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    Review Case Studies - General

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    August 6-16, 2024
    Date
    August 6-16, 2024
    Sponsor
    Appraisal Institute
    Location
    Appraisal Institute - Synchronous (Live Online)
    Instructor
    Richard L. Borges, II, MAI, SRA, AI-GRS, AI-RRS
    Class Time
    30 hours
    Exam Time
    2 Hours
    Full Price
    $1,300.00
    AI Price
    $1,000.00
    Enroll by August 16!
    View Pricing Options
    Course Description
    In this course, you will put into practice the concepts in Review Theory-General. You will enhance your review skills by preparing two required review reports based on two case studies that present some of the issues reviewers face in review assignments. For each case study, you’ll develop opinions on the completeness, accuracy, adequacy, relevance, reasonableness, appropriateness, and credibility of another appraiser’s work and then communicate your opinions in a review report you design and draft yourself. By preparing written review reports based on the case studies, you’ll gain confidence in the application of review techniques. This course will benefit appraisers and other real estate professionals who regularly work with appraisals and reviews.

     

    Who Should Enroll
    • Designated members
    • Certified general real property appraisers
    • Government agency reviewers
    • Users of appraisal services
    AI CE Points
    Attend:
    275
    Attend & Pass Exam:
    375
    Pass Only:
    100
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 32 32 Synchronous Synchronous 09/01/2021 07/20/2024 18512
    AK QE 32 30 2 Synchronous Synchronous 09/01/2021 07/20/2024 18512
    AL CE 32 30 2 Synchronous Synchronous 02/02/2023 09/30/2024 CO2813
    AL CE 30 30 Synchronous Synchronous 02/02/2023 09/30/2024 CO2813
    AR CE 32 30 2 Synchronous Synchronous 12/08/2020 07/25/2025
    AR QE 32 30 2 Synchronous Synchronous 07/24/2023 07/25/2025 AI104
    AZ CE 32 30 2 Synchronous Livestream 01/01/2022 07/20/2024 67505
    AZ CE 30 30 Synchronous Livestream 01/01/2022 07/20/2024 67505
    AZ CE 28 28 Synchronous Livestream 01/01/2022 06/23/2024 78146
    AZ CE 30 28 2 Synchronous Livestream 01/01/2022 06/23/2024 78146
    AZ CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    AZ CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    AZ QE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024
    CA CE 30 30 Synchronous Livestream 05/29/2022 05/28/2026 14CP754601115
    CA CE 30 30 Synchronous Synchronous 09/24/2022 09/23/2026 18CP754601337
    CA QE 32 30 2 Synchronous Synchronous 09/25/2023 09/24/2027 23CP7546V.555
    CO CE 32 30 2 Synchronous Synchronous 07/27/2021 07/20/2024
    CO CE 30 30 Synchronous Synchronous 07/27/2021 07/20/2024
    CO QE 32 30 2 Synchronous Synchronous 07/27/2023 07/20/2024 2445
    CT CE 18 18 Synchronous Synchronous 08/25/2021 07/20/2024 AAL.000814
    CT QE 32 30 2 Synchronous Synchronous 09/13/2023 07/20/2024 APR.000311
    DC CE 32 30 2 Synchronous Synchronous 02/29/2024 02/28/2026 4030
    DC CE 30 30 Synchronous Synchronous 02/29/2024 02/28/2026 4030
    DC QE 32 30 2 Synchronous Synchronous 02/29/2024 02/28/2026
    DE CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    DE CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    GA CE 30 30 Synchronous Synchronous 10/03/2018 69865
    GA CE 32 30 2 Synchronous Synchronous 10/02/2018 69866
    GA QE 32 30 2 Synchronous Synchronous 07/26/2023 07/20/2024 64838
    HI CE 30 30 Synchronous Synchronous 01/01/2024 07/20/2024 23-481
    HI CE 32 30 2 Synchronous Synchronous 01/01/2024 07/20/2024 23-481
    HI QE 32 30 2 Synchronous Synchronous 01/01/2024 07/20/2024 23-481
    IA CE 30 30 Synchronous Synchronous 08/04/2021 07/20/2024 A518-1206
    IA CE 32 30 2 Synchronous Synchronous 08/04/2021 07/20/2024 A518-1207
    ID CE 32 30 2 Synchronous Synchronous 10/06/2021 07/20/2024
