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Appraiser Training Course List:
NAIFA Couses sometimes taught by us:
Other classes:
Advanced Residential Applications and Case Studies (OREA #08311009)
Presented in association with Quick Start Seminars. Focuses on complex properties that include valuing unique and high-end residential dwellings; dwellings with excess site/land that have an alternative or interim use as the highest and best use; residential properties with substantial and, sometimes unique, accessory structures and/or amenities. Uses case studies.
AQB approved for 2008 Certified Residential Requirement
15 hours Basic Education or 14 hours of Continuing Education
Advanced Reviewing Techniques (NAIFA course 4.6B)
This is a detailed study of those tools necessary to competently review any type of residential or commercial appraisal report. It is designed for all persons involved in the mortgage loan process and legal matters including tax assessment appeal, foreclosure, matrimonial settlement, and probate. It also prepares the student for Certified Appraisal Reviewer and Certified Mortgage Appraisal Reviewer certifications.
This course includes extensive use of actual appraisal reports that are used as examples and case studies. All students are involved, hands on, in the actual review process during the class.
7 Hours Continuing Education credit.
Appraising in a Changing Marketplace (OREA #06256C105)
Requirements for mentors and trainees regarding increasing responsibilities to clients and compliance with ethics and competency. Increasing responsibilities as to Best Practices, and compliance with ethics and competency. Why graphs and charts help the appraiser.
2 hours of Continuing Education credit.
Appraising in A Declining Market
This class covers wide-ranging impacts of declining markets, including trends, impacts on prices, oversupply, housing bubble, impact of a declining economy on assessed values, and recession. Addresses San Francisco, Palm Springs, Phoenix, Los Angeles, and the Central Valley. Presents concepts of charts of indicators an appraiser may consider using in a report and graphs on the impacts of job changes, inventory levels, and mortgage loan changes.
7 hours CE
Appraising In California (OREA #03256C102)
Learn how to utilize MLS information and transfer it into Excel, developing graphs displaying trend lines for price changes. Includes coverage on training and continuing education and Appraiser/Client relationship and responsibilities of appraisers to clients.
Bring your laptop with Excel program installed. Criteria will be provided prior to class. Using MLS concepts for Rapattoni & Paragon. how to put graphs into your appraisals.
2 hours of Continuing Education credit.
The Appraisal of Foreclosure Property (NAIFA course 16.2; OREA #05748C199)
Helps the appraiser understand and properly prepare for the appraisal of foreclosure properties. Primarily considers single-family and two-to four-unit residential properties. The concepts are appropriate for larger residential-use properties, not income-producing properties. There are two sections: Section I covers the management of non-performing real estate assets owned by financial institutions and discusses the probability of the increase in foreclosure properties. Section II speaks to the practical application of the appraisal process of REO properties.
A one day continuing education course (7 hours). OREA-approved.
Basic Residential HUD Appraisal Requirements (NAIFA course 4.7; OREA #06748C199)
New for 2006 - HUD appriasal guidelines.
7 hours
Building Transferable Skill Sets
Power point presentation and discussion on impact on the appraiser.
Case Study of Doing an Actual Appraisal
Using instructor-provided property information, this class will process data, make analysis, write a report and go through the development of conclusions. The goal is to present the work flow and process of doing an entire appraisal. This is an in-class exercise, not an actual property inspection.
The class is intended for students wanting a better understanding of the process, including professional assistants, trainees and licensed appraisers. Some format filling language and clauses will be included.
Changes to USPAP (CE 06256C104)
Discussion of recent changes to the Uniform Standards of Professional Appraisal Practice (USPAP).
2 hours continuing education.
Cost Approach Using Marshall Swift Cost Manual (new for Fall 2006)
This course covers in detail the concepts of the Marshall Swift Cost Manual. It includes in-depth coverage of functional in the cost approach, including land values and costs for on- and off-site indicators.
Excel for Appraisers (OREA # 08660 C002)
Anthony Young will present information to prepare for the George Dell Stats & Graphs course. Practical application of Excel in appraising. How to use Excel in various ways to enhance your data presentation. The class includes discussion and hands-on practice. Bring your computer.
7 hrs Continuing Education credit
FHA Appraisal Protocol Update (NAIFA course 4.7)
This course is designed to give the FHA appraiser a more thorough understanding of the new protocol issued by HUD in mortgagee letters 2005 – 24 and 2005 – 48, both of which are included in the text. Also included is the most recent update of Appendix D – the focal point of the material. Other available information includes Mortgagee Letter 2005 – 35 regarding REO properties and 2005 0-02 regarding seller concessions. It is not mandatory that the student have knowledge of FHA protocol prior to the changes effective January 1, 2006, but it may be helpful.
