General Appraiser Report Writing and Case Studies
Register- Date
- On Demand
- Sponsor
- Appraisal Institute
- Location
- On-Demand Online Education
- Instructor
- Richard C. DuBay, SRPA, SRA
- Class Time
- 28 hours
- Exam Time
- 2 Hours
- Full Price
- $595.00
- AI Price
- $490.00
Course Description
This course emphasizes how strong writing and effective organization of an appraisal report are as powerful and essential as solid analysis. You’ll develop skills and strategies to harness language so that your value conclusion is clear and convincing to the intended user. Developing a credible opinion of value is only part of the appraisal process. Reporting it effectively conveys the appraiser’s competence. A poorly written report diminishes the credibility of even the most competent research and analysis. An appraiser who can combine robust analytical skills with strong communication skills gains a compelling competitive advantage. Through instruction and practice, you’ll learn how to effectively communicate a sound valuation analysis. Discussions and writing exercises use a variety of property types and valuation scenarios to address common issues specific to appraisal report writing. Real-world examples allow you to apply writing concepts including organization, writing tone, integration of image-based content, coherent sentence and paragraph structure, and the revision and editing process. Extended writing assignments focus on common appraisal writing challenges such as explaining the derivation and application of quantitative adjustments, communicating data-dense analysis, presenting highest and best use analysis, and writing an appropriate scope of work.
Objectives:
- Identify the nature of appraisal reports and report requirements.
- Identify and apply principles of grammar, punctuation, and usage specific to report writing.
- Recognize and apply a variety of written communication tools and methods to best convey an assignment’s results.
- Identify the importance of the intended user when writing an appraisal report.
- Practice presenting appraisal analysis and conclusions clearly and effectively.
- Understand the interconnectedness of the appraisal process and how to achieve a consistent and coherent appraisal report.
- Identify strengths and weaknesses of image-based description in appraisal reports, and practice designing effective graphs and tables.
Current Online Version:
This course provides instruction in effectively communicating a sound analysis of selected parts of a valuation. It addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. You will use data provided in case studies as the basis for writing
assignments that will help them recognize and produce effective reports.
Objectives:
- Identify the nature of appraisal reports and report requirements.
- Identify the basic principles of grammar and effective report writing.
- Practice writing descriptive sections of appraisal reports.
- Practice writing sections of appraisal reports that include extensive numerical material.
- Practice writing analytical sections of appraisal reports.
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Who Should Enroll
- Those seeking general real property appraiser certification
- Appraisers who want to improve their writing skills
AI CE Points
Attend:
175
Attend & Pass Exam:
225
Pass Only:
200
State Approvals
State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
---|---|---|---|---|---|---|---|---|---|
AK | CE | 28 | 28 | Online | Online | 10/14/2023 | 06/13/2025 | 18763 | |
AK | QE | 30 | 28 | 2 | Online | Online | 10/14/2023 | 06/13/2025 | 18763 |
AL | CE | 30 | 28 | 2 | Online | Online | 10/01/2022 | 09/30/2024 | C02783 |
AL | QE | 30 | 28 | 2 | Online | Online | 10/01/2022 | 09/30/2024 | C02783 |
AR | CE | 30 | 28 | 2 | Online | Online | 01/17/2023 | 01/25/2025 | |
AR | QE | 30 | 28 | 2 | Online | Online | 01/17/2023 | 01/17/2025 | |
AZ | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
AZ | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
AZ | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
AZ | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
AZ | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
CA | CE | 28 | 28 | Online | Online | 02/09/2023 | 03/10/2026 | 11754190 | |
CA | QE | 30 | 28 | 2 | Online | Online | 02/09/2023 | 03/10/2026 | 11754190 |