    ID CE 30 30 Synchronous Synchronous 10/06/2021 07/20/2024
    ID CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    ID QE 32 30 2 Synchronous Synchronous 01/01/2001 07/20/2024
    ID QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    IL CE 32 30 2 Synchronous Synchronous 01/01/2023 12/31/2024 575.010303
    IL QE 32 30 2 Synchronous Synchronous 08/30/2023 12/31/2024 573.000729
    IN CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    IN CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    KS CE 30 30 Synchronous Synchronous 01/01/2024 12/31/2024 234.C24.R
    KS QE 32 30 2 Synchronous Synchronous 01/01/2024 12/31/2024 474.P24.R
    KY CE 32 30 2 Synchronous Synchronous 07/01/2023 06/30/2024
    KY QE 32 30 2 Synchronous Synchronous 07/01/2023 06/30/2024
    LA CE 32 30 2 Synchronous Synchronous 04/14/2021 07/20/2024 A0299
    LA CE 32 30 2 Synchronous Synchronous 07/21/2024 12/31/2024 A0299
    LA QE 32 30 2 Synchronous Synchronous 01/01/2024 12/31/2024 A0299
    MA CE 30 30 Synchronous Livestream 02/08/2022 06/30/2024 120050
    MA CE 32 30 2 Synchronous Synchronous 09/28/2021 07/20/2024 120059
    MA QE 32 30 2 Synchronous Synchronous 07/17/2023 07/20/2024 120164
    MD CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    MD CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    ME CE 30 28 2 Synchronous Livestream 01/01/2022 06/23/2024 78146
    ME CE 30 30 Synchronous Livestream 01/01/2022 07/20/2024 67505
    ME CE 28 28 Synchronous Livestream 01/01/2022 06/23/2024 78146
    ME CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    ME CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    MI CE 30 30 Synchronous Synchronous 07/21/2021 09/05/2026 20 - 680602
    MN CE 32 32 Synchronous Synchronous 02/01/2023 01/31/2025 1026751
    MN QE 32 30 2 Synchronous Synchronous 02/01/2023 01/31/2025
    MO CE 28 28 Synchronous Synchronous 10/06/2021 07/20/2024
    MO CE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    MO QE 30 28 2 Synchronous Synchronous 10/06/2021 07/20/2024
    MO QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027
    MS CE 30 30 Synchronous Synchronous 08/27/2023 07/20/2024 MAB #50103
    MS QE 32 30 2 Synchronous Synchronous 07/24/2022 07/20/2024 MAB # 50103
    MT CE 32 30 2 Synchronous Synchronous 08/12/2021 07/20/2024 REA-CEC-REC-16743
    MT QE 32 30 2 Synchronous Synchronous 03/29/2022 07/20/2024 REA‐CEC‐REC‐16743
    NC CE 30 30 Synchronous Synchronous 01/01/2024 12/31/2024 3043
    ND CE 32 30 2 Synchronous Synchronous 03/08/2022 06/23/2024 CE-222027
    ND CE 32 30 2 Synchronous Synchronous 06/24/2024 06/23/2027 CE-222028
    ND QE 32 30 2 Synchronous Synchronous 03/08/2022 07/20/2024 QE-223023
    NE QE 32 30 2 Synchronous Synchronous 10/24/2023 07/20/2024 123340F.02
    NH CE 32 30 2 Synchronous Synchronous 11/02/2018 07/20/2024
    NH QE 32 30 2 Synchronous Synchronous 07/21/2023 07/20/2024
    NJ CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 2023-3415
    NJ QE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 2023-3415
    NM CE 32 30 2 Synchronous Synchronous 09/20/2021 07/20/2024 3289
    NM CE 30 30 Synchronous Synchronous 09/20/2021 07/20/2024 3289
    NM QE 32 30 2 Synchronous Synchronous 08/14/2023 07/20/2024 4306
    NV CE 32 30 2 Synchronous Synchronous 07/31/2023 07/31/2024 CE.0009730-A
    NV QE 32 30 2 Synchronous Synchronous 08/04/2023 08/31/2024 PL.0009585-A
    NY CE 28 28 Synchronous Synchronous 01/01/2024 12/31/2024 A4256-28
    NY QE 32 30 2 Synchronous Synchronous 10/01/2023 09/30/2024
    OH CE 30 30 Synchronous Synchronous 01/01/2024 12/31/2024 084402904A 22
    OK CE 30 30 Synchronous Synchronous 08/04/2021 07/20/2024 863
    OK CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 863
    OK QE 32 30 2 Synchronous Synchronous 08/16/2023 07/20/2024 678
    OK QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 678
    OR CE 30 28 2 Synchronous Synchronous 08/11/2021 07/20/2024 APIN-C-0821-8887
    OR QE 32 30 2 Synchronous Synchronous 08/04/2023 07/20/2024 APIN-Q-
