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Candidate Resource Manual 2019

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C A N D I D A T E R E SO U R C E M A N U A L

Table of Contents

Introduction .................................................................................... 3

Admissions and Continuing Education Staff Contacts ...................... 3

AI Account Login Page ..................................................................... 4

Candidate Checklist (Designation Requirements) ............................. 5

Connecting with Your Chapter ........................................................ 14

Annual Minimum Progress ............................................................. 16

Equivalencies ................................................................................ 16

Additional Resources .................................................................... 17

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Introduction This document is intended to help guide you through the specific requirements, tools, and resources available to you as a Candidate for Designation. National Admissions and Continuing Education staff are always available for questions and guidance throughout your designation process. Best of luck! Admissions and Continuing Education Admissions and Continuing Education Staff Contacts Admissions Questions admissions@appraisalinstitute.org P: (312) 335-4111 Demonstration of Knowledge demo@appraisalinstitute.org P: (312) 335-4111 Comprehensive Examination comp@appraisalinstitute.org P: (312) 335-4111 Experience experience@appraisalinstitute.org P: (312) 335-4111 Candidate Advisors advisors@appraisalinstitute.org P: (312) 335-4111

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AI Account Login Page Access your AI Account Login page (login required) Important Items

• Account #: AI account number

• Profile: update your contact information, Find an Appraiser profile, communication preferences,

change password

• Transactions: view invoices, access receipts for payments, set up auto payments, save payment info,

donations, etc.

• Education and Events: view all education completed through the AI, access course materials,

completion certificates, access re-exam registration, etc. View: How to Print Completion Certificates

• Candidate checklist: View requirements related to designation path you are pursuing

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Candidate Checklist (Designation Requirements) When you click View Requirements and navigate to your Candidate Checklist, you will see a section at the top

of the page that will provide important information on your journey to earning an AI designation.

Affiliation

• General Candidate seeks MAI Designated membership • Residential Candidate seeks SRA Designated membership

• General Review Candidate seeks AI-GRS Designated membership • Residential Review Candidate seeks AI-RRS Designated membership • General Review Alternative Candidate seeks AI-GRS Designated membership

• Residential Review Alternative Candidate seeks AI-RRS Designated membership

Status • In Progress indicates in good standing • Suspended indicates NOT in good standing (Candidates may become suspended for Dues/Fees,

Standards and Ethics, AI CE, etc.)

• Terminated indicates no longer affiliated with the Appraisal Institute and no longer pursuing a path to designated membership

Timeline Start Date and Timeline Due Date

• Timeline start date indicates the day you entered Candidate for Designation program. • Timeline due date indicates the day in which you are required to earn the specified designation you

are seeking. Apply for Extension

• This button will allow you to request an extension on your Timeline to Designation due date or annual minimum progress requirement.

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Legend

• Locked requirement is ineligible for completion (typically because of required prerequisites). • Unlocked requirement is awaiting Candidate completion (i.e., passing examination, submitting

applications, registration for course, etc.). • Under Review requirement is being checked by AI staff, grader, screener, etc. You cannot alter

the requirement while it is under review. • Met requirement is 100% completed!

Show Met Requirements • Hide Met Requirements The Candidate checklist defaults to hide ALL MET requirements. If you wish to see ALL MET requirements, click the Show Met Requirements button.

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Checklist Requirements The below image shows an example of a general Candidate Checklist. All checklists look the same. Requirements are listed and hyperlinked with specific information for that particular requirement. The status of each requirement appears to the right (in gray). Click a requirement to view the details of a status. (See examples on next page.)

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Requirement: College Degree; Status: Pending Degree Information.

Upon clicking the requirement link, you will see details of the status and tools to complete it (i.e. Add Degree button).

After entering the required information, click SAVE.

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The status on a requirement will update (i.e. Appraisal Institute staff awaiting official transcripts from the university for requirement to be MET).

The checklist now reads College Degree status is Under Review (i.e. pending delivery of transcript).

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Let’s report a Standards (USPAP/IVS) course.

You can provide your completion certificate for Standards. You may notice USPAP/IVS courses listed, however, if their completion dates exceed four years, they are ineligible to satisfy the requirement in your checklist. If the requirement status reads Pending Completion, upload your most recent completion certificate (outside education provider only!) via the Report Course button.

The status on the Standards requirement will change to Pending Verification (AI staff must confirm the Standards completion certificate before updating the status to MET).

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Let’s register for AI Business Practices and Ethics. You may notice previous AI Business Practices and Ethics courses listed, however, if the requirement reads Pending Completion, you will need to once again complete the course. If it’s your first time completing this course, you’ll notice a due date for completion (the first year of candidacy). Click the Register Now button to enroll for an online or classroom offering. If registering for the online version, you have 90 days to complete it (from the date of registration). There is no exam for this course.

Shown below: a successful registration of this course.

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Return to your AI Account landing page. Click Education and Events in the right-hand sidebar.

Classroom and Synchronous courses are listed in one section; online courses are listed in another section. Click the Begin button to start the online course.

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Additional important items to note on your checklist.

You will see links to guidebooks for certain requirements; it is imperative you read them as they contain vital information!

Guidebook information includes:

o Tips, policies and FAQs

o Detailed information on available options for requirements (demo)

o Online seminar for details on meeting specific requirements (demo)

o Free Advisory Guidance (experience)

o Tips and Tricks for the processes (experience)

o Common Errors and Issues (experience)

o Supplemental Study Guides (comprehensive exam)

o Sample questions (comprehensive exam)

For the Experience requirement, we strongly recommend you promptly download the AI Experience Log and log your work piecemeal instead of waiting two years down the road. Please take advantage of the free Advisory Guidance submission! (See the experience guidebook or click on the requirement link for more information.)

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Connecting with Your Chapter Click Affiliation in the right-hand navigation.

If you are affiliated with a chapter, click the chapter name to retrieve contacts and information about its website. We encourage you to visit the chapter website (if applicable).

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Our AI chapters are very active; they hold education offerings—including designation education—networking events, Candidate/Advisor events, seminars, luncheons, installation dinners, meetings, symposiums, etc. We strongly encourage you to get involved with your chapter!

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Annual Minimum Progress Candidates for Designation must show Annual Minimum Progress every year. Candidates do so by completing or attempting to complete one or more designation requirements. Refer to your Candidate Checklist so you may complete the requirements that will count towards your Annual Minimum Progress. You may view your MET requirements to see what progress you have made each year. View Candidate Policy Manual for more information.

Equivalencies

Are you a state certified assessor?

Do you hold a credential/designation from another organization, or hold an appraisal license from a country outside the United States?

Are you a graduate of the AI Master’s Degree Program?

Are you a graduate of a university program approved by AI or from one AI may evaluate?

Click here to learn more about approved Candidate program equivalencies!

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Additional Resources Candidate for Designation Program Overview Complete overview of Candidate for Designation programs. Fees Related to Candidacy Admissions-related fees for designation requirements (i.e. Experience, Demo and Comp). Designated Membership Dues Annual dues for Designated members.