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    Business Practices and Ethics

    More Info Register
    December 5, 2024
    Date
    December 5, 2024
    Time
    8:30AM - 3:30PM (PST)
    Sponsor
    Northern California Chapter
    Location
    It's Synchronous - Learn Where it is Comfortable and Convenient for You!
    Conducted via ZOOM
    Instructor
    Jacinto A. Munoz, Jr., MAI, SRA, AI-GRS, AI-RRS
    Class Time
    6 Hours
    Full Price
    $275.00
    AI Price
    $250.00
    Enroll by November 29 and save $50!
    View Pricing Options
    Course Description
    This important course 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, you’ll identify behavior and actions that illustrate violations of the Code of Professional Ethics, and you’ll learn how referrals can be made. You’ll get an introduction to the Appraisal Institute Guide Notes to the Standards of Professional Practice and see how the Guide Notes can be used to resolve everyday appraisal practice problems. Finally, you’ll 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.

     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 designations, emblems, and logo
    • Understanding of the Appraisal Institute enforcement process
    Who Should Enroll
    • Designated members
    • Candidates for Designation
    • Practicing Affiliates and those interested in readmitting to the Appraisal Institute
    AI CE Points
    Attend:
    30
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 6 6 Synchronous Livestream 02/06/2023 11/26/2025 19242
    AK CE 6 6 Synchronous Synchronous 02/06/2023 11/26/2025 19242
    AR CE 7 7 Synchronous Synchronous 12/15/2022 12/01/2024
    AR CE 6 6 Synchronous Synchronous 09/11/2023 09/10/2025
    AR CE 6 6 Synchronous Livestream 09/11/2023 09/10/2025
    AZ CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    AZ CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    CA CE 6 6 Synchronous Livestream 02/16/2023 03/18/2027 19 CP 754601363
    CA CE 6 6 Synchronous Synchronous 08/05/2024 03/18/2027 19CP754601363
    CO CE 6 6 Synchronous Synchronous 06/26/2023 04/11/2026 2402
    CO CE 6 6 Synchronous Livestream 01/20/2023 04/11/2026 2341, 2402
    CT CE 6 6 Synchronous Synchronous 06/23/2023 06/14/2026 AAL.001067
    CT CE 6 6 Synchronous Livestream 02/25/2022 02/25/2025 AAL.000902
    DC CE 6 6 Synchronous Synchronous 01/18/2024 02/28/2026 3998
    DC CE 6 6 Synchronous Livestream 01/18/2024 02/28/2026 3998
    DE CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    DE CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    FL CE 6 6 Synchronous Synchronous 05/08/2023 05/07/2025 0010548
    GA CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 72663
    GA CE 6 6 Synchronous Livestream 01/01/2022 06/25/2026 74057
    HI CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 23-412
    HI CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 23-412
    IA CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 A518-1115
    IA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 A518-1047
    ID CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026
    ID CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    IL CE 6 6 Synchronous Synchronous 01/01/2023 12/31/2024 575.010450
    IL CE 6 6 Synchronous Livestream 01/01/2023 12/31/2024 575.010347
    IN CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    IN CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    KS CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 179.C24.R
    KS CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 381.C24.R
    KY CE 6 6 Synchronous Synchronous 07/01/2024 05/30/2025
    KY CE 6 6 Synchronous Livestream 07/01/2024 05/30/2025
    LA CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 A0011
    LA CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 A0011
    MA CE 6 6 Synchronous Synchronous 04/15/2024 06/25/2026 00120077
    MA CE 6 6 Synchronous Livestream 04/15/2024 06/25/2026 00120077
    MD CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    MD CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    MI CE 6 6 Synchronous Synchronous 02/19/2022 02/19/2025 1492
    MI CE 6 6 Synchronous Livestream 02/19/2022 02/19/2025 1492
    MN CE 6 6 Synchronous Synchronous 03/28/2023 03/31/2025 1034998
    MN CE 6 6 Synchronous Livestream 04/01/2023 03/31/2025 1034998
    MO CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    MO CE 6 6 Synchronous Livestream 04/15/2022 06/25/2026
    MS CE 6 6 Synchronous Synchronous 06/26/2023 07/27/2025 MAB #50251
    MS CE 6 6 Synchronous Livestream 06/26/2023 07/27/2025 MAB #50251
