Business Practices and Ethics
Register
- Date
- March 15, 2024
- Location
- Carle Place, NY
- Sponsor
- Long Island Chapter
- Instructor
- Robert B. Smith, MAI, AI-GRS
- Class Time
- 6 Hours
- Full Price
- $215.00
- AI Price
- $195.00
Enroll by March 15!
View Pricing Options
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
Read More
Who Should Enroll
- Designated members
- Candidates for Designation
- Practicing Affiliates and those interested in readmitting to the Appraisal Institute
AI CE Points
Attend:
30
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 03/15/2024 |
$215.00 | $195.00 |
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 |
| 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 | |
| Southern California Chapter | October 24, 2024 | Costa Mesa, CA | Classroom | View Details | Register |
| Appraisal Institute | December 6, 2024 | Synchronous | View Details | Register |
Event Information
THE LONG ISLAND CHAPTER OF THE APPRAISAL INSTITUTE
BUSINESS PRACTICES AND ETHICS
MARCH 15, 2024
In Person Offering – Hilton Homewood Suites, Carle Place, NY
Course Schedule:
Friday, MARCH 15, 2024
Sign-In: 8:45 a.m. EST
Class Instruction: 9:00 a.m. – 4:00 p.m. EST
Instructor: ROBERT B. SMITH, MAI, AI-GRS
Location: HILTON HOMEWOOD SUITES
40 Westbury Avenue, Carle Place, NY
11514
NOTE: This hotel is within 30 minutes of Manhattan. Public transportation available with Airtrain from JFK Airport or Long Island Railroad to Mineola station. There are restaurants within walking distance of hotel.
Tuition: $ 195.00 | AI Member Price
$ 215.00 | Full Price,
Non-Members
CE: Continuing Education Credit: Full attendance at this course and successful completion of the examination will qualify for 30 Points / 6.0 hours of Appraisal Institute CE credit, and 6.0 hours NYS Real Estate Appraiser Continuing Education Credit.
Required Texts:
Course Student Handbook included in tuition and download link will be sent to you after
registering. Alternatively, you may purchase a print copy at an additional
charge at registration, which will be shipped to you.
*You must bring Student Handbook in downloaded or print form to
class.
*If students have previously obtained these outlines, the purchase price will not be deducted from the tuition fees.