Course: Business Practices and Ethics

The ZOOM and material links were sent to all confirmed registrants around 11:45am (Pacific Time) on Monday, June 26.  The links were sent ONLY to those who provided their Photo IDs in advance to lisa@norcal-ai.org.  Registrants should check all of their email accounts as well as spam/junk folders for this important information. 

Instructor:  Stephen S. Wagner, MAI, SRA, AI-GRS

A synchronous offering via ZOOM

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 b 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.

Special Notes About Registering:

• • • It is the student’s responsibility to have the required equipment – dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to forward their Photo ID/ Driver’s License to the Chapter Office upon completing your online registration.
    • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 – follow these simple steps before registering.
    • Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept synchronous (formerly known as “virtual” classroom) education, (2) accepts synchronous (formerly known as “virtual” classroom) education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA before registering.  Some states may have special reporting requirements that the chapter is not able to comply with.
    • Instruction will be held via Interactive Technology (ZOOM) and is based on the “live” classroom version that falls under the requirements for synchronous education as outlined by TAF/AQB, BREA, AI and SBE.

Still Time to Secure Your Spot!
Appraisal Institute Designated Members, Candidates and Affiliates – $275
Standard / Non-AI Professionals – $295

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