8 Hours
Income Property Appraisal (new for Fall 2006)
Overview on the appraisal of income property, concentrating on single family to four properties. The course will include all criteria on the Income Approach, including valuation of partial interests, needed to qualify for the Certified Residential and General Licenses.
Designed for licensed appraiser upgrading their license or renewing a license.
Qualifies for 15 hours Basic Education with the test, or14 hours Continuing Education without the test.
This course has been written to stimulate the professional in examining their ethics. Fraud manifests itself in many directions and can occur in various forms and to various persons or entities. The course is a compilation of timely and exhaustive research into the subject of fraud and its possible consequences within the industry. Adjudicated cases from throughout the United States are utilized in the presentation of this course, along with current pending cases. Through these cases, students will be made aware of the extraordinary time involved from the initial investigation through final adjudication.
Manufactured Home Guide (8 hours)
This course is designed to assist the practicing appraiser in the identification of quality from fair to good in manufactured houses. A history of the evolution of manufactured housing will be presented along with the overall basic construction of manufactured houses from the 1960's to current construction techniques.
The course is designed to enhance the appraiser's knowledge of current lending guidelines established by Fannie Mae, HUD and Freddie Mac in the valuation of manufactured housing.
An overview of the forms utilized in the appraisal of manufactured housing will be presented along with current the newly adopted 1004- C (2005). Included within the appendix of the text is the complete Fannie Mae Announcement 03/06 .
Market Analysis & Highest and Best Use
This class covers educational requirements that commenced 1/1/2008 from AQB requirements. It covers various forms of value definitions; value principles; determination of market value; and use of market analysis. We also discuss defining the market, segmentation, disaggregation and what is driving the market. Analyzing the market and forces that can change the market, conclusions from the market, highest and best use, land use restrictions, and economic considerations. Lots of discussion and examples of analysis.
The course conforms to the AQB criteria requirement and will be needed to be taken for the AQB requirements for licensing, and for upgrading to the new 2008 criteria. This is a 2-day class that counts for 15 hours for licensing or 14 hours of continuing education credit.
Office Operations for the Real Estate Appraiser (OREA 06256C103)
This course covers a wide variety of issues related to office operations. Includes information on record-keeping requirements, OREA expectations, and errors and omissions requirements and concerns. Discussion of professional assistance, engagement agreements, maintenance of work files, logs of experience. Also covers new 2008 requirements on numbers of trainees and the relationships between trainees, appraisers and supervisory appraisers.
2 Hours of Continuing Education credit.
OREA License Test Preparation Course
Live sessions on preparing for the OREA license exam. Day one will cover mathematical questions of the type commonly found on the test. Coverage includes several areas commonly tested on, including Township, Ranges, Sections; confirguration of Sections to understand the acreage breakdown of a Section; discussion of Metes and Bounds; and definitions common to the test. Day two continues from day one, with basic to advanced questions, including concepts of Capitalization, Land Residual, Building Residual, Operating Expenses, Reconstructed Operating Statement; and more complex math questions. Over 200 questions are covered in the course content. Individual student concerns and questions are addressed. Suggestions for successfull test-taking are covered. Once you understand the information, your test scores should improve!
The first day covers the outline and answers questions for the AT and AL test. Day one is also helpful for the AR. The second day covers more advanced questions and is helpful for the AT and AL test taker. The AT test candidate should take both days. It's also recommended that the AR licensee take both days. If only one day is taken for AR, it should be day two; however, missing day one will reduce the benefits of preparing for the test.
This may be taken as a 2-day class, or either day may be taken alone.
Property Inspection as an Appraiser (OREA #03226002; Nevada 00007868A)
Detailed discussion of the responsibilities of the residential appraiser. Requirements and steps of a residential appraisal inspection and observation for use in the appraisal. Covers critical information for the appraiser to use. Discusses characteristics of a property that are commonly in error in reports.
Qualifies for 15 hours Basic Education with the test, or 14 hours Continuing Education without the test, for both California and Nevada .
Residential Report Writing (OREA #05226005; Nevada A7846)
How to write an appraisal report, proper disclosures, and narrative report writing concepts. Compares narrative report writing, form report writing, and development of writing techniques. Appraisal Update documents are also covered. This course includes the Narrative Report Writing and Direct Capitalization requirements for the AR upgrade. These are required as Basic Education to upgrade licensing to AR and AG levels. Excellent for both new and experienced appraisers.
This class has been revised with 2005 criteria and includes the new FNMA forms in order to understand the more than 25 significant changes to the use of forms for FNMA and the documents overall.
Qualifies for 15 hours Basic Education for AR upgrade with the test, or 14 hours Continuing Education without the test, for both California and Nevada .