    PA CE 32 30 2 Synchronous Synchronous 10/01/2021 07/20/2024
    PA QE 32 30 2 Synchronous Synchronous 08/13/2021 07/20/2024
    PR CE 28 28 Synchronous Livestream 01/01/2022 06/23/2024 78146
    PR CE 30 30 Synchronous Livestream 01/01/2022 07/20/2024 67505
    PR CE 30 28 2 Synchronous Livestream 01/01/2022 06/23/2024 78146
    PR CE 32 30 2 Synchronous Livestream 01/01/2022 07/20/2024 67505
    PR CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    PR CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    RI CE 30 30 Synchronous Livestream 01/11/2022 06/03/2024 REA.0001817-CE
    RI CE 32 32 Synchronous Synchronous 08/23/2021 07/20/2024 REA.0001748-CE
    RI CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 REA.0002175-CE
    RI QE 32 30 2 Synchronous Synchronous 07/20/2023 07/20/2024
    RI QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 REA.0002175-CE
    SC CE 32 30 2 Synchronous Synchronous 09/01/2022 08/31/2024 DE1752
    SC QE 32 30 2 Synchronous Synchronous 09/01/2022 08/31/2024 QEE1374
    SD CE 32 30 2 Synchronous Synchronous 06/16/2022 06/16/2024 SD 1313 CE
    SD CE 32 30 2 Synchronous Synchronous 06/17/2024 05/18/2026 SD 1313 CE
    TN CE 32 30 2 Synchronous Synchronous 09/01/2022 10/31/2024 2232
    TN CE 32 30 2 Synchronous Synchronous 09/01/2022 07/31/2025 2701
    TN QE 32 30 2 Synchronous Synchronous 07/25/2023 07/31/2025 2701
    TX CE 30 30 Synchronous Livestream 05/16/2022 05/16/2024 TX Provider #:10 Course #: 43520
    TX CE 32 30 2 Synchronous Synchronous 09/01/2023 07/31/2024 TX Provider #:10 Course #: 41974
    TX CE 30 30 Synchronous Synchronous 09/01/2023 05/16/2024 TX Provider #:10 Course #:43520
    TX CE 30 30 Synchronous Synchronous 05/17/2024 06/30/2026 TX Provider #:10 Course #:43520
    TX QE 32 30 2 Synchronous Synchronous 09/19/2023 07/20/2024 TX Provider #:8038 Course #: 37622
    UT CE 30 30 Synchronous Synchronous 01/01/2023 12/31/2024 AC221210
    UT CE 30 30 Synchronous Synchronous 01/01/2023 12/31/2024 AC221210
    UT QE 32 30 2 Synchronous Synchronous 07/26/2023 07/31/2025 AQ230723
    VA CE 28 28 Synchronous Livestream 01/01/2022 06/23/2024 78146
    VA CE 30 28 2 Synchronous Livestream 01/01/2022 06/23/2024 78146
    VA CE 32 30 2 Synchronous Livestream 01/01/2022 07/20/2024 67505
    VA CE 30 30 Synchronous Livestream 01/01/2022 07/20/2024 67505
    VA CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    VA CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    VA QE 32 30 2 Synchronous Synchronous 08/11/2023 08/31/2025 4006000907
    VT CE 30 30 Synchronous Livestream 01/01/2022 01/26/2025
    VT CE 30 30 Synchronous Synchronous 11/19/2020 11/19/2024 CA-6757
    VT QE 32 30 2 Synchronous Synchronous 07/26/2023 07/26/2027
    WA CE 32 30 2 Synchronous Synchronous 10/23/2018 07/20/2024 A23019038
    WA CE 30 30 Synchronous Synchronous 10/22/2018 07/20/2024 AP4050
    WA CE 30 30 Synchronous Synchronous 07/21/2024 06/23/2027 A24009030
    WA QE 32 30 2 Synchronous Synchronous 07/21/2024 06/23/2027 A24009030
    WI CE 32 30 2 Synchronous Synchronous 01/01/2022 07/20/2024 67505
    WI CE 32 30 2 Synchronous Synchronous 01/01/2022 06/23/2024 78146
    WV CE 30 30 Synchronous Synchronous 02/03/2022 07/20/2024
    WV QE 32 30 2 Synchronous Synchronous 02/03/2022 07/20/2024
    WY CE 32 30 2 Synchronous Synchronous 09/03/2021 07/20/2024
    WY CE 32 30 2 Synchronous Synchronous 07/21/2024 07/31/2026
    WY QE 32 30 2 Synchronous Synchronous 09/27/2023 03/30/2026 368
    Course Objectives
    • Effectively develop and communicate opinions of completeness, accuracy, adequacy, relevance, reasonableness, appropriateness, credibility, and reasons for disagreement.
    • Evaluate appraisal errors to distinguish whether they are trivial or material from a review perspective.
    • Approach a review assignment and determine on your own what makes a review good.
    • Create an appropriate review format based on the context of the assignment.
    Course Details