    MT CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 REA-CEC-REC-16799
    MT CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 REA-CEC-REC-16799
    NC CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 4376
    NC CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 4290
    ND CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 CE-223043
    ND CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 CE-223043
    NE CE 6 6 Synchronous Synchronous 07/29/2020 07/29/2025 2202436.02
    NE CE 6 6 Synchronous Livestream 07/29/2022 07/29/2025 2202436.02
    NH CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    NH CE 6 6 Synchronous Synchronous 06/27/2023 06/25/2026
    NJ CE 6 6 Synchronous Synchronous 10/21/2020 2020-3317
    NJ CE 6 6 Synchronous Livestream 02/16/2022 2022-3443
    NM CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 4260
    NM CE 6 6 Synchronous Livestream 06/23/2023 06/25/2026 4260
    NV CE 6 6 Synchronous Livestream 04/01/2024 03/31/2025 CE.0009683-A
    NV CE 6 6 Synchronous Synchronous 04/01/2024 03/31/2025 CE.0009683-A
    NY CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 A5148-06
    NY CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 A5148-06
    OH CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2024 084402004A 22
    OH CE 6 6 Synchronous Livestream 01/01/2024 12/31/2024 084402004A 22
    OK CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 714
    OK CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 714
    OR CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 APIN-C-0322-8915, APIN-C-0523-8986
    OR CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 APIN-C-0322-8915, APIN-C-0523-8986
    PA CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    PA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    PR CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    PR CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    RI CE 6 6 Synchronous Synchronous 06/23/2023 11/26/2025 REA.0002051-CE
    RI CE 6 6 Synchronous Livestream 06/23/2023 11/26/2025 REA.0002051-CE
    SC CE 6 6 Synchronous Livestream 09/01/2024 08/31/2026 AC . 1930
    SC CE 6 6 Synchronous Synchronous 09/01/2024 08/31/2026 AC . 1780
    SD CE 6 6 Synchronous Synchronous 09/09/2023 03/04/2025 SD 1334 CE
    SD CE 6 6 Synchronous Livestream 03/04/2022 03/04/2025 SD 1334 CE
    TN CE 6 6 Synchronous Synchronous 02/08/2023 03/31/2025 2281
    TN CE 6 6 Synchronous Livestream 02/08/2023 03/31/2025 2281
    TX CE 6 6 Synchronous Synchronous 02/04/2022 06/25/2025 TX Provider #:10 Course #: 43984
    TX CE 6 6 Synchronous Livestream 02/04/2022 06/25/2025 TX Provider #:10 Course #: 43984
    UT CE 6 6 Synchronous Synchronous 03/16/2023 03/31/2025 AC230324
    UT CE 6 6 Synchronous Livestream 07/01/2023 06/30/2025 AC230612
    VA CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    VA CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    VT CE 6 6 Synchronous Livestream 01/01/2022 01/25/2025
    VT CE 6 6 Synchronous Synchronous 06/30/2024 01/25/2025
    WA CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 A20106163
    WA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 A20106163
    WI CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    WI CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    WV CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    WV CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    WY CE 6 6 Synchronous Livestream 03/04/2022 02/11/2025
    WY CE 6 6 Synchronous Synchronous 06/23/2023 06/22/2026
    Course Objectives
    • Identify the purpose of the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute and recognize how those documents apply to Appraisal Institute Affiliates, Practicing Affiliates, Candidates for Designation, and Designated members.
    • Recognize how to apply better appraisal business practices, especially regarding client relationships.
    • Identify the major steps in the enforcement of the Appraisal Institute peer review system.
    • Recognize the guidance offered by the Guide Notes to the Standards of Professional Appraisal Practice of the Appraisal Institute.
    • Identify opportunities for improving professionalism.
    • Recognize common ethical dilemmas and identify strategies for resolving them.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    No

    Equipment:
    None

    Additional Information:

    Course Materials Include:

    • Course Handbook (229 pp.)
    • AI Professional Practices Booklet Supplement (162 pp.)
    • AI Designations Manual (12 pp.)

    Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

    Requirements:
    None specified

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 11/29/2024
    $275.00 $250.00
    Late
    After 11/30/2024
    $325.00 $295.00
    Additional Course Offerings
    Sponsor Date Location Format
    Colorado Chapter November 19, 2024 Synchronous View Details Register
    Appraisal Institute On Demand Online View Details Register
    Metropolitan New York Chapter December 3, 2024 Synchronous View Details Register
    Western Pennsylvania Chapter December 3, 2024 Synchronous View Details Register
    Keystone Chapter December 3, 2024 Synchronous View Details Register
    Philadelphia Metropolitan Chapter December 3, 2024 Synchronous View Details Register
    Keystone Chapter December 3, 2024 Lancaster, PA Classroom View Details Register
    Bluegrass Chapter December 5, 2024 Synchronous View Details Register
    Bluegrass Chapter December 5, 2024 Louisville, KY Classroom View Details Register
    Appraisal Institute December 6, 2024 Synchronous View Details Register
    North Texas Chapter December 13, 2024 Synchronous View Details Register
    San Diego Chapter December 13, 2024 San Diego, CA Classroom View Details Register
    Chicago Chapter February 21, 2025 Rockford, IL Classroom View Details Register
    Southern New Jersey Chapter February 27, 2025 Synchronous View Details Register
    South Florida Chapter March 27, 2025 Synchronous View Details Register
    Northeast Florida Chapter March 27, 2025 Synchronous View Details Register
    Florida Gulf Coast Chapter March 27, 2025 Synchronous View Details Register
    East Florida Chapter March 27, 2025 Synchronous View Details Register
    South Florida Chapter June 18, 2025 Synchronous View Details Register
    Northeast Florida Chapter June 18, 2025 Synchronous View Details Register
    Florida Gulf Coast Chapter June 18, 2025 Synchronous View Details Register
    East Florida Chapter June 18, 2025 Synchronous View Details Register
    Event Information

    * * * * * Please review the entire section below. * * * * *

    It contains IMPORTANT SPECIFIC details about the December offering that you are registering for
    sponsored by the Northern California Chapter

    925/932-7753   l    916/972-9700
    https://norcal-ai.org/
    lisa@norcal-ai.org



    Photo ID Required to Complete Your Registration

    Please send a copy of your Driver's License or Photo ID to lisa@norcal-ai.org.  Feel free to cover any personal information with the exception of your photo and printed name. Quick Tip:  Cover personal information with cut-to-size Post-it-Notes or via electronic means before taking a photo with your phone or scanning.  Registrants will not be sent the ZOOM log-in link unless their DL/Photo ID is received in advance.  In the subject line of your email type "DL -  [enter your last name] BPE Dec 2024" before submitting.  ID's should be submitted to the Chapter Office immediately upon completing this online registration.


    Program Hours and Materials
    Online check-in will begin at 8:00am on Thursday, December 5.  Instruction will run from 8:30am – 3:30pm (Pacific Time) and will be conducted using ZOOM as the interactive learning platform.  There is no exam associated with this offering.  

    Beginning 4 weeks prior to the offering, all students will have access to the downloadable course materials. If you would like hardcopy (printed) materials sent to you in advance, both a print fee of $25 (subject to change) and a shipping fee (TBD) apply. [Note: Shipping fee is calculated at the time of online check-out.]


    Tips on Downloading the Course Handbook
    Students are strongly encouraged to have pre-printed (rather than electronic) materials easily accessible to enhance their learning experience

    • Log in to My Account (https://www.appraisalinstitute.org/)
    • Select Education & Events (right sidebar)
    • See list of all offerings, scroll to Business Practices and Ethics and select View
    • You will now see a box that contains downloadable program materials
    • Click link(s) to download:

    • Course Handbook (239 pgs.)
    • AI Professional Practices Booklet Supplement (162 pgs.)


    Need Assistance? If you have any questions or difficulty in accessing the electronic course materials required for this offering, please contact the Appraisal Institute's Education Delivery Department directly at 312-335-4207 or education@appraisalinstitute.org.  

    However, if you paid for printed materials to be pre-shipped, and you are not in receipt of them within 4 weeks of the offering date, contact AI's Education Delivery Department directly at 312-335-4207 for immediate assistance.  

    Required Texts 
    There are no additional required texts for this offering.

    Required Equipment 
    This class will be held via Interactive Technology (ZOOM).  It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam, speakers and microphone.  Some registrants may find a secondary device (ipad, phone, laptop or desktop computer) helpful during instruction.  Cell phones are better used only as a secondary rather than primary viewing device.


    ZOOM Links and Assistance
    The ZOOM link will be sent within 24-48 hours of the offering ONLY to confirmed registrants who have provided their Photo ID/DL in advance.  

