Real Estate Finance, Statistics, and Valuation Modeling

Description

This 15-hour course introduces the topics of statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. During the first half of the course, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice.

In the second half, you will gain an understanding of real estate finance markets, learn about credit conditions and their impact on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances.

This course includes material on financial history. A discussion on how mortgages impact value also is included, as well as measuring volatility and standard deviations.
 
Successful completion of the course and exam should satisfy most states' education requirements in the content area identified as real estate finance, statistics, and valuation modeling.
 
Participants should understand that this course will be a review and will not address more advanced topics.
 
Sponsor Date Location Delivery Format Check
State Approvals
 
Appraisal Institute On Demand Online  Check Register
Bluegrass Chapter July 25-26, 2022 Louisville, KY Classroom  Check Register
North Star Chapter September 12-13, 2022 Bloomington, MN Classroom  Check Register
Chicago Chapter September 15-16, 2022 Chicago, IL Classroom  Check Register
Western Pennsylvania Chapter October 20-21, 2022 Pittsburgh, PA Classroom  Check Register
Appraisal Institute December 05-08, 2022 Synchronous  Check Register

Program State Approval & Hours

Some AI educational programs may not be approved in every state and every delivery format. To see a list of all state approvals across all formats for this course, please use the link below.

View all approvals for this course

Who should Enroll

  • Beginning real property appraisers
  • Real estate professionals
  • Users of appraisal services
  • Accountants

 


Objectives

  • Review and apply basic statistical principles and statistical analysis techniques, and recognize how they can be used in valuation.
  • Describe the essential functions of real estate finance markets; recognize the impact of credit conditions on values and appraisal; and calculate and interpret fundamental numbers, such as loan payments and balances.

 


Prerequisites


Exam

Yes, 1 hours

Level

Intermediate

Appraisal Institute CE Points

Attend: 175 AI Points,  Attend and Pass Exam: 225 AI Points,  Pass Only: 200 AI Points

Class Time

14 hours

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).

Program Overview

Classroom & Synchronous

Online & Synchronous

Required and/or Recommended Equipment

Classroom & Synchronous

Online

Additional Information

Classroom & Synchronous
National Registry of CPE Sponsors

Course Materials Include:

  • Course Handbook (335 pp.)
  • Solutions Booklet (58 pp.)
  • Pre-Class Downloads (31.9 KB)

The Appraisal Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org

Delivery Method: Group-Live

 

You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

Online

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

Online Course Access
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.


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