Real Estate Finance, Statistics, and Valuation Modeling
Register
- Date
- February 5-6, 2024
- Location
- NASHVILLE, TN
- Sponsor
- Tennessee Chapter
- Instructor
- John H. Urubek, MAI, AI-GRS
- Class Time
- 14 hours
- Exam Time
- 1 Hour
- Full Price
- $425.00
- AI Price
- $360.00
Course Description
This course introduces the topics of statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. During the first half of the course, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice. In the second half, you will gain an understanding of real estate finance markets, learn about credit conditions and their impact on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances. You’ll gain insights into financial history, how mortgages impact value, and learn about measuring volatility and standard deviations.
Who Should Enroll
- Beginning real property appraisers
- Real estate professionals
- Users of appraisal services
- Accountants
AI CE Points
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|---|
| AK | CE | 14 | 14 | Classroom | Classroom | 07/08/2021 | 07/08/2024 | 18424 | |
| AK | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 18583 | |
| AK | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 18583 |
| AK | QE | 15 | 14 | 1 | Classroom | Classroom | 07/08/2021 | 07/08/2024 | 18424 |
| AL | CE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02683 |
| AL | QE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02683 |
| AR | CE | 14 | 14 | Classroom | Classroom | 03/01/2021 | 07/20/2024 | ||
| AR | CE | 15 | 14 | 1 | Classroom | Classroom | 12/05/2022 | 03/01/2025 | |
| AR | CE | 14 | 14 | Classroom | Classroom | 12/05/2022 | 03/01/2025 | ||
| AR | QE | 15 | 14 | 1 | Classroom | Classroom | 12/05/2022 | 03/01/2025 | |
| AR | QE | 15 | 14 | 1 | Classroom | Classroom | 03/01/2021 | 07/20/2024 | |
| AZ | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| AZ | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| CA | CE | 14 | 14 | Classroom | Classroom | 07/29/2023 | 07/28/2027 | 11754219 | |
| CA | QE | 15 | 14 | 1 | Classroom | Classroom | 07/29/2023 | 07/28/2027 | 11754219 |
| CO | CE | 14 | 14 | Classroom | Classroom | 01/21/2024 | 06/01/2025 | 2533 | |
| CO | CE | 15 | 14 | 1 | Classroom | Classroom | 01/21/2024 | 06/01/2025 | 2533 |
| CO | QE | 15 | 14 | 1 | Classroom | Classroom | 01/21/2024 | 06/01/2025 | 2533 |
| CT | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | AAL.001082 | |
| CT | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | APR.000307 |
| DC | CE | 14 | 14 | Classroom | Classroom | 12/18/2014 | 02/28/2024 | 3129 | |
| DC | QE | 15 | 14 | 1 | Classroom | Classroom | 12/17/2014 | 02/28/2024 | 3129 |
| DE | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| DE | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| GA | CE | 14 | 14 | Classroom | Classroom | 08/20/2011 | 62074 | ||
| GA | CE | 15 | 14 | 1 | Classroom | Classroom | 08/21/2011 | 62073 | |
| GA | QE | 15 | 14 | 1 | Classroom | Classroom | 08/20/2011 | 62073 | |
| HI | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2024 | 07/20/2024 | 23-363 |
| HI | CE | 14 | 14 | Classroom | Classroom | 01/01/2024 | 07/20/2024 | 23-363 | |
| HI | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2024 | 07/20/2024 | 23-363 |
| IA | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | A518-1131 | |
| IA | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | A518-1132 |
| ID | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| ID | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| IL | CE | 14 | 14 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 575.001677 | |
| IL | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 573.000572 |
| IN | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| IN | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| KS | CE | 14 | 14 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 224.C24.R | |
| KS | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 324.P24.R |
| KY | CE | 15 | 14 | 1 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | |
| KY | QE | 15 | 14 | 1 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | |
| LA | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| LA | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| MA | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 10051219 | |
| MA | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 10051218 |
| MD | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| MD | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| ME | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| ME | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| MI | CE | 14 | 14 | Classroom | Classroom | 09/13/2023 | 09/13/2026 | 20 - 1107044 | |
| MI | QE | 15 | 14 | 1 | Classroom | Classroom | 09/13/2023 | 09/13/2026 | 20 - 1107034 |
| MN | CE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2021 | 12/31/2024 | 1009744 |
| MN | QE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2021 | 12/31/2024 | 1009743 |
| MO | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| MO | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| MS | CE | 14 | 14 | Classroom | Classroom | 04/01/2023 | 07/20/2024 | MAB #49734 | |
| MS | QE | 15 | 14 | 1 | Classroom | Classroom | 04/01/2023 | 07/20/2024 | MAB #49734 |
| MT | CE | 14 | 14 | Classroom | Classroom | 11/19/2023 | 07/20/2024 | REA-CEC-REC-16942 | |
| MT | QE | 15 | 14 | 1 | Classroom | Classroom | 11/19/2023 | 07/20/2024 | REA-CEC-REC-16942 |
| NC | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | |
| ND | QE | 15 | 14 | 1 | Classroom | Classroom | 05/16/2023 | 07/20/2024 | QE-223017 |
| NE | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| NH | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| NH | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| NJ | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 2023-3429 | |
| NJ | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 2023-3429 |
