Business Practices and Ethics

Date: July 30, 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
Stephanie C. Coleman, MAI, SRA, AI-GRS, AI-RRS
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.

Continuing Education
Class Time: 6 Hours
Exam Hours: N/A


View Additional Offerings Sponsored by the Northern California Chapter

This class will be held via interactive virtual classroom technology. It is the student's responsibility to have the required equipment – dependable Internet access, computer with webcam and microphone.

If you are seeking credit from a state outside of California, check with your state licensing board to make sure that it will grant approval for (1) an out-of-state virtual classroom offering and (2) accepts offerings from an out-of-state provider prior to registering. This is a nationally-developed Appraisal Institute program so credit may be available from other states.  However, some states outside of California may have additional reporting requirements that the chapter is not able to comply with.

There is NO examination required for this virtual offering.


Course Materials Include:

  • Course Handbook (237 pp.)
  • AI Professional Practices Booklet Supplement (152 pp.)

Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

Cancellation Policy

Written cancellations received by Friday, July 16, are subject to a $35 cancellation fee.  Cancellations received after that time but prior to noon on Friday, July 23, are subject to a $55 cancellation fee.  No refunds for cancellations received after July 23 or for program "no shows".  Cancellations can be emailed to

We reserve the right to substitute instructors, or to cancel or modify this program if sufficient registrations are not received by July 2 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

Photo ID Required to Complete Your Registration
Please send a copy of your Driver's License or Photo ID to  Feel free to cover all personal information with the exception of your photo and printed name. Quick tip:  Cover this information with cut to size Post-it Notes before taking a photo with your phone or scanning.  Registrants will not be sent the ZOOM log-in link unless their DL/Photo ID is received in advance.  In the subject line of your email type "DL -  [enter your last name] - BPE June 2021" before submitting.  ID's should be submitted to the Chapter Office immediately upon completing this online registration.

Program Hours and Materials

Online check-in will begin at 8:00am on Friday, July 30.  Instruction will run from 8:30am – 3:30pm (Pacific Time) and will be conducted using ZOOM as the interactive learning platform.  Their is no exam associated with this offering.

Beginning 4 weeks prior to the offering, all students will have access to the downloadable course materials. If you would like hardcopy (printed) materials sent to you in advance, both a print fee of $25 and a shipping fee (TBD) apply. [Note: Shipping fee is calculated at the time of online check-out.]

Tips on Downloading the Course Handbook
Students are strongly encouraged to have pre-printed (rather than electronic) materials easily accessible to enhance the learning experience

  • Log in to My Account (
  • Select Education & Events (right sidebar)
  • See list of all offerings, scroll to Business Practices and Ethics and select View
  • You will now see a box that contains downloadable program materials
  • Click link(s) to download:

  • Course Handbook (237 pgs.)
  • AI Professional Practices Booklet Supplement (152 pgs.)

Need Assistance? If you have any questions or difficulty in accessing the electronic course materials required for this offering, please contact the Appraisal Institute's Education Delivery Department directly at 312-335-4207 or  

However, if you paid for printed materials to be pre-shipped, and you are not in receipt of them within 4 weeks of the offering date, contact AI's Education Delivery Department directly at 312-335-4207 for immediate assistance.  

Required Texts 
There are no additional required texts for this offering.

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, speakers and microphone.  Some registrants may find a secondary device (ipad, phone, laptop or desktop computer) helpful during instruction.  Cell phones are better used only as a secondary rather than primary viewing device.

ZOOM Links and Assistance
The ZOOM link will be sent within 24-48 hours of the offering ONLY to confirmed registrants who have provided their Photo ID/DL in advance.  New to ZOOM?  

Education Credit Hours and Attendance Verifications
Those who check into the interactive platform late, leave early or are not visible during non-scheduled breaks may jeopardize receipt of credit.

Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 30 AI CEC points.  This course is just one of the programs AI professionals have to complete to meet their AI Standards requirement.  Other offerings may include USPAP 7-Hour and/or USPAP 15-Hour

BREA Continuing: Business Practices and Ethics has been approved by the BREA (#19CP754601363) for 6-hours of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  [Note:  This particular offering is based on the "live" classroom version that falls under the temporary exemption for virtual / online classroom education due to COVID / SIP restrictions.]

BREA Basic/Qualifying: Business Practices and Ethics is not approved for BREA qualifying education (QE) credit.

If you are seeking credit for this offering from a state outside of California, check with your state licensing board(s) to make sure an out-of-state virtual offering will be accepted before registering.  It is best to speak directly with a representative from your board rather than relying on information posted to the web.  Note: Some states outside of California may have additional reporting requirements that the chapter is not able to comply with.

NEW! Attendance Verification Process Effective 10/01/19
Verified attendance certificates will be available for downloading within 15 working days of the offering

  • Logging into My Account
  • 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 (1) COMPLETE EVALUATION FORM and (2) 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

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, ZOOM details regarding logging into the offering will be sent separately from one of these emails above, most likely

Questions? Contact Us
Northern California Chapter

Disclaimer Information

Special Accommodations:  Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

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, power surges/outages, etc.

Communications: By registering for this event, you agree that your communications may be monitored or recorded at any time and that your contact information may be placed in a roster designed for networking purposes.  You also agree to receive emails from the Northern California Chapter regarding this and other educational offerings and will provide the chapter with a copy of your photo ID upon registering.  We reserve the right to switch or change the virtual learning (zoom, Go2, etc.) platform selected for this offering based on program logistics

Questions? Contact the Northern California Chapter:
  The Northern California Chapter is the local sponsor of this virtual education event.  We can be reached at or by calling 925/932-7753. 

National Disclaimer

Virtual Education Exception

Please note that not all states have approved Virtual education, therefore, registrants MUST CHECK their individual states for approval BEFORE registering for the Program. Before registering for the Program, registrants understand and agree that continuing education credit for this program MAY NOT be available in their state on the date of the Program. The Appraisal Institute is not responsible if credit is not available for the Program in individual states. Please note: State exceptions for virtual education may expire PRIOR to the offering date.

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.