Course: Business Practices and Ethics

The ZOOM and Material links were sent around 3:15pm (Pacific Time) on Monday, February 3 (from lisa-norcal-ai.org@shared1.ccsend.com) to all confirmed registrants who provided their Photo IDs in advance.  Links can only be sent to those who have provided their Photo IDs in advance to lisa@norcal-ai.org.  Registrants will want to check ALL of their email accounts as well as spam/junk folders for this important information; especially the email address listed in your Appraisal Institute “MyAccount” portal.  Those working for government agencies or financial institutions often have firewalls that prohibit proper delivery; assistance from your internal IT Support Team may be needed.

If you ACT NOW you can still secure a spot!
Only scheduled West Coast offering for Q1 and Q2 2025

Instructor:  Jacinto A. Munoz, MAI, SRA, AI-GRS, AI-RRS

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.

Request more information