| NM | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 4263 | |
| NM | CE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 4263 |
| NM | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 4262 |
| NV | CE | 14 | 14 | Classroom | Classroom | 10/06/2023 | 10/31/2024 | CE.0009808-A | |
| NV | QE | 15 | 14 | 1 | Classroom | Classroom | 04/01/2023 | 03/31/2024 | PL.0008522-A |
| NV | QE | 15 | 14 | 1 | Classroom | Classroom | 04/01/2024 | 03/31/2025 | PL.0008522-A |
| NY | CE | 14 | 14 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A5539-14 | |
| NY | QE | 15 | 14 | 1 | Classroom | Classroom | 09/30/2023 | 09/30/2024 | Q0314 |
| OH | CE | 14 | 14 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 084401404A 22 | |
| OH | QE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2011 | ||
| OH | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| OK | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 702 | |
| OK | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | 621 |
| OR | CE | 14 | 14 | Classroom | Classroom | 08/24/2023 | 07/20/2024 | APIN-Q-0622-8937 | |
| OR | QE | 15 | 14 | 1 | Classroom | Classroom | 08/24/2023 | 07/20/2024 | APIN-Q-0622-8937 |
| PA | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| PA | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| PR | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| PR | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| RI | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | REA.0001529-CE | |
| RI | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | REA.0001529-CE |
| SC | QE | 15 | 14 | 1 | Classroom | Classroom | 08/31/2014 | 08/31/2024 | AS.1QE-8 |
| SD | CE | 15 | 14 | 1 | Classroom | Classroom | 01/12/2024 | 07/20/2024 | SD 550 |
| SD | QE | 15 | 14 | 1 | Classroom | Classroom | 01/12/2024 | 07/20/2024 | SD 550 |
| TN | CE | 14 | 14 | Classroom | Classroom | 12/01/2023 | 11/30/2025 | 1540 | |
| TN | QE | 15 | 14 | 1 | Classroom | Classroom | 12/01/2023 | 11/30/2025 | 1540 |
| TX | CE | 15 | 14 | 1 | Classroom | Classroom | 04/29/2023 | 07/20/2024 | TX Provider #:10 Course #:46227 |
| TX | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 08/31/2024 | TX Provider #:10 Course #: 34494 | |
| TX | CE | 14 | 14 | Classroom | Classroom | 07/21/2023 | 07/31/2024 | TX Provider #:10 Course #: 34494 | |
| TX | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/31/2024 | TX Provider #: 8038 Course #: 27897 |
| UT | CE | 14 | 14 | Classroom | Classroom | 12/01/2023 | 11/30/2025 | AC231113 | |
| UT | QE | 15 | 14 | 1 | Classroom | Classroom | 12/01/2023 | 11/30/2025 | AQ231127 |
| VA | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| VA | QE | 15 | 14 | 1 | Classroom | Classroom | 10/01/2023 | 09/30/2025 | 4006000475 |
| VT | CE | 14 | 14 | Classroom | Classroom | 05/02/2022 | 05/02/2026 | ||
| VT | QE | 15 | 14 | 1 | Classroom | Classroom | 01/21/2021 | 01/21/2025 | |
| WI | CE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| WI | QE | 15 | 14 | 1 | Classroom | Classroom | 01/01/2022 | 07/20/2024 | 74550 |
| WV | CE | 14 | 14 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | ||
| WV | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 07/20/2024 | |
| WY | CE | 14 | 14 | Classroom | Classroom | 01/21/2021 | 01/21/2025 | ||
| WY | QE | 15 | 14 | 1 | Classroom | Classroom | 08/29/2023 | 08/28/2026 |
Course Objectives
- Review and apply basic statistical principles and statistical analysis techniques, and recognize how they can be used in valuation.
- Describe the essential functions of real estate finance markets; recognize the impact of credit conditions on values and appraisal; and calculate and interpret fundamental numbers, such as loan payments and balances.
Course Details
Program Overview:
Table of Contents and Overview
Course Schedule
Assignments:
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.
- 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.
Additional Information:
![]() | Course Materials Include:
The Appraisal Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
Prerequisites
Course Materials & Recommended Books
- A Guide to Appraisal Valuation Modeling
- Practical Applications in Appraisal Valuation Modeling
- An Introduction to Statistics for Appraisers
- The Appraisal of Real Estate, 15th ed.
- Real Estate Finance, 10th ed., John Weidemer, J. Keith Baker, 2015
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Standard
Today thru 02/06/2024 |
$425.00 | $360.00 |
Additional Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Appraisal Institute | On Demand | Online | View Details | Register | |
| Chicago Chapter | March 21-22, 2024 | Chicago, IL | Classroom | View Details | Register |
| Metropolitan New York Chapter | April 16-18, 2024 | New York, NY | Classroom | View Details | Register |
| Oklahoma Ozark Chapter | April 22-23, 2024 | Tulsa, OK | Classroom | View Details | Register |
| Appraisal Institute | May 6-9, 2024 | Synchronous | View Details | Register | |
| Massachusetts Rhode Island and Maine Chapter | June 12-13, 2024 | Reading, MA | Classroom | View Details | Register |
| Appraisal Institute | December 2-5, 2024 | Synchronous | View Details | Register |
Event Information
Area Hotels/Lodging:
**Please Note: You will need access to a vehicle. The closest recommended hotel to the class venue is 6 miles away.
Four Points by Sheraton Brentwood
760 Old Hickory BLVD
Brentwood, TN 37067
615-964-5500
Hampton Inn Nashville/Brentwood
5630 Franklin Pike Circle
Brentwood, TN 37027
615-373-2212
Best Western Brentwood
5581 Franklin Pike Circle
Brentwood, TN 37027
615-373-8585
Please note that these are merely suggestions on where to stay. We do not have a block of rooms anywhere due to the amount of people that use their own points, or choose to utilize cost saving services such as hotwire, priceline, etc... Any hotel in Brentwood will be close and safe to the class venue.
Nashville also offers Uber and Lyft service options for those that are flying in to take courses and choose not to rent a car.