    New to ZOOM?  

     

    Attendance Verification Process Effective 10/01/19
    Verified attendance certificates will be available for downloading within 15 working days of the offering

    • Logging into My Account www.appraisalinstitute.org; select the red tab
    • Select EDUCATION
    • Click on the specific offering that you are seeking the certificate for; it will show REGISTERED
    • Scroll to the very bottom of the screen to (1) COMPLETE EVALUATION FORM and (2) RETRIEVE CERTIFICATE

    Note:  Effective 10/01/19 students will be able to access their attendance certificates 24/7 through the Appraisal Institute's netFORUM association management program.  The Northern California Chapter does not have direct access to certificates for programs held after this time. Any issues in retrieving certificates should be brought directly to the attention of the Appraisal Institute's Education Delivery Department at 312/335-4207 or education@appraisalinstitute.org.


    Confirmation Emails

    All confirmed registrants will receive a payment receipt plus a separate confirmation by email. Be sure that you can accept emails from each of the following email addresses:

    • lisa@norcal-ai.org
    • jenny@norcal-ai.org
    • lisa-norcal-ai.org@shared1.ccsend.com

    Any last-minute updates to this offering will most likely be sent from lisa-norcal-ai.org@shared1.ccsend.com (registrants should not send emails to this address). Be sure that you can accept emails from these email addresses, or these important emails may default to your spam / junk files.


    Payment Receipt
    All confirmed registrants will receive an email confirmation that will also serve as a payment receipt on the day of registration.

    • noreply@appraisalinstitute.org (confirmation details)
    • aiservice@appraisalinstitute.org (payment receipt)


    Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.

    In addition, ZOOM details regarding logging into the offering will be sent separately from one of these emails above, most likely lisa@norcal-ai.ccsend.com


    Note: 
     If you do not receive emails on a regular basis from the Northern California Chapter (lisa@norcal-ai.ccsend.com), be sure to visit our homepage and sign-up to receive our emails.  Registrants will not want important details like ZOOM links and/or material downloads defaulting to spam / junk or be classified as undeliverable.  Those who work for financial institutions or government agencies my need to enlist the assistance of their IT Department to insure email delivery.


    Education Credit Hours and Attendance Verifications
    Those who check in late, leave early or are not visible during non-scheduled breaks may jeopardize receipt of credit.

    Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 30 AI CEC points.  This course is just one of the programs AI professionals have to complete to meet their AI Standards requirement.  Other offerings may include USPAP 7-Hour and/or USPAP 15-Hour

    BREA Continuing: Business Practices and Ethics has been approved by the BREA (#19CP754601363) for 6-hours of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  

    BREA Basic/QualifyingBusiness Practices and Ethics is not approved for BREA qualifying education (QE) credit.

    If you are seeking credit for this offering from a state outside of California, check with your state licensing board(s) to make sure an out-of-state offering will be accepted before registering.  It is best to speak directly with a representative from your board rather than relying on information posted to the web.  Note: Some states outside of California may have additional reporting requirements that the chapter is not able to comply with.


    Questions? Contact Us
    Northern California Chapter
    925/932-7753 l 916/972-9700
    via email


    Disclaimers
    By registering for this event, you agree that

    • your attendance may be recorded, photographed, and/or monitored at any time
    • will accept emails from the Northern California Chapter
    • registrants will add this address to their accepted list of emails - lisa-norcal-ai.org@shared1.ccsend.com
    • your contact information may be published in a networking roster
    • we may switch or change locations / presentation format based on program logistics or necessity
    • if you have a disability and may require special accommodation, please notify us in writing at least two weeks in advance to arrange for reasonable accommodation


    Lost or Damaged Items
    The Appraisal Institute nor the chapter presenting this program is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.


    Cancellations
    Written cancellations received by Thursday, November 21 are subject to a $50 cancellation fee. Cancellations received after that time but prior to noon on Thursday, November 28, are subject to a $100 cancellation fee. No refunds for cancellations received after November 28 or for program "no shows". Cancellations can be emailed to lisa@norcal-ai.org.

    We reserve the right to substitute instructors, or to cancel or modify this program (adjust format) if sufficient registrations are not received by November 22 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. 


    Questions? Contact Us
    Northern California Chapter
    925/932-7753 l 916/972-9700
    via email