The AIQV Certification Program

Module 1 · 75 minutes

Quantitative & AI Valuation Methodology

How the AIQV platform selects comparable sales and weights market variables — transparently, with the valuer in control of every conclusion.

Lessons

• 1.1 Why quantitative methods, and where they stop
• 1.2 Comparable sales selection
• 1.3 Weighting, adjustments and confidence
• 1.4 Imagery and desktop evidence
• 1.5 When to override or decline

Learning outcomes

On completing this module you will be able to:

• Explain how comparable sales are retrieved, filtered and ranked by the AIQV platform.
• Interpret similarity scores, adjustment metrics and confidence ranges.
• Identify when model output is unreliable and must be overridden or the engagement declined.
• Document the reasoning behind every accepted, rejected or re-weighted comparable.

Module 2 · 90 minutes

ATO Market Valuation Standards

Meeting the ATO’s expectations of objectivity, replicability and evidence for capital gains tax, SMSF and related-party valuations.

Lessons

• 2.1 Market value for tax purposes
• 2.2 Common tax uses within AIQV scope
• 2.3 Minimum report content
• 2.4 Objectivity, instructions and independence
• 2.5 Replicability and record keeping

Learning outcomes

On completing this module you will be able to:

• Apply the ATO guide Market valuation for tax purposes to desktop assessments.
• Identify the tax provision a valuation is being prepared for and its specific requirements.
• Ensure each report contains the minimum content the ATO expects.
• Recognise engagements that fall outside AIQV scope, such as GST margin scheme valuations.

Module 3 · 75 minutes

VRBQ, IVS & Desktop Compliance

Executing restricted-scope desktop assessments safely under the Valuers Registration Act 1992 (Qld), the Valuers Registration Regulation 2024 and the International Valuation Standards.

Lessons

• 3.1 Your statutory registration comes first
• 3.2 IVS scope of work and restrictions
• 3.3 Assumptions and limitations
• 3.4 Presenting credentials on reports
• 3.5 Continuing professional development

Learning outcomes

On completing this module you will be able to:

• Describe the obligations of a Registered Valuer in Queensland that continue to apply to AIQV work.
• Apply IVS requirements for scope of work, restrictions and disclosure to a desktop assessment.
• Draft assumptions and limitations that are clear, specific and not misleading.
• Present credentials correctly on an AIQV report.

Module 4 · 60 minutes

Risk Management & Dual-Membership Segregation

Keeping clean boundaries between AIQV work, your employer and your other professional memberships — and managing professional risk on every file.

Lessons

• 4.1 Separate contracting
• 4.2 Professional indemnity: segregated cover
• 4.3 Conflicts of interest
• 4.4 Respecting other bodies
• 4.5 Complaints, ATO enquiries and claims

Learning outcomes

On completing this module you will be able to:

• Structure AIQV work so it is separate from your primary employment and other engagements.
• Explain how the AIQV professional indemnity facility applies — and when it does not.
• Identify and manage conflicts of interest.
• Respond correctly to a complaint, an ATO enquiry or a potential claim.