Quantitative Analysis

Date: October 4 - 8, 2021

Location: The Colony, TX

North Texas Chapter
Ms. Ruth A. Kelton
Cascades Conference Center
5909 Stone Creek Drive
The Colony, TX 75056
Larry T. Wright, MAI, SRA, AI-GRS
The class size will be limited for safe distancing purposes. The guest room rate is $79++/night at the Fairfield Inn. See the Notes section for detailed COVID-19 information and the Additional Information section for Accommodations information.

Designation Education
Class Time: 30 hours
Exam Hours: 3.00


COURSE SCHEDULE – Monday, October 4-8, 2021:

Lecture – 8:30am to 5:00pm (Monday-Thursday)

Exam – 8:30 to 11:30am (Friday)

All day beverage service. Lunch will not be provided.



Prior to the first day of class, a separate 2-hour online session is required. The online session is available 28 days before the classroom session begins, and it ends 2 days before the classroom session begins.


You may take the free diagnostic test at any time, but it is recommended that you take it at least 7 days before the course begins.  It will take approximately one hour to complete, depending on your skill level.  Only one diagnostic test is required for all four Designation Education courses.

September 6 (28 days before classroom session begins)

Official FIRST day of course – mandatory online session begins.


September 19 (15 days before classroom session begins)

Last day to cancel registration with full refund.


September 20 (14 days before classroom session begins)

Last day to register for the course and receive printed materials.

Last day to cancel registration with $150 cancellation fee (14 days or less).


September 27 (7 days or less before classroom session begins)

Last day register for and submit the Diagnostic Test.

Last day to cancel registration with -0- refund.


September 29 (5 days before classroom session begins)

Last day to register for the course with download only option for materials.


October 2 (2 days before classroom session begins)

Last day to complete the mandatory online session.


October 4 – 8, 2021 (Class)



Tuition includes downloadable course material - it does not include a printed set of course material.


DOWNLOADABLE Course material is automatically provided to ALL students via a download option. Please have your laptop/reader available with the downloaded material or have a printed copy of the material with you. 


If you would like to receive a printed copy of the course material, you will have an option during the registration process to order a set. Students requesting printed material will be charged a $35.00 material fee plus shipping in addition to the course tuition. (Note that If you do not receive the material shipment in time for the course, please download or print a copy of the material from the Education and Events section of your AI account.)



35 hours (2 pre-class online; 30 classroom; 3 exam)

AI – 275 points (attend only); 375 points (attend and pass); 325 points (pass exam only)

TALCB QE – 35 hours (course and exam)

TALCB CE – 32 hours (course and exam)



In order to meet CDC and Dallas County COVID-19 guidelines, the Chapter will be taking the following steps to ensure the safety of our students and instructors:

  • Class size will be limited and adjusted as restrictions are amended.
  • Student desks will be spaced at least 6 feet from each other.
  • Students who are not fully vaccinated will be required to wear masks when not seated at their desks and must observe social distancing (6 feet apart) at all times.
  • Students may not attend class if they have an elevated temperature.




Course Materials Include:

  • Course Handbook (462 pp.)
  • Solutions Booklets (158 pp.)
  • Downloads (822 KB)
Please review the FAQs for important information regarding registration and cancellation deadlines; mandatory diagnostic test; online session; and course equivalencies.
Designated members, Candidates for Designation and Practicing Affiliates will receive the discounted AI Price for the MAI designation courses: Advanced Income Capitalization, Advanced Market Analysis and Highest Best Use, Advanced Concepts and Case Studies, and Quantitative Analysis. All others will pay full price.
For more information on how to become a Candidate for Designation, click here.

Important Note: Mandatory Diagnostic Test
Before enrolling in this or any other MAI designation course, you must take a diagnostic test. The Excel diagnostic tests your mastery of solving appraisal problems using spreadsheets. This diagnostic test was intentionally designed to be challenging and ensure participants have adequate Excel skills before taking MAI designation courses. For more information, check out the Diagnostic FAQ.


Excel is used extensively in the MAI designation courses; it is highly recommended that you know how to perform the necessary appraisal functions in Excel to succeed in this course.

The diagnostic test is free and can be taken at any time on your personal computer. To register for the test, please click here.

This course implements a blended learning approach, which includes:
  • A pre-class, 2-hour online session
  • 30 hours of traditional classroom education
  • A 3-hour exam on the 5th morning.

This course is in the Analytics for Valuation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

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.

Cancellation Policy

Requests for cancellation must be received in writing at the Chapter Office. The Chapter reserves the right to cancel, limit, or reschedule the course and to change faculty assignments and facility location at any time; therefore, prospective students should confirm their registration prior to making any non-refundable airline reservations. The Appraisal Institute, North Texas Chapter is not responsible for students’ non-refundable airline reservations or other travel costs. There are NO transfers; you must cancel out of the course.  


·         Until September 19 - $50.00 cancellation fee   

·         September 20-27 - $150.00 cancellation fee

·         After September 28 – no refund

Additional Information


The Cascades Conference Center is located near Plano in The Colony on Hwy. 121 west of the Dallas N. Tollway and across from Grandscape.  The location is near several major freeways/tollroads and provides easy access to many destinations within the Metroplex including DFW International Airport (26 miles) and Love Field Airport (20 miles).



Fairfield by Marriott Dallas Plano/The Colony, 5909 Stone Creek Drive, The Colony, TX, 75056, 972-370-7732, (Fairfield Inn The Colony).  A special Appraisal Institute single guest room rate of $79.00++ per night is available.  You may book your room directly with the hotel at 888-876-0646 and request the Appraisal Institute October 2021 GROUP rate.  The deadline to book a reservation is Friday, September 17, 2021.  After this date, unreserved rooms will be released for general sale and group rates will no longer be available.


Hotel amenities include complimentary hot breakfast, free Wi-Fi, free parking, outdoor pool and fitness center.  Hotels within the Cascades Conference Center complex and next to the Fairfield Inn are a Courtyard by Marriott and a Residence Inn.  Also within the complex are several restaurants – Saltgrass Steak House, Ace’s Sports Hangar, Goodfellas Pizza Pasta Vino, Down South Kitchen & Bakery and The Crab Station.

Disclaimer Information

The Chapter reserves the right to cancel, limit, or reschedule the course and to change faculty assignments at any time.  Please do not make travel arrangements, including paying for nonrefundable flights, until you confirm with the Chapter that the class will not be postponed or canceled due to low enrollment.

Some courses have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

National Disclaimer

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.