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The Appraiser as an Expert Witness: Preparation & Testimony Education Schedule (PDF)
Education Catalog (PDF)
Some AI educational programs may not be approved in every state.
Students should check state approvals prior to registering for any Appraisal Institute program.

ClassroomOn-Demand Online EducationLive Online (Synchronous)

This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

Upon completion of the course, participants should be able to:

    • Describe the general process of a lawsuit involving real property valuation
    • Understand the mechanics and strategies of a deposition and direct testimony
    • Understand the requirements to successfully communicate and defend an opinion of value in a courtroom setting

Note: This course is in the Litigation Professional Development Program. For more information, click here.

Program Overview
• Table of Contents and Overview (PDF)
• Course Schedule (PDF)

Recommended Text
• Real Estate Valuation in Litigation, 2nd ed.
• Applications in Litigation Valuation: A Pragmatist’s Guide

Ordering Information
To order books and other materials go to
our store

Tuition
Please contact the sponsoring chapter for information on fees applicable to chapter programs.

Required
A financial calculator is required. The accepted model used in the course is the HP-12C. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.


You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.


• Free Review—Using a Financial Calculator; Symbols and Formulas, Capitalization Selection Tree, and Sample Problems; and Financial Calculator Practice Exercises
For additional help with the HP12C calculator, take our online seminar, Using Your HP12C Financial Calculator.

AI CE Credit for Designated Members, Candidates for Designation, and Practicing Affiliates
• Attend Only = 150 points
• Attend and Pass= 200 points

Prerequisites
Successful completion of Basic Appraisal Principles and Basic Appraisal Procedures is required.

Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

Who Should Enroll
Experienced residential and general appraisers interested in exploring litigation valuation as a specialty, real estate professionals, users of appraisal services, attorneys

Click Here for State Approvals


  
Class Schedule & Locations

02/19/2015 - 02/20/2015, Class is Thursday & Friday
Location: Ft. Lauderdale, FL
Click here for location details
Sponsor: South Florida
Contact: Debra McClave, (954) 229-0499
Instructor: Underwood Jr., John R., MAI, SRA
Register


04/09/2015 - 04/10/2015
Location: Louisville, KY
Click here for location details
Sponsor: Bluegrass
Contact: Susan Katz, (502) 727-9181
Instructor: Underwood Jr., John R., MAI, SRA
Register


04/27/2015 - 04/28/2015
Location: Costa Mesa, CA
Click here for location details
Sponsor: Southern California
Contact: Lianna Ayala, (818) 957-5111x20
Instructor: Roach, Stephen D., MAI, SRA
Register


06/15/2015 - 06/16/2015
Location: Rockville, MD
Click here for location details
Sponsor: Washington DC Metropolitan Area
Contact: Peter Houstle, (301) 924-1020
Instructor: Dowling, Vincent M., MAI, SRA
Register


08/13/2015 - 08/14/2015
Location: Greensboro, NC
Click here for location details
Sponsor: North Carolina
Contact: Nancy S. Linton-Hall, (336) 297-9511
Instructor: Spence, William D. Otto, MAI, AI-GRS
Register


09/17/2015 - 09/18/2015
Location: San Diego, CA
Click here for location details
Sponsor: San Diego
Contact: Patti L. Kreutzer, (858) 292-7324
Instructor: Roach, Stephen D., MAI, SRA
Register






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