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Business Practices and Ethics

    Date: November 1, 2019   Location: Orlando, FL
 
  Course  
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 185.00 AI Price  
$ 195.00 Full Price  
 
  Instructor  
Robert S. Sutte, MAI, SRA  
    
 
  Location  
Name  Orange County Bar Association  
Rep  Ashley Norris  
Address  880 North Orange Ave  
City  Orlando  
State  FL  
Zip  32801  
Phone  (407) 422-4551 x 233  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  East Florida
Website  www.eflai.org  
Contact Name  Lauren Dowling  
Email  lauren@eflai.org  
Phone  (813) 545-1382  
Fax  (813) 464-7610  
 
  Description  

Business Practices and Ethics is an important course that 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, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they 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. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

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's designations, emblems, and logo
• Understanding the Appraisal Institute's enforcement process

NOTE: The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

Downloads
Table of Contents and Overview (PDF)
Course Schedule (PDF)

 
  Audience  
• Designated Members
• Candidates for Designation
• Practicing Affiliates and those interested in readmitting to the Appraisal Institute. Note. This course is required CE for Designated Members and Practicing Affiliates
 
  For Further Reading  
  Appraising Residential Properties, 4th ed.  
  The Appraisal of Real Estate, 14th ed.  
  The Dictionary of Real Estate Appraisal , 6th ed.  
 
  Disclaimer  
Cancellation Policy
  • Up To 15 days prior to program start date, refund in full.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
  Transfer Policy
  • Up To 15 days prior to program start date, no transfer fee.
  • 7 - 14 days prior to program start date, $25.00 transfer fee.
  • Less than 7 days prior to program start date, no transfer allowed.
  Program Material Policy

Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, you will automatically be charged a $25.00 fee and you may keep the material. Once the fee is charged, your refund will be processed. Material returns are no longer accepted. Contact the offering sponsor for more information.
  • Cancel Offering, $25.00 material fee.
In order that we may comply with ADA, we need advance notice of any special needs you may have. Please provide written details of any special needs you may have under ADA on a separate page and send it in at least two weeks in advance in order that reasonable accommodations may be arranged.

We reserve the rights to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations.

Please note: If you opted to download the materials when you registered, you will not receive the course workbook. Bring a copy of the downloaded seminar materials with you or have them loaded on your laptop. You cannot attend the class without course materials. NO ADDITIONAL COURSE WORKBOOKS WILL BE AVAILABLE AT THE CLASS.

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.
 
  Additional Information  
880 N Orange Ave
Orlando, FL 32801

Parking is limited, please arrive early.

Registration 8:15 AM
Seminar begins at 8:30 AM

FREAB CE - 4 Hours
AI CE - 35 Points

 

 
















 
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