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Business Practices and Ethics

CALL   Date: May 13, 2019   Location: Orange, CT
 
  Course  
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 160.00 AI Price  
$ 190.00 Full Price  
 
  Instructor  
Frank O'Neill, Jr, SRA  
    
 
  Location  
Name  Courtyard by Marriott  
Address  136 Marsh Hill Road  
City  Orange  
State  CT  
Zip  06477  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Connecticut
Website  www.ai-ct.org  
Contact Name  Jacqueline Beauchaine  
Email  connecticut_chapte@sbcglobal.net  
Phone  (860) 482-9992  
 
  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.
   
ENROLLMENT
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The ConnecticutChapter 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  
Registration: 8:15 am - 8:30 am
Class: 8:30 am - 3:30 pm

Lunch on your own

 

 
















 
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