Course: Business Practices and Ethics

The ZOOM and Material Links were sent out around 2:45 pm on Friday, November 14
from lisa-norcal-ai.org@shared1.ccsend.com
Links can only be sent to those who have provided their Photo IDs in advance directly 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.

 

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.

A Special Note About Registering:

• 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 education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit if the offering is approved by the CA BREA.
• Instruction will be held via Interactive Technology (ZOOM) and is based on the “live” classroom version that falls under the requirements for synchronous education
• 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.

 

 

 

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