03/2024)
AI Member Price: $210.00
Non-member Price: $235.00
Late (after 12/04/2024)
AI Member Price: $235.00
Non-member Price: $260.00
**Tuition includes downloadable course material - it does not include a printed set of course material
COURSE MATERIAL:
DOWNLOADABLE course material is automatically provided to ALL students via a download option. Please have your laptop/reader available with the downloaded material or have a printed copy of the material with you.
If you would like to receive a printed copy of the course material, you will have an option during the registration process to order a set. Students requesting printed material will be charged a $30.00 material fee plus shipping in addition to the course tuition.
**Note that If you do not receive the material shipment in time for the course, please download or print a copy of the material from the Education and Events section of your AI account
ZOOM REQUIREMENTS:
This seminar will be offered via Zoom Virtual Classroom. Participants must have a computer or tablet with web camera, audio, microphone and reliable internet connection to participate and receive continuing education credit. The Zoom platform will be interactive and live. The instructor must be able to physically see and interact with all students, and students must be able to see and interact with the instructor throughout the class.
After you have registered for the program, a copy of your driver's license must be emailed to the Chapter office for ID verification prior to the offering start date. Please cover all information except your full name and photo prior to sending to the Chapter. If you provided your driver’s license for a previous class, it is not necessary to resubmit.
A Zoom access link will be emailed to participants prior to the class. The link will be in a different email than your seminar confirmation.
You do not need a paid account from Zoom to participate. If you are using your iPad/iPhone/smartphone, please download the Zoom app prior to the offering.
Please check your webcam privacy settings on your computer. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for your webcam to work.
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