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Business Practices and Ethics

    Date: October 18, 2019, BEST VALUE RATE: Save up to $75 - Register by 9/18!   Location: Lafayette, CA
 
  Course  
Category  Standards [SPP]  
Level  II  
Attendance Hours  6.0  
Current Price  $ 235.00 AI Price *  
$ 255.00 Full Price *  
* SAVE! early registration
 
  Instructor  
Dawn M. Molitor-Gennrich, SRA, AI-RRS  
    
 
  Location  
Name  Lafayette Library & Learning Center  
Address  Arts & Science Room  
   3491 Mt. Diablo Boulevard  
City  Lafayette  
State  CA  
Zip  94549  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Northern California
Website  www.norcal-ai.org  
Contact Name  Lisa M. Estes  
Email  lisa@norcal-ai.org  
Phone  (925) 932-7753  
Fax  (925) 932-7754  
 
  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 14 days prior to program start date, $45.00 cancellation fee.
  • 7 - 13 days prior to program start date, $65.00 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.
Add "noreply@appraisalinstitute.org" to Your Email Acceptance List
Important reminders, changes, attendance verification, etc. will/may be sent to you from the following email - noreply@appraisalinstitute.org so be sure you are able to accept emails from this address.

Cancellation Policy
Written cancellations can be emailed to lisa@norcal-ai.org. We reserve the right to substitute instructors, change facilities, to cancel or modify this program if sufficient registrations are not received by October 2 or due to other circumstances beyond our control. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

Special Accommodations
Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

Notice
Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc. By registering for this event, you agree that your communications may be monitored or recorded at any time and that your contact information may be placed in a roster designed for networking purposes.



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  


Course Location
Lafayette Library and Learning Center
Arts & Science Room
3491 Mt. Diablo Boulevard
Lafayette, CA

Course Hours
Onsite check-in will begin at 8:00a.m. on Friday, October 18. The course will run from 8:30a.m. – 3:30p.m. Students will be on their own for lunch and refreshments throughout the day.

Required Materials
The course handbook will be mailed to those registered a minimum of 10 days in advance of the offering and did not select the "download material only" option at the time of initial registration. In addition to the handbook, ALL students are required to download additional materials; links will be included in your confirmation letter.

Required Equipment
Bring paper and pen/pencil for taking notes. Calculators and laptops are not required (unless needed for viewing the downloadable materials). Students opting to bring laptops are responsible for bringing their own extension cords/power strips. Note: Internet connections may not be available; therefore it is recommended that you save relevant materials directly on your computer.

Optional Texts
While the texts below are not required for this offering (nor are they included in the tuition fee) - they are great additions to every appraisal library!

The Appraisal of Real Estate, 14th edition (2013)
AI Price - $103
Standard - $135.50
Add $7.25 for advanced shipment of text

The Dictionary of Real Estate Appraisal, 6th ed (2015)
AI - $103
Standard / Non-AI - $135.50
Add $7.35 for advanced shipment of text

Text prices include CA sales tax. All texts are sent via U.S. Mail or UPS. To order texts, please contact the Chapter Office at 925/932-7753 or pat@norcal-ai.org by October 4.

Education Credit Hours
Full (100%) attendance is required for education credit; partial credit not available.

Appraisal Institute: Full attendance enables Designated Members, Candidates and Affiliates to receive 30 continuing education points. Business Practices and Ethics is just one of the requirements Appraisal Institute members need to meet their Appraisal Institute Standards requirement.

BREA Basic/Qualifying: Business Practices and Ethics is not approved as a qualifying education (BE/QE) offering.

BREA Continuing: Business Practices and Ethics has been approved by the BREA (#19CP754601363) for 6-hours of continuing education credit. Full attendance (100%) is required.

Verification of Attendance Certificates
Verified certificates will be returned to you via email from the Appraisal Institute's National Office within 15-working days of the conclusion of the offering; watch for an email from "noreply@appraisalinstitute.org". The Chapter Office does not receive copies of your attendance verification for this course. Those in need of Express Verification should contact education@appraisalinstitute.org prior to the conclusion of this offering.

Accommodations
The following hotels are within 1-5 miles of the Lafayette Library and Learning Center:

Diablo Mountain Inn - 925/937-5050
2079 Mt. Diablo Boulevard, Walnut Creek

Lafayette Park Hotel – 877/283-8787
3287 Mt. Diablo Boulevard, Lafayette

Embassy Suites (at Pleasant Hill BART) – 925/934-2500
1345 Treat Boulevard, Walnut Creek

Guest rooms have not been blocked at any of the hotels above. For additional lodging options in the Lafayette/Walnut Creek area visit http://www.walnut-creek.com/

Directions, BART & Parking
- For best results when using your navigation system, enter the complete/exact street address - 3491 Mt. Diablo Boulevard, Lafayette.

- Ample complimentary onsite parking is available underground in the library's parking garage (enter garage off of Golden Gate Way).
>>>> The limited parking signs in the LLLC garage DO NOT APPLY to this offering; so take advantage of the onsite complimentary parking.<<<<

- Take Public Transportation! The Lafayette Library & Learning Center is conveniently located in downtown Lafayette and is within walking distance of the Lafayette BART station.

Dress in Layers
Meeting room temperatures are often difficult to control. Therefore, for your comfort, we recommend that you dress in layers.


  View Complete Registration Brochure  

  Directions & FREE Parking at LLLC  

  See What Else is Coming to Northern California  

 

 
















 
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