CO | CE | 30 | 28 | 2 | Online | Online | 02/13/2023 | 03/10/2026 | 2354 |
CO | CE | 28 | 28 | Online | Online | 02/13/2023 | 03/10/2026 | 2354 | |
CO | QE | 30 | 28 | 2 | Online | Online | 02/13/2023 | 03/10/2026 | 2354 |
CT | CE | 18 | 18 | Online | Online | 03/11/2023 | 03/08/2026 | AAL.001032 | |
CT | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/08/2026 | APR.000291 |
DC | CE | 28 | 28 | Online | Online | 02/29/2024 | 02/28/2026 | 3156 | |
DC | QE | 30 | 28 | 2 | Online | Online | 02/29/2024 | 02/28/2026 | 3156 |
DE | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
DE | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
DE | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
DE | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
DE | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
FL | CE | 20 | 20 | Online | Online | 07/27/2023 | 07/26/2025 | 0009438 | |
FL | QE | 30 | 28 | 2 | Online | Online | 07/27/2023 | 07/26/2025 | 0009438 |
GA | CE | 28 | 28 | Online | Online | 02/17/2023 | 03/10/2026 | 72916 | |
GA | QE | 30 | 28 | 2 | Online | Online | 02/17/2023 | 03/10/2026 | 72915 |
HI | CE | 28 | 28 | Online | Online | 11/07/2023 | 12/31/2024 | 23-403 | |
HI | CE | 30 | 28 | 2 | Online | Online | 11/07/2023 | 12/31/2024 | 23-403 |
HI | QE | 30 | 28 | 2 | Online | Online | 11/07/2023 | 12/31/2024 | 23-403 |
IA | CE | 28 | 28 | Online | Online | 02/17/2023 | 03/10/2026 | A518-1162 | |
IA | CE | 30 | 28 | 2 | Online | Online | 02/17/2023 | 03/10/2026 | A518-1163 |
IA | QE | 30 | 28 | 2 | Online | Online | 02/17/2023 | 03/10/2026 | A518-1164 |
ID | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 6743 | |
ID | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 6743 |
IL | CE | 28 | 28 | Online | Online | 01/01/2023 | 12/31/2024 | 575.001640 | |
IL | QE | 30 | 28 | 2 | Online | Online | 01/01/2023 | 12/31/2024 | 573.000571 |
IN | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
IN | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
IN | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
IN | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
IN | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
KS | CE | 28 | 28 | Online | Online | 01/01/2024 | 12/31/2024 | 193.C24.R | |
KS | QE | 30 | 28 | 2 | Online | Online | 01/01/2024 | 12/31/2024 | 313.P24.R |
KY | CE | 30 | 28 | 2 | Online | Online | 07/01/2023 | 06/30/2024 | |
KY | QE | 30 | 28 | 2 | Online | Online | 07/01/2023 | 06/30/2024 | |
LA | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | ||
LA | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | |
MA | CE | 28 | 28 | Online | Online | 02/01/2023 | 03/10/2026 | 10051212 | |
MA | QE | 30 | 28 | 2 | Online | Online | 05/23/2023 | 03/10/2026 | 120156 |
MD | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
MD | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
MD | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
MD | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
MD | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
ME | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
ME | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
ME | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
ME | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
ME | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
MI | CE | 28 | 28 | Online | Online | 03/10/2023 | 03/10/2026 | 3525 | |
MI | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 3525 |
MN | CE | 30 | 28 | 2 | Online | Online | 08/01/2023 | 07/31/2025 | 1018768 |
MN | QE | 30 | 28 | 2 | Online | Online | 08/01/2023 | 07/31/2025 | 1018767 |
MO | CE | 28 | 28 | Online | Online | 02/10/2023 | 03/10/2026 | ||
MO | QE | 30 | 28 | 2 | Online | Online | 02/10/2023 | 03/10/2026 | |
MS | CE | 28 | 28 | Online | Online | 05/29/2022 | 05/17/2025 | MAB #49729 | |
MS | QE | 30 | 28 | 2 | Online | Online | 05/29/2022 | 05/17/2025 | MAB #49729 |
MT | CE | 28 | 28 | Online | Online | 11/19/2023 | 03/10/2026 | REA-CEC-REC-12348 | |
MT | QE | 30 | 28 | 2 | Online | Online | 11/19/2023 | 03/10/2026 | REA-CEC-REC-16949 |
NC | QE | 30 | 28 | 2 | Online | Online | 01/01/2024 | 12/31/2024 | |
ND | CE | 30 | 28 | 2 | Online | Online | 01/01/2022 | ||
ND | QE | 30 | 28 | 2 | Online | Online | 05/16/2023 | 03/10/2026 | QE-223019 |
ND | QE | 30 | 28 | 2 | Online | Online | 01/23/2023 | 03/10/2026 | QE-223019 |
