Choose your path
 
Find An Appraiser         Online Store         Donate         Lum Library         Join
 View Cart View Cart
0 Registrations in Cart
 
 
 
Appraisal Institute  
Login
 
 
 
AI Resources Education Publications Professional Practice News Advocacy About Us
 
 
Select an Offering

Real Estate Finance, Statistics, and Valuation Modeling

    Date: March 4 - 5, 2019   Location: Dublin, OH
 
  Course  
Category  General/Residential [G/R]  
Attendance Hours  14.0  
Exam Hours  1.0  
Current Price  $ 315.00 AI Price *  
$ 335.00 Full Price *  
* SAVE! early registration
 
  Instructor  
Mark V. Smeltzer, MAI, SRA, AI-RRS  
    
 
  Location  
Name  OU Integrated Education Center  
Rep  Amanda Mikkelson  
Address  6805 Bobcat Way  
City  Dublin  
State  OH  
Zip  43016  
Phone  (614) 793-4634  
 
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  

This two-day course provides an introduction to statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. On the first day, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice.

On day two, you will gain an introductory understanding of real estate finance markets, learn about credit conditions and their impact on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances.

Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as real estate finance, statistics, and valuation modeling. Participants should understand that this course will be a review and will not address more advanced topics.

This course revision includes an update on financial history and the future implications of the burst housing bubble. A discussion on how mortgages impact value also was added, as well as measuring volatility and standard deviations.

Note: Real Estate Finance, Statistics, and Valuation Modeling was designed according to the broad topical guidelines of the Appraiser Qualifications Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers.


National Registry of CPE Sponsors

The Appraisal Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org. Delivery Method: Group-Live



Downloads
Table of Contents and Overview (PDF)
Schedule (PDF)
 
  Audience  
• Beginning appraisers

• Real estate professionals

• Users of appraisal services

• Accountants
 
  Equipment  
• 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 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 and
Basic Appraisal Procedures or equivalent courses

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.  
  A Guide to Appraisal Valuation Modeling  
  An Introduction to Statistics for Appraisers  
  Practical Applications in Appraisal Valuation Modeling  
 
  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 as there will not be any available on-site!!

Course Schedule
Registration: 3/4/19: 8:00 a.m. -- 8:30 a.m.
Class: 3/4-5/19: 8:30 a.m. -- 4:00 p.m.
Exam: 3/5/19: 4:00 p.m. -- 5:00 p.m.

CE/QE Credit Approvals
Appraisal Institute: Attend Only: 70 points General, 175 points Residential; Attend and Pass: 140 points General, 225 points Residential; Pass Exam Only: 125 points General, 200 points Residential

QE/CE Pending Credit Approvals
OH Appraisal Board: 15 QE Hours, 14 CE Hours
OH Real Estate CE: xx Hours
All Other States http://www.myappraisalinstitute.org/education/statecert_prgrm.aspx?id=N300GR

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 Location
OU Integrated Education Center, 6805 Bobcat Way, Dublin, OH 43016; T 614-793-5634

Instructor
Mark V. Smeltzer, MAI, SRA, AI-RRS of Murrysville, PA


  Driving Directions  

 

 
















 
Appraisal Institute
200 W. Madison, Suite 1500, Chicago, IL 60606
888-7JOINAI (756-4624)  |  aiservice@appraisalinstitute.org
 
Contact Us   |   Site Map   |   Terms & Conditions   |   Privacy Policy   |   Advertise
 
 
  Copyright © 2017 Appraisal Institute. All rights reserved.