Business Practices and Ethics
Register
- Date
- October 24, 2024
- Location
- Costa Mesa, CA
- Sponsor
- Southern California Chapter
- Instructor
- Jacinto A. Munoz, Jr., MAI, SRA, AI-GRS, AI-RRS
- Class Time
- 6 Hours
- Full Price
- $275.00
- AI Price
- $225.00
Course Description
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
Who Should Enroll
- Designated members
- Candidates for Designation
- Practicing Affiliates and those interested in readmitting to the Appraisal Institute
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 | 6 | 6 | Classroom | Classroom | 06/27/2023 | 04/17/2026 | 19394 | |
| AL | CE | 6 | 6 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02780 | |
| AR | CE | 6 | 6 | Classroom | Classroom | 09/11/2023 | 09/10/2025 | ||
| AZ | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| CA | CE | 6 | 6 | Classroom | Classroom | 02/16/2023 | 03/18/2027 | 19 CP 754601363 | |
| CO | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 04/11/2026 | 2402 | |
| CT | CE | 6 | 6 | Classroom | Classroom | 02/25/2022 | 02/25/2025 | AAL.000902 | |
| DC | CE | 6 | 6 | Classroom | Classroom | 03/01/2020 | 02/28/2024 | 3998 | |
| DC | CE | 6 | 6 | Classroom | Classroom | 01/18/2024 | 02/28/2026 | 3998 | |
| DE | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| FL | CE | 6 | 6 | Classroom | Classroom | 03/14/2023 | 03/13/2025 | 0009980 | |
| GA | CE | 6 | 6 | Classroom | Classroom | 03/08/2022 | 74057 | ||
| GA | CE | 6 | 6 | Classroom | Classroom | 06/23/2023 | 06/25/2026 | 74057 | |
| HI | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-469 | |
| IA | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | A518-1047 | |
| ID | CE | 6 | 6 | Classroom | Classroom | 01/28/2022 | 06/25/2026 | ||
| ID | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | ||
| IL | CE | 6 | 6 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 575.010347 | |
| IN | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| KS | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 178.C24.R | |
| KY | CE | 6 | 6 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | ||
| LA | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A0011 | |
| MA | CE | 6 | 6 | Classroom | Classroom | 04/05/2022 | 04/14/2024 | 120077 | |
| MD | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| ME | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| MI | CE | 6 | 6 | Classroom | Classroom | 02/19/2022 | 02/19/2025 | 1492 | |
| MN | CE | 6 | 6 | Classroom | Classroom | 04/01/2023 | 03/31/2025 | 1034998 | |
| MO | CE | 6 | 6 | Classroom | Classroom | 04/15/2022 | 06/25/2026 | ||
| MS | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 07/27/2025 | MAB #50251 | |
| MT | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | REA-CEC-REC-16799 | |
| NC | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 4290 | |
| ND | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | CE-223043 | |
| NE | CE | 6 | 6 | Classroom | Classroom | 02/14/2019 | 02/14/2024 | 2191408.02 | |
| NE | CE | 6 | 6 | Classroom | Classroom | 02/15/2024 | 04/14/2029 | 2191408.02 | |
| NH | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | ||
| NJ | CE | 6 | 6 | Classroom | Classroom | 02/16/2022 | 2022-3443 | ||
| NM | CE | 6 | 6 | Classroom | Classroom | 06/23/2023 | 06/25/2026 | 4260 | |
| NV | CE | 6 | 6 | Classroom | Classroom | 03/20/2023 | 03/31/2024 | CE.0009683-A | |
| NV | CE | 6 | 6 | Classroom | Classroom | 04/01/2024 | 03/31/2025 | CE.0009683-A | |
| NY | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A5148-06 | |
| OH | CE | 6 | 6 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 084402004A 22 | |
| OK | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | 714 | |
| OR | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | APIN-C-0523-8986 | |
| PA | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | ||
| PR | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| RI | CE | 6 | 6 | Classroom | Classroom | 06/23/2023 | 11/26/2025 | REA.0002051-CE | |
| SC | CE | 6 | 6 | Classroom | Classroom | 09/01/2022 | 08/31/2024 | CE1780 | |
| SD | CE | 6 | 6 | Classroom | Classroom | 03/04/2022 | 03/04/2025 | SD 1334 CE | |
| TN | CE | 6 | 6 | Classroom | Classroom | 02/08/2023 | 03/31/2025 | 2281 | |
| TX | CE | 6 | 6 | Classroom | Classroom | 02/04/2022 | 06/25/2025 | TX Provider #:10 Course #: 43984 | |
| UT | CE | 6 | 6 | Classroom | Classroom | 07/01/2023 | 06/30/2025 | AC230612 | |
| VA | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| VT | CE | 6 | 6 | Classroom | Classroom | 01/21/2021 | 01/25/2025 | ||
| WA | CE | 6 | 6 | Classroom | Classroom | 01/23/2024 | 01/23/2027 | A24001450 (Washington Idaho Montana Chapter) | |
| WI | CE | 6 | 6 | Classroom | Classroom | 06/25/2023 | 06/25/2026 | 68531 | |
| WV | CE | 6 | 6 | Classroom | Classroom | 06/26/2023 | 06/25/2026 | ||
| WY | CE | 6 | 6 | Classroom | Classroom | 03/04/2022 | 02/11/2025 |
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:
Table of Contents and Overview
Course Schedule
Assignments:
No
Equipment:
None
Additional Information:
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
Prerequisites
Course Materials & Recommended Books
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Standard
Today thru 10/09/2024 |
$275.00 | $225.00 |
Additional Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Washington Idaho Montana Chapter | January 29, 2024 | Synchronous | View Details | Register | |
| Washington Idaho Montana Chapter | January 29, 2024 | Spokane, WA | Classroom | View Details | Register |
| Alabama-Mississippi Chapter | January 31, 2024 | Synchronous | View Details | Register | |
| Alabama-Mississippi Chapter | January 31, 2024 | Birmingham, AL | Classroom | View Details | Register |
| Appraisal Institute | February 2, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | On Demand | Online | View Details | Register | |
| Northeast Florida Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| Florida Gulf Coast Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| South Florida Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| East Florida Chapter | February 8, 2024 | Synchronous | View Details | Register | |
| Metropolitan New York Chapter | March 7, 2024 | Synchronous | View Details | Register | |
| Hawaii Chapter | March 7, 2024 | Honolulu, HI | Classroom | View Details | Register |
| Alaska Chapter | March 15, 2024 | Synchronous | View Details | Register | |
| Alaska Chapter | March 15, 2024 | Anchorage, AK | Classroom | View Details | Register |
| Long Island Chapter | March 15, 2024 | Carle Place, NY | Classroom | View Details | Register |
| Northeast New Jersey Chapter | March 20, 2024 | Ho-Ho-Kus, NJ | Classroom | View Details | Register |
| Hoosier State Chapter | March 25, 2024 | Indianapolis, IN | Classroom | View Details | Register |
| Appraisal Institute | April 12, 2024 | Synchronous | View Details | Register | |
| Delaware Chapter | April 19, 2024 | Synchronous | View Details | Register | |
| Chicago Chapter | April 19, 2024 | Chicago, IL | Classroom | View Details | Register |
| Metro New Jersey Chapter | June 6, 2024 | Branchburg, NJ | Classroom | View Details | Register |
| South Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Florida Gulf Coast Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Northeast Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| East Florida Chapter | June 13, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | June 24, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | August 2, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | October 7, 2024 | Synchronous | View Details | Register | |
| Appraisal Institute | December 6, 2024 | Synchronous | View Details | Register |
Event Information
ENROLLMENT
Enrollment is on a first-come, first served basis. If the
event is filled, a waiting list will be retained. The Southern California
Chapter reserves the rights to cancel, limit, or reschedule this event if the
minimum enrollment level is not reached, and to change faculty assignments and
facility locations at any time. Prospective students should confirm their
registration before making any non-refundable airline reservations. There are
NO transfers; you must cancel out of the offering.
ATTENDANCE
The Appraisal Institute enforces attendance requirements
mandated by state licensing and certification regulatory agencies. The
Appraisal Institute issues certificates for state certification/licensing or
state continuing education credit that verify successful completion and
attendance of 100%, with your grade notification letter for courses, or at the
conclusion of seminars. One hundred percent (100%) attendance is required for
all Appraisal Institute education programs. This follows Appraiser Qualification
Board minimum criteria requirements.
PREREQUISITES
Some classes have prerequisites. Be sure to read the course
description to find out if there are any prerequisites for this course.
REQUIRED TEXTBOOKS
Some classes have required textbooks. Be sure to read the
class description to find out if there are any required textbooks for this
course. There will not be any textbooks for purchase at the class. You must buy
them ahead of time. If you arrive for a class without the required textbook
credit for the class cannot be given and there will be no refund.
REQUIRED EQUIPMENT
Some classes require you bring a laptop and or other
equipment. Be sure to read the class description to determine if any equipment
is required. You are responsible for bringing your own extension cord(s). None
will be provided. Please safeguard your equipment and personal belongings at
all times. The Appraisal Institute, the Southern California Chapter, the
Instructor or the facility will not be responsible for any loss of your
personal belongings.
CLASS MATERIALS TO DOWNLOAD
Some classes are now available with downloadable materials.
If you opted to download class materials instead of having them shipped to you,
you will be required to bring the materials with you on a laptop or as a hard
copy. If you do not have the materials with you credit for the class cannot be
given and there will be no refund. Copies will not be available to you in the
class. You are responsible for bringing your own extension cord(s). None will
be provided.
ADA COMPLIANCE
It is the policy of the Appraisal Institute to provide
reasonable accommodations for qualified persons with disabilities who are
participating in Appraisal Institute educational programs. If you need
accommodations to participate because of a disability, please notify us in
writing at least two weeks in advance of the program and we will arrange for
reasonable accommodation. Without two weeks’ notice, accommodation may not be
available.
ATTENDANCE CERTIFICATE:
With the recent transition to the Appraisal
Institute’s NetForum registration system, attendance certificates will be
available for download directly through the AI’s national website. The
procedure to obtain your certificate is:
Go to www.appraisalinstitute.org
Log into Your AI Account
Select Education/Events on the right sidebar
See List of All Offerings
Scroll to the specific offering which shows
Registered and click
At the very bottom of the screen, click
Retrieve Certificate
NOTE: Allow a minimum of ten business days for
certificates to be available. The Chapter office cannot view, nor can we
retrieve copies of your attendance certificate. Anyone having difficulty
accessing their certificate should contact the Education Delivery Services
Dept. directly at education@appraisalinstitute.org.
Program materials can be downloaded by the student.