NE | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 1192467.02 |
NH | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | |
NH | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | |
NJ | CE | 28 | 28 | Online | Online | 05/18/2022 | 2022-3457 | ||
NJ | QE | 30 | 28 | 2 | Online | Online | 05/18/2022 | 2022-3457 | |
NM | CE | 28 | 28 | Online | Online | 09/25/2023 | 03/10/2026 | 4331 | |
NM | QE | 30 | 28 | 2 | Online | Online | 09/25/2023 | 03/10/2026 | 4331 |
NV | CE | 28 | 28 | Online | Online | 08/01/2023 | 12/31/2024 | CE.0009367-A | |
NV | QE | 30 | 28 | 2 | Online | Online | 06/28/2023 | 06/30/2024 | PL.0008511-A |
NY | CE | 28 | 28 | Online | Online | 01/01/2024 | 12/31/2024 | A5566-28 | |
NY | QE | 30 | 28 | 2 | Online | Online | 10/01/2023 | 09/30/2024 | Q0215 G8 |
OH | CE | 28 | 28 | Online | Online | 05/08/2024 | 12/31/2024 | 923404605A 24 | |
OH | QE | 30 | 28 | 2 | Online | Online | 01/01/2012 | ||
OH | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
OH | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
OK | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 973 | |
OK | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 973 | |
OK | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 60M |
OR | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | APIN-C-0223-8968 | |
OR | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | APIN-Q-0223-8967 |
PA | CE | 28 | 28 | Online | Online | 02/23/2023 | 03/10/2026 | ||
PA | QE | 30 | 28 | 2 | Online | Online | 02/23/2023 | 03/10/2026 | |
PR | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
PR | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
PR | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
PR | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
PR | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
RI | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | REA.0001988-CE | |
RI | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | REA.0001988-CE |
RI | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | REA.0001988-CE |
SC | QE | 30 | 28 | 2 | Online | Online | 09/01/2022 | 08/31/2024 | AS.1DQE-14 |
SD | CE | 30 | 28 | 2 | Online | Online | 08/05/2020 | 05/04/2026 | SD 538 |
SD | QE | 30 | 28 | 2 | Online | Online | 11/25/2020 | 05/04/2026 | SD538 |
TN | CE | 28 | 28 | Online | Online | 06/29/2022 | 05/31/2024 | 1501 | |
TN | CE | 30 | 28 | 2 | Online | Online | 06/01/2024 | 05/31/2026 | 1501 |
TN | CE | 28 | 28 | Online | Online | 02/20/2024 | 05/31/2026 | 1501 | |
TN | QE | 30 | 28 | 2 | Online | Online | 06/01/2022 | 05/31/2024 | 1501 |
TN | QE | 30 | 28 | 2 | Online | Online | 06/01/2024 | 05/31/2026 | 1501 |
TX | CE | 28 | 28 | Online | Online | 06/01/2023 | 03/31/2025 | TX Provider #:10 Course #:46597 | |
TX | QE | 30 | 28 | 2 | Online | Online | 01/01/2023 | 03/10/2026 | TX Provider #: 8038 Course #: 27886 |
UT | CE | 30 | 28 | 2 | Online | Online | 05/01/2021 | 05/31/2025 | AC230522 |
UT | QE | 30 | 28 | 2 | Online | Online | 09/01/2023 | 08/31/2025 | AQ230806 |
VA | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
VA | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
VA | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
VA | QE | 30 | 28 | 2 | Online | Online | 02/07/2023 | 02/28/2025 | 4006000887 |
VT | CE | 28 | 28 | Online | Online | 12/10/2020 | 12/10/2024 | ||
VT | QE | 30 | 28 | 2 | Online | Online | 12/10/2020 | 12/10/2024 | |
WA | CE | 28 | 28 | Online | Online | 04/16/2023 | 03/10/2026 | A23008202 | |
WA | QE | 30 | 28 | 2 | Online | Online | 04/16/2023 | 03/10/2026 | A23008202 |
WI | CE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
WI | CE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
WI | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 | |
WI | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | 59141 |
WI | QE | 30 | 28 | 2 | Online | Online | 03/10/2023 | 03/10/2026 | 59141 |
WV | CE | 28 | 28 | Online | Online | 03/11/2023 | 03/10/2026 | ||
WV | QE | 30 | 28 | 2 | Online | Online | 03/11/2023 | 03/10/2026 | |
WY | CE | 30 | 28 | 2 | Online | Online | 03/27/2023 | 03/10/2026 | |
WY | QE | 30 | 28 | 2 | Online | Online | 03/27/2023 | 03/10/2026 |
Course Objectives
Course Details
Program Overview:
Online Syllabus
Assignments:
Yes. After you register for this class, please go to your Education and Events page for details on what you must complete BEFORE class begins.
