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Real Estate Finance, Statistics, and Valuation Modeling

    Date: July 10 - 11, 2019   Location: San Diego, CA
 
  Course  
Category  General/Residential [G/R]  
Attendance Hours  14.0  
Exam Hours  1.0  
Current Price  $ 405.00 AI Price  
$ 455.00 Full Price  
Note
Please register early  
After Jun 26, 2019
$ 50.00  
 Late Fee
 
  Instructor  
Larry T. Wright, MAI, SRA, AI-GRS  
    
 
  Location  
Name  University of San Diego  
Address  5998 Alcala Park  
City  San Diego  
State  CA  
Zip  92110  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  San Diego
Website  www.aisandiego.org  
Contact Name  Patti L. Kreutzer  
Email  patti@sdcai.org  
Phone  (858) 292-7324  
Fax  (858) 292-7333  
 
  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, $50.00 cancellation fee.
  • 2 - 14 days prior to program start date, $165.00 cancellation fee.
  • Less than 2 days prior to program start date, forfeit of payment.
       
ENROLLMENT
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The San Diego Chapter reserves the rights to cancel, limit, or reschedule any event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration with the Chapter office before making any non-refundable airline reservations. Transfers are not allowed.

ATTENDANCE
The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of some seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

PREREQUISITES
Some offerings have prerequisites. Be sure to read the course or seminar description to find out if there are any prerequisites for this offering.

REQUIRED TEXTBOOKS
Some offerings have required textbooks. Be sure to read the course or seminar description to find out if there are any required textbooks for this offering. There will not be any textbooks for purchase at the class. Students must purchase any required textbooks prior to the start date of the offering.

REQUIRED EQUIPMENT
Some offerings require each student to bring a laptop and/or other equipment. Be sure to read the course or seminar description to determine if any equipment is required. Students are responsible for safeguarding their equipment and personal belongings at all times. The Appraisal Institute, the San Diego Chapter, the course or seminar Instructor, or the facility will not be responsible for any loss of students’ personal belongings.

CLASS MATERIALS TO DOWNLOAD
Some offerings are now available with downloadable materials. If a student opted to download materials instead of having materials direct shipped, the student will be required to bring the materials to class on a laptop. All students must have their own set of the materials to receive any credit for the class. Extra copies of materials will not be available at the class.

ADA COMPLIANCE
It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If any student needs accommodations to participate because of a disability, please notify the Chapter office in writing at least two weeks in advance of the program and reasonable accommodations will be arranged. Without two weeks’ notice, accommodation may not be available.

COMPLETION CERTIFICATES
For scannable exams, written notification of results will be sent via email to the examinee approximately 15 business days from the date of receipt of the exams at the national office. Certificates of completion for continuing education, if the offering is an Appraisal Institute-developed seminar, will be distributed via email within 15 business days after completion of the seminar. Certificates of completion for Chapter-developed seminars will be distributed at the conclusion of the class. Express Grading for scannable exams is available. For more information about Express Grading, contact the Appraisal Institute National office at (312) 335-4207.


Program materials can be downloaded by the student.
 
  Additional Information  
TIME: July 10: Check in 8:00 am / Course 8:30 am to 5:00 pm
July 11: Course 8:30 am to 4:00 pm / Exam 4:00 pm to 5:00 pm

LOCATION: Class will be held on the University of San Diego campus, located at 5998 Alcala Park, in classroom Avila B-100, San Diego, California 92110.

The temperature in classrooms sometimes fluctuates, so dressing in layers is recommended.

PARKING ON CAMPUS: Information about parking on campus and how to purchase a parking permit will be emailed to all students approximately three weeks before the first day of class.

COURSE MATERIALS: Course materials for all students who elected to receive printed materials will be distributed at check in. If you elected to download electronic course materials, be sure and bring them with you to class each day on a laptop or reader. All students, whether they selected to receive printed materials or selected to download electronic materials, will have access to electronic course materials via the Knowledge Center on the Appraisal Institute website immediately after registration.

CERTIFICATES OF COMPLETION will be e-mailed from National headquarters in Chicago within fifteen business days of the completion date of the course.


  Hotel and Venue Information  

  Course Flyer  

 

 
















 
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