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Business Practices and Ethics

EMAIL   Date: May 3, 2019   Location: Bakersfield, CA
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 215.00 AI Price *  
$ 240.00 Full Price *  
* includes late fee
Late Fee  $ 20.00  
D. Michael Mason, MAI, SRA  
Name  Hodel's  
Rep  Victoria Valdez  
Address  5917 Knudsen Drive  
City  Bakersfield  
State  CA  
Zip  93308  
Phone  (661) 399-3341  
Click Here to check state approvals
  Sponsor / Contact  
Chapter  Central California
Contact Name  Jewell Ogle  
Phone  (661) 588-5752  

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.

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

• 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.  
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.
Requests for cancellation must be received in writing at the Chapter Office (PO Box 11262, Bakersfield, CA 93389). The Chapter reserves the right to cancel, limit, or reschedule the seminar and to change faculty assignments and facility location at any time; therefore, prospective students should confirm their registration prior to making any non-refundable airline reservations. The Appraisal Institute, Central California Chapter is not responsible for students’ non-refundable airline reservations or other travel costs.

There are NO transfers; you must cancel out of the seminar.

Seminar materials will be distributed at seminar registration. Materials will not be shipped directly to the students. During the registration process, if you selected the option to receive the course material via download, please be reminded to load the materials on a laptop or tablet and bring the laptop or tablet to class with you.

The Business Practices and Ethics seminar is approved by the California BREA for six (6) hours of continuing education credit, Approval Number: 19CP754601363.

Certificates of attendance will be sent by the Appraisal Institute national office within 5-7 business days.

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 seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualifications Board minimum criteria requirements.

If you are disabled and/or have special needs, a prompt reply is required to allow sufficient time to arrange for reasonable accommodations. If notification is not requested in advance, we cannot guarantee the availability of accommodation on site. Please contact Jewell Ogle, Education Chair Email: or Phone: (661)588-5752

Program materials can be downloaded by the student.
  Additional Information  
$195* - AI Member, Candidate or Affiliates
$220* - Regular
A $20 LATE FEE will be assessed for ALL registrations received after April 19, 2019.

Instruction: 8:30 a.m. - 4:00 p.m.
Check-in and registration will begin at 8:00 a.m.
(Lunch is included with registration)

A General Membership Meeting for the Central California Chapter will be held during lunch (11:30 AM)
Please contact Jewell Ogle, Education Chair if you would like to attend the lunch meeting only. Cost is $25 for lunch.
Phone: (661)588-5752

5917 Knudsen Drive
Bakersfield, CA 93308



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