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Business Practices and Ethics

    Date: September 10, 2019   Location: Woburn, MA
 
  Course  
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 200.00 AI Price *  
$ 250.00 Full Price *  
* SAVE! early registration
 
  Instructor  
Jonathan H. Avery, MAI, SRA  
    
 
  Location  
Name  01801  
Address  700 Unicorn Park Drive  
City  Woburn  
State  MA  
Zip  01801  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Massachusetts and Rhode Island
Website  www.massri-appraisalinstitute.org  
Contact Name  Lianne C. Andreucci  
Email  l.andreucci@comcast.net  
Phone  (781) 397-8922  
Fax  (781) 388-9052  
 
  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, $25.00 cancellation fee.
  • 7 - 14 days prior to program start date, $25.00 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.
   

Registration Information - Reservations are on a first come, first serve basis. Only those reservations that include full payment will be considered. Space is not guaranteed for those who register after the registration deadline. Priority is given to students enrolling for more than one course. Seating is limited and sessions may fill quickly. Register early. Students without materials may not take the course. A minimum enrollment is required to be able to offer these courses. We reserve the right to cancel or re-schedule this course if a minimum enrollment is not met. If the course is cancelled, you will be notified and given a full refund. Consequently, we do not recommend purchasing non-refundable airline tickets. All cancellations must be submitted in writing. Confirmed students should not assume that cancellation has been granted until a confirmation has been received. Other Information If you have a disability and require accommodation, please notify the chapter office at least two weeks in advance and we will arrange for reasonable accommodation. We reserve the rights to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. APPRAISER QUALIFICATION HOURS & ATTENDANCE POLICY 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. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. Credit and a course completion certificate can only be issued by attending 100% of the course. Please plan accordingly and be on time as late arrival or leaving early could jeopardize your receiving a certificate of attendance. Makeup of missed sessions is not allowed. Disability - If you have a disability and may require some accommodation, please notify the chapter office in writing at least two weeks in advance of each course and we will arrange for reasonable accommodation.

Program materials can be downloaded by the student.
 
  Additional Information  
Course Location: Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA Registration: 8:00 am Classroom Hours: 8:30 am - 5:00 pm One hundred percent (100%) attendance is required for all Appraisal Institute education programs. Credit and a course completion certificate can only be issued by attending 100% of the course. Please plan accordingly and be on time as late arrival or leaving early could jeopardize your receiving a certificate of attendance. Course outline, shipping fees, and AM break included in tuition. Lunch and afternoon break is "on your own". Overnight Accommodations We now have a fixed rate for students attending AI programs who wish to book overnight accommodations. Visit the hotel website at www.marriott.com/boscw . Under the tab for special rates, click corporate code. The CODE IS is Y8I (capital I at the end).

  Driving Directions  

 

 
















 
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