    Assignments:
    No

    Equipment:

    • A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
    • You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
    • For more information and a free review, click here.
    • For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.
    • HP-12C calculator User’s Manual.

    Additional Information:

    Course Materials Include:
    • Course Handbook (433 pp.)
    • Participant Note (1 p.)
    • Review Process Handout (1 p.)
    • Common Errors and Issues in Review Supplement (8 pp.)
     Designated Members, Candidates for Designation, and Practicing Affiliates will receive the discounted AI Price for Advanced Education courses: Review Theory—General and Review Case Studies—General. All others will pay full price.
     
    Review Theory—General is required for individuals pursuing the Appraisal Institute General Review Designation (AI-GRS – Appraisal Institute – General Review Specialist). For more information regarding the requirements for the review designation, please click here.
     
    If you are currently designated, view for more information on the alternative path.

    If you are currently a Candidate for Designation, or wish to become a Candidate, view here for the specific designation requirements.

     
    Disclaimer
    I agree to the terms and policies set forth under the Appraisal Institute Online Education Policy. I also certify that I am the person identified above under Personal Data and that I will personally complete each assigned module 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.  

    Requirements:

    Live Online Education FAQ

    A laptop computer is required. Word processing software must be installed and operational. This course includes writing exercises.

    Event Information

    Location:
    This course will be held via live interactive classroom technology. See below for important participation requirements.

    State Credit:

    A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

    Class Schedule:
    Class begins each day at 10:00AM Central time (8:00AM Pacific, 9:00AM Mountain, 11:00AM Eastern). Each class runs for four (4) hours each day with at least two breaks during that time. The course runs for eight (8) half-days. Times shown are U.S. Central (Chicago) time.

    Day 1, Tuesday, August 6, 10:00 am - 2:00 pm
    Day 2, Wednesday, August 7, 10:00 am - 2:00 pm
    Day 3, Thursday, August 8, 10:00 am - 2:00 pm
    Day 4, Friday, August 9, 10:00 am - 2:00 pm
    (No class on Saturday, Sunday or Monday)
    Day 5, Tuesday, August 13, 10:00 am - 2:00 pm
    Day 6, Wednesday, August 14, 10:00 am - 2:00 pm
    Day 7, Thursday, August 15, 10:00 am - 2:00 pm
    Day 8, Friday, August 16, 10:00 am - 2:00 pm

    Online Session Case Study Writing Assignments:

    The online session of the Review Case Studies - General course is available to students up to the end date of the live synchronous session. Students will use this online session to submit the case study writing assignments during the live session. To access the online session, log onto your AI Account at www.appraisalinstitute.org with the username and password you used when you registered. Click on “Education and Events” located on the right navigation menu. On the My Events page, scroll down to the “Online Courses” section and click on the “Begin” button to access the online session.

     

    AI National Synchronous Participation Requirements:
    • All students are required to have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is the student’s responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.

     

    • All students are required to keep their webcam on at all times while class is in session. Attendance will be monitored throughout the day through webcams and polling. A photo ID must be presented during roll call at the beginning of class on the first day. 

     

    • The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.

     

    For questions regarding these classroom participation requirements, contact the Appraisal Institute at sync@appraisalinstitute.org or call (312) 335-4473.

     

    Connection Information:
    Several minutes after you receive your Appraisal Institute receipt email, you will receive a second email from GoToTraining which will include instructions on connecting to the live session and a link to a small download of the GoToTraining software. The software runs on almost all operating systems and popular browsers. Connection email reminders are re-sent 1 week, 1 day, and 1 hour prior to the live session start time. If you do not receive the connection information, please check your junk, spam, or quarantine folders. For questions, please email sync@appraisalinstitute.org or call (312) 335-4473.

    Download Course Materials:

    Log onto your AI Account at www.appraisalinstitute.org with the username and password you used when you registered. Click on “Education and Events” located on the right navigation menu. On the My Events page, find the course under the “Classroom Offerings/Synchronous Offerings/Conferences” heading and click the "View" button. Scroll down to the “Download Course Materials” section and click on each link to download the course materials.

     

    Cancellation Policy:
    Up To 15 days prior to program start date, refund in full.
    7 - 14 days prior to program start date, $150.00 cancellation fee.
    Less than 7 days prior to program start date, forfeit of payment.