Advanced Concepts & Case Studies

Date: December 5 - 11, 2019

Location: Lafayette, CA

Northern California Chapter
Lafayette Library & Learning Center
3491 Mt. Diablo Boulevard
Lafayette, CA 94549
Lisa M. Estes
Gary S. DeWeese, MAI

This offering will be held in the Community Hall

Full Price: $1200.00
AI Price: $850.00


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 pass a diagnostic test. The Excel diagnostic tests your mastery of solving appraisal problems using spreadsheets. This newly released 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
  • 35 hours of traditional classroom education
  • A 3-hour exam on the 6th morning.

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.

Additional Information

Course Location
Lafayette Library & Learning Center
Arts & Science Discovery Room
3491 Mt. Diablo Boulevard (at First Street)
Lafayette, CA

>>>>> Park onsite in the Library's Garage! The limited parking signs in the LLLC garage DO NOT APPLY to this offering; so take advantage of the onsite FREE parking in the library garage.<<<<

Course Materials and Hours
Onsite check-in will begin at 8:00a.m. on Thursday, December 5. “Live” course instruction will run from 8:30am – 4:30pm December 5-7 and 9-10. [No instruction on Sunday, December 8.] The 3-hour exam will be administered at 8:30am on Wednesday, December 11. Participants will be sent their course materials / handbook in advance; unless the “download only” option was selected at registration. Those registered by November 21 will be sent hardcopy course materials (unless “download only” was selected).

SAVE $15 - Select the "download only" material option. NOTE: Those selecting the "download only" version of materials are strongly encouraged to either print or save them to your laptop hard drive in advance of the offering as Internet access cannot be guaranteed. Hard-copy materials will not be provided onsite to those who select the "download only" option.

IMPORTANT: Deadlines, Dates & Required Pre-Course Assignments
November 7 - Official FIRST day of course -- the day the online session begins; 28 days BEFORE the actual classroom session begins
November 14 - Last day to register for and submit the diagnostic test; 21 days BEFORE the classroom session begins
November 21 - Last day to receive a “pass” confirmation on the diagnostic test; 14 days BEFORE the classroom session begins
November 21 - Last day to register for the course and receive PRINTED materials; 14 days BEFORE the classroom session begins
November 30 - Last day to register for the course and select the DOWNLOAD ONLY version of the course materials; 5 days BEFORE the classroom session begins
December 3 - Last day to complete online session; 2 days BEFORE the classroom session begins

Required Equipment
LAPTOPS ARE REQUIRED. A financial or HP-12C calculator is also required; the HP-12C is the accepted model. Laptops should be pre-loaded with Excel 2007 or later (participants can use other spreadsheet programs, but those programs won’t be supported in class; demonstrations will be done in Excel). Students are responsible for bringing their own extension cords / power strips, paper & pen/pencil for taking notes and a No. 2 pencil for the exam.

Optional Texts
While the following texts are not required for this offering - they are great additions to every appraisal library and can be purchased directly from the Northern California Chapter - 925/932-7753.

The Appraisal of Real Estate, 14th ed
AI - $103
Standard / Non-AI - $135.50
Add $7.25 for advanced shipment of text

The Dictionary of Real Estate Appraisal, 6th ed (2015)
AI - $103
Standard / Non-AI - $135.50
Add $7.35 for advanced shipment of text

Market Analysis for Real Estate: Concepts and Applications in Valuation of Highest & Best Use
AI - $65
Standard / Non-AI - $81
Add $5.25 for advanced shipment of text

Text prices include CA Sales Tax. All texts are sent via U.S. Mail or UPS. Shipping fees do not apply to pre-reserved texts that are held for pick-up at onsite registration. To order texts, please contact the Chapter Office at 925/932-7753 or by November 14.

Education Credit Hours
Full (100%) attendance is required for education credit; partial credit not available.

Appraisal Institute: Full attendance and successful completion of the cou

Disclaimer Information

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Important reminders, changes, attendance verification, etc. will/may be sent to you from the following email - so be sure you are able to accept emails from this address.

Cancellation Policy
Written cancellations can be emailed to We reserve the right to substitute instructors, change facilities, modify this program if sufficient registrations are not received by November 5 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.

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.

Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc. 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.

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.