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General Appraiser Report Writing and Case Studies

    Date: April 8 - 11, 2019   Location: Middleburg Heights, OH
 
  Course  
Category  General [Gen]  
Attendance Hours  28.0  
Exam Hours  2.0  
Current Price  $ 490.00 AI Price *  
$ 515.00 Full Price *  
* SAVE! early registration
 
  Instructor  
Dana R. Thornberry, MAI, SRA  
    
 
  Location  
Name  Crowne Plaza Cleveland Airport  
Rep  Nancy Wells  
Address  7230 Engle Rd.  
City  Middleburg Heights  
State  OH  
Zip  44130  
Phone  (440) 243-4040  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Ohio
Website  www.aiohio.org  
Contact Name  Nancy Linton-Hall  
Address  122 W. Murphy St.  
   Suite 3  
City  Madison  
State  NC  
Zip  27025  
Email  nancy@aiohio.org  
Phone  (336) 297-9511  
Fax  (336) 297-9055  
 
  Description  

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis.

Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Note. This course can also be used for MAI education requirements. Click here for details.

Downloads
Table of Contents and Overview (PDF)
Schedule (PDF)
 
  Audience  
• Those seeking General Appraiser certification

• Appraisers who want to improve their writing skills
 
  Equipment  
• Laptop
• 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.
• HP-12C calculator user's manual
• You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP-12C. Do not come to class 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
 
  Prerequisites  
Basic Appraisal Principles
Basic Appraisal Procedures
National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
General Market Analysis and Highest & Best Use
General Appraiser Site Valuation and Cost Approach
General Appraiser Sales Comparison Approach
General Appraiser Income Approach/Part 1
General Appraiser Income Approach/Part 2

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.
 
  For Further Reading  
  The Appraisal of Real Estate, 14th ed.  
  The Appraisal Writing Handbook  
 
  Disclaimer  
Cancellation Policy
  • Up To 15 days prior to program start date, $30.00 cancellation fee.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
       
Special Note
Enrollment is on a first-come, first-served basis. The Ohio Chapter reserves the right to cancel this course if the minimum enrollment level is not reached. The chapter recommends that students reserve their hotel room directly with the hotel where the courses are being held and not with a third-party reservation service. In the case of a cancellation, by booking directly with the recommended hotel you may typically cancel your hotel room within 24+ hours of the reservation with no cancellation fee. Students are responsible for their own hotel and airline fees in the event of a cancellation.

Attendance requirements mandated by the state of Ohio will be strictly enforced. Certificates will be issued to those in attendance for 100% of the course hours or better. If you have a disability and may require some accommodation, please notify us in writing at least 2 weeks in advance and we will arrange for reasonable accommodation.

Program materials can be downloaded by the student or can be shipped directly to the student. If you choose to have the material shipped and do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.


Program materials can be downloaded by the student.
 
  Additional Information  
FINAL FEE IS $15 LESS THAN ORIGINALLY SHOWN -- SAVE WITH DOWNLOAD!!

Course Materials
Materials will be available via download only.
Please do not forget to download to an e-device or print and to bring them with you to class!!

Course Schedule
Registration: 4/8/19: 8 a.m. -- 8:30 a.m.
Class: 4/8-10/19 : 8:30 a.m. -- 5 p.m.; 4/11/19: 8:30 a.m. -- 3 p.m.
Exam: 4/11/19: 3 p.m. -- 5 p.m.

CE Credit Approvals
Appraisal Institute: Attend Only: 150 points (general) and 175 points (residential); Attendance and Pass: 200 points (general) and 225 points (residential); Pass Exam Only: 150 points (general) and 200 points (residential)

CE/QE Pending Credit Approvals
OH Appraisal Board: 28 CE Hours and 30 QE Hours
OH Real Estate CE: xx CE Hours
All Other States http://www.myappraisalinstitute.org/education/statecert_prgrm.aspx?id=405G

Attendance Policy
The Appraisal Institute, AQB, and OHLB require full attendance (100%) at the course. If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.

Tuition Includes
Course materials and breaks

Course/Hotel Location
Crowne Plaza Cleveland Airport 7230 Engle Rd., Middleburg Heights, OH 44130 T. 440-243-4040

Instructor
Dana R. Thornberry, MAI, SRA of Owensboro, KY


  Driving Directions  

 

 
















 
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