Federal and California Statutory and Regulatory Laws

Date: December 6, 2021

Location: Virtual Classroom, CA

Northern California Chapter
Ms. Estes
It's a Virtual Offering
It's Virtual - Learn Where it is Comfortable and Convenient for You!
Virtual Classroom, CA
Lisa Estes
Molitor-Gennrich, Dawn
READ through all the information listed below before selecting the "Register Now" button for details on timing, required equipment, virtual and out-of-state CE approvals, etc.



View additional offerings sponsored by the Northern California Chapter 

This offering is a chapter-developed Interactive Virtual Classroom presentation using ZOOM

It is the student's responsibility to have the required equipment: dependable Internet access, computer with webcam, microphone & speakers. The instructor / monitor must be able to see / view students throughout the offering and the students must be able to view the instructor and/or the instructor's presentation.  Many laptops have the webcam and microphones built-in.

IMPORTANT:  Approval of virtual classroom presentations by states outside of California or acceptance of out-of-state providers cannot be guaranteed.  If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) - before registering - to make sure that they will accept (1) virtual classroom credit and/or (2) credit from an out-of-state provider.  Some states may have special pre-approval or reporting requirements that the chapter is not able to comply with.  Use caution in relying on website approvals as they may not be up-to-date. 


About the Offering:
Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Includes the required open-book exam.

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

- Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
- Understand the context of and recent amendments to the California “Laws” & “Regs”
- Find out about your new “mini-resume” on the BREA website
- Understand BREA’s new & revised definitions that affect your daily appraisal practice
- Become familiar with the new Federal & California Appraisal Management Company (AMC) Laws & Regs
- Look out for these BREA laws that result in immediate license suspension

Cancellation Policy


Written cancellations received by Monday, November 22, are subject to a $25 cancellation fee.  Cancellations received after that time but prior to noon on Monday, November 29, are subject to a $45 cancellation fee.  No refunds for cancellations received after November 29 or for program "no shows".  Cancellations can be emailed to lisa@norcal-ai.org.

We reserve the right to substitute instructors, or to cancel or modify this program if sufficient registrations are not received by November 22 or due to other circumstances beyond our control. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

Additional Information

Seminar Materials and Hours
Onsite check-in will begin at 11:30am on Monday, December 6. The seminar will run from 12:00pm – 5:00pm and will be conducted using ZOOM as the interactive learning platform.  The required open-book exam will administered  during the scheduled instruction.  Prior to the seminar, all students will receive a pdf link from lisa@norcal-ai.ccsend.com to download the seminar materials and exam flash cards. Hardcopy materials are not available for this offering nor are they availble for download from your AI MyAccount portal.  By registering for this offering, you agree that your attendance may be monitored and/or recorded and that you will forward your DL/ photo ID to the Northern California Chapter.

Photo ID Required
After registering please send  a copy of your Driver's License or Photo ID to lisa@norcal-ai.org.  Quick Tip:  Feel free to cover any personal information with the exception of your photo and printed name with cut to size post-it notes before taking a photo with your phone or scanning.  Without receiving this information, registrants will not be sent the ZOOM log-in link.  In the subject line type "DL -  [enter your last name] - Laws/Regs Dec 2021"  before submitting. ID's should be emailed immediately following submission of your registration.

Required Texts / Materials 
There are no additional required texts or materials for this offering other than the seminar materials and flash cards referenced above.

Registrants are strongly encouraged to pre-download the materials or perhaps view them on a secondary devise during the virtual classroom presentation.  Flash cards should be printed out in color.

Required Equipment 
This class will be held via Interactive Technology (ZOOM).  It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam and microphone / speakers.  Some registrants will find a secondary device (ipad, phone, laptop or desktop computer) helpful during instruction.

New to ZOOM?
If you are new to ZOOM or need a little refresher, take their FREE tutorial How to Join a ZOOM Meeting to  gain additional confidence to successfully navigate this virtual presentation.

Education Credit Hours and Attendance Verifications
Those who check into the interactive platform late, leave early or leave during non-scheduled breaks may jeopardize receipt of credit.  Webcams must remain on throughout the scheduled instruction times.

Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 20 AI CEC points.  

BREA ContinuingFederal and California Statutory Laws and Regulations has been approved by the BREA for 4-hours (#21CP754601460) of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement and successfully complete the open-book exam.. [Note:  This particular offering is based on the "live" classroom version that falls under the temporary exemption for virtual classroom education due to COVID / SIP restrictions.]

BREA Basic/QualifyingFederal and California Statutory Laws and Regulations is also approved for BREA qualifying education (QE) credit (#21CP754601460).  Those seeking BREA QE must meet the 100% attendance requirement and successfully complete the open-book exam. [Note:  This particular offering is based on the "live" version that falls under the temporary exemption for virtual classroom education due to COVID / SIP restrictions.]

SBE (State Board of Equalization) Federal and California Statutory Laws and Regulations has been approved for 4-hours of SBE training credit (CAR #101423) for assessors who meet the 100% attendance and exam requirement.

If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) to make sure an out-of-state virtual offering will be accepted before registering.  We are not submitting this offering for pre-approval from states outside of California.

NEW! Attendance Verification Process Effective 10/01/19
Registrants should be sure their appraiser license/certification numbers are entered in the registration system or a certificate will not be generated.  License numbers are listed under Profile in your Student Portal or can be added as “Other” License.  

Verified attendance certificates will be available within 15 working days by

  • Logging into My Account https://www.appraisalinstitute.org/; red tab
  • Select EDUCATION
  • Click on the specific offering that you are seeking the certificate for; it will show REGISTERED
  • Scroll to the very bottom of the screen to RETRIEVE CERTIFICATE

Note:  Effective 10/01/19 students will be able to access their attendance certificates 24/7 through the Appraisal Institute's netFORUM association management program.  The Northern California Chapter does not have direct access to certificates for programs held after this time. Any issues in retrieving certificates should be brought directly to the attention of the Appraisal Institute's Education Delivery Department at 312/335-4207 or education@appraisalinstitute.org

Confirmation Emails

All confirmed registrants will receive a payment receipt plus a separate confirmation by email.  Be sure that you can accept emails from each of the following email addresses: 

In addition, details regarding logging into the seminar will be sent separately from lisa@norcal-ai.ccsend.com

 If you do not receive emails on a regular basis from the Northern California Chapter (lisa@norcal-ai.ccsend.com), be sure to visit our homepage and sign-up to receive our emails.  Registrants will not want important details like ZOOM links and/or material downloads defaulting to spam / junk or be classified as undeliverble.  Those who work for financial institutions or government agencies my need to enlist the assistance of their IT Deparment to insure email delivery.

Disclaimer Information

By registering for this event, you agree that

  • your attendance may be recorded, photographed, and/or monitored at any time
  • you will provide the Chapter Office with a copy of your DL/Photo ID in advance
  • will accept emails from the chapter; add this address to your accepted list of emails - lisa@norcal-ai.ccsend.com
  • your contact information may be published in a networking roster
  • we may switch or change the virtual learning (zoom, Go2, etc.) platform selected for this offering based on program logistics or necessity
  • if you have a disability and may require special accommodation, please notify us in writing at least two weeks in advance to arrange for reasonable accommodation

Lost or Damaged Items:  
The Appraisal Institute is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.