To access your Education and Events page, log on to the Appraisal Institute website at https://ai.appraisalinstitute.org/eweb (click on the three horizontal lines to the left of the AI logo and select “My AI Account” from the drop-down menu).
Equipment:
- Laptop computer, word processing software, and spreadsheet software required.
- A four-function calculator is required, but a financial calculator is not needed.
- The Excel spreadsheet, Part 14 Leasing Status Exercise Student Version must be downloaded during registration. Please be sure to bring this download to class
Additional Information:
Exam:
You will have 90 days from the time that you complete the course to take the proctored, offline exam. Testing center locations in your area can be found by clicking on this link:www.pearsonvue.com/ai.
Exam FAQ
Go to www.appraisalinstitute.org and log in with the username and password you used when you registered. Click on the red “My Account” button if you are not automatically taken to your account page.
1. Click "Education and Events" on the right navigation menu.
2. Find the course under the “Online Courses” heading and click the “Begin” button.
IMPORTANT NOTE: Once this button is clicked, your access length time (e.g. 90 days) will begin. Only click when you intend to start the course. If you are returning, once you have started the course, click the “Continue” button to continue.
Technology-Based Education Student Disclaimer
I agree to the terms and policies set forth under the Appraisal Institute Education Policy. I also certify that I am the person identified under Personal Data and that I will personally complete each assigned component of instruction and any examination(s). I understand and agree that if I misrepresent my identity or arrange for someone else to represent himself or herself as me at any time during the Appraisal Institute online course or seminar, I will be immediately removed from the course or seminar and I will not be entitled to any refund. I further understand that if I am a Designated member, Candidate for Designation, Practicing Affiliate, or Affiliate of the Appraisal Institute and participated in any misrepresentation of identity, by affirmative act or failure to act, I will be the subject of a peer review proceeding under Regulation No. 6 for violation of the Code of Professional Ethics and Standards of Professional Practice of the Appraisal Institute, and such peer review proceeding may result in termination of my Appraisal Institute membership, candidacy, and/or affiliation.
Other Details
For information about how on demand online education programs work, registration and cancellation policies, and other details, see our On Demand Online Education Frequently Asked Questions.
Requirements:
Prerequisites
- Basic Appraisal Principles
- Basic Appraisal Procedures
- National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
- General Appraiser Market Analysis and Highest & Best Use
- General Appraiser Site Valuation and Cost Approach
- General Appraiser Sales Comparison Approach
- General Appraiser Income Approach/Part 1
- General Appraiser Income Approach/Part 2
Course Materials & Recommended Books
Pricing Options
Rate | Full Price | AI Price |
---|---|---|
Standard
Today thru 12/31/2050 |
$595.00 | $490.00 |
Have Exam Questions?
Additional Course Offerings
Sponsor | Date | Location | Format | ||
---|---|---|---|---|---|
Tennessee Chapter | May 20-23, 2024 | NASHVILLE, TN | Classroom | View Details | Register |
Appraisal Institute | June 4-14, 2024 | Synchronous | View Details | Register | |
Appraisal Institute | October 21-31, 2024 | Synchronous | View Details | Register |