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Business Practices and Ethics

    Date: October 10, 2019   Location: Fort Washington, PA
 
  Course  
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 190.00 AI Price  
$ 225.00 Full Price  
 
  Instructor  
Mark V. Smeltzer, MAI, SRA, AI-RRS  
    
 
  Location  
Name  Manufacturers' Golf and Country Club  
Address  511 Dreshertown Road  
City  Fort Washington  
State  PA  
Zip  19034  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Philadelphia Metropolitan
Website  www.aiphilametro.org  
Contact Name  Tiffany Lewis  
Email  contact@aiphilametro.org  
Phone  (610) 326-0100  
 
  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, $50.00 cancellation fee.
  • 7 - 14 days prior to program start date, $125.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
      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.


ENROLLMENT POLICY: Your enrollment form and payment by check or online registration must be received by the chapter office at least 10 business (10) days prior to the start of the course to avoid a late charge. Any forms received within 9 business days or less of the first day of class will pay an additional $50.00. We do not accept walk-in students. ATTENDANCE POLICY. Please be aware that the Appraisal Institute enforces the 100% attendance requirements mandated by the Appraisal Foundation and state regulatory agencies. If you do not attend 100% of the course or seminar, you will receive a notice with your examination results from the Appraisal Institute stating that you have not met the attendance requirement. You must sit for the exam on exam day, pass the exam, and attend all classes to receive a certificate of completion. Pennsylvania State Appraisal Board requires 100% attendance and a passing grade on the exams. Partial credit not awarded. If you have a disability and may require some form of 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.
 
  Additional Information  

COMPLETION OF REGISTRATION PROCESS CONSTITUTES ACCEPTANCE OF THE CANCELLATION POLICY AS OUTLINED ABOVE. Dress Code: Country CLUB DRESS CODE IN EFFECT!!! COLLARED SHIRTS, NO SHORTS, NO JEANS. Anyone not conforming will be asked to leave without a refund. REGISTRATION: 8 am Class begins 8:30 am End: Approx 4:30 pm ***DIRECTIONS TO MANUFACTURERS' COUNTRY CLUB*** 511 Dreshertown Road, Ft. Washington, PA 19034 Following are directions from the Ft. Washington Exit of 309 as well as directions off the PA Turnpike in Ft. Washington: Off PA Turnpike at Ft. Washington Exit. Follow sign for Oreland Exit. Follow to your second traffic light and make a left onto Camp Hill Road. Almost immediately bear right onto Dreshertown Road. Manufacturers' is about 1 ¼ miles on your right.

 

 
















 
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