Quantitative Analysis

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 are strongly encouraged to have pre-printed and/or pre-downloaded the materials.  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 Analysis is 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