Residential Site Valuation & Cost Approach (OREA #07311008)
Presented in association with Quick Start Seminars. Various theories and methodologies of arriving at residential site values and applying the cost approach in everyday appraisal work.
AQB approved for 15 hours Basic Education, or 14 hours CE.
Reviewing Residential Appraisals (NAIFA course 4.6A)
This class is designed to help any person who is involved in the underwriting process and/or the handling of appraisal reports, to better understand single family residential appraisal reports and the appraisal review process. It also prepares the student for the Certified Appraisal Re vi ewer and Certified Mortgage Appraisal Reviewer certifications.
This course includes extensive use of actual appraisal reports as examples and as case studies. All students are involved, hands on, in the actual review process during the class. 7 Hours CE credit.
Scope of Work (NAIFA course 5.3)
This class presents topics relating to scope of work by lecture (with PowerPoint slides), quizzes, and case studies. Classroom interaction between the teacher and students will be encouraged. The class will be helpful in preparation for, or in supplement to, attendance of the mandatory USPAP Update Course developed by the Appraiser Qualifications Board of the Appraisal Foundation.
7 hour class.
Preview course to 4 day course for the Stats & Graphs I & II course. Support your analysis with graphs.Helps appraiser to support market time adjustments with charts and graphs. OREA approval pending.
Statistics and Graphs I (14 hours)
This hands-on workshop provides fundamentals of valuation modeling and application of three fundamental analytical tools:
Examples and procedural guides enable you to immediately begin using these powerful tools, and help comply with the 2008 USPAP “all information necessary” rule. Spreadsheet statistical/graphics software, a workbook reference, handouts, and software/data disk are provided as part of the seminar benefits.
Stats and Graphs II (14 hours)
This hands-on workshop builds on the experiences in Stats and Graphs I.
Statistical Review with Appraisal Applications - “Power tools for Appraisers”
This seminar reviews useful statistical tools, with practical applications. Students learn the context of modeling, econometrics, the scientific method, and critical thinking. Hands-on practice in graphical visualization and quantifying adjustments enables you to immediately begin using these powerful tools, and help comply with the 2008 USPAP “all information necessary” rule. Laptop highly recommended (desktop OK). The emphasis is on current issues: market conditions, time-adjustment price-indexing, and sales concessions.
Statistics, Modeling, and Finance (OREA #08311010)
Presented in association with Quick Start Seminars. Required for Certified Residential license. This class presents important information on the theory and practice of statistics, valuation modeling, terminology, terms of financing, and how financing affects values.
AQB approved for 15 hours Basic Education or 14 hours CE
Supporting Adjustments in the Sales Comparison Approach (OREA # 0622006)
This course covers the concept and application of adjustments in the sales comparison approach.
Qualifies for 15 hours of Basic Education with the test, or 14 hours of Continuing Education without the test.
Understanding Relevant Characteristics of Real Property (NAIFA course 10.3)
This course is designed to provide an understanding of which characteristics of a property are relevant and which characteristics are not. Determining and defending the decision of which characteristics are relevant is a big part of the Scope-of-Work concept. With the Scope-of-Work concept being the “hot topic” of USPAP, this is a must-have course.
7 Hours ContinuingEducation; approved for Caifornia and Oregon.
USPAP National Certification Course (OREA #0326003; Nevada PL0007815-A)
This is the USPAP 15-hour course required for licensing. This course is required for upgrade to AR or AG level license if it was not already completed in the National Certification level. Early enrollment is recommended so the materials can be sent for pre-study. Don't delay as the class can fill up rapidly!
Course includes the current year's USPAP book, course materials, and Frequently Asked Questions.
Qualifies for 15 hours Basic Education with the test. It cannot be used for license renewal (except as continuing education).
USPAP 7-hour Renewal Course (OREA #3256C101; Nevada CE0007816-A)
This course is designed to review professional standards, ethics and updates to the Uniform Standards of Professional Appraisal Practice.
This class is not appropriate for Basic Education. The current USPAP manual is recommended and is available for a $30 fee; the manual is required for use with course. FAQ also available for $20. Manual and FAQ combined are $40. Pre-study is not a requirement.
7 hour class.
Qualifies for Continuing Education credit only, both in California and Nevada.
USPAP 7-hour Update (NAIFA course 5.0a)
This course is designed to review professional standards, ethics and updates to the Uniform Standards of Professional Appraisal Practice.
This class is not appropriate for Basic Education. The current USPAP manual is recommended and is available for a $30 fee; the manual is required for use with course. FAQ also available for $20. Manual and FAQ combined are $40. Pre-study is not a requirement.
7 hour class.
Qualifies for Continuing Education credit only, both in California and Nevada.
If you would like more information on any of these classes, email Barry Cleverdon with your request.