Lifestyle Lender August 2017

Courses > Lifestyle Lender > Lifestyle Lender August 2017

Course Schedule

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 7.

Aug. 7 – Aug. 18

Module 1: Lending to Lifestyle Borrowers: Eligibility, Scope of Lending, and Customer Knowledge

Aug. 21 – Sep. 1

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 4 – Sep. 15

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 18 – Sep. 29

Module 4: Tax Return Analysis

Oct. 2 – Oct. 13

Module 5: Legal Basics/p>

Oct. 16 – Oct. 18

Halftime Face-to-Face Training Session* (Charlotte, NC)

Oct. 23 – Oct. 27

Break Week

Oct. 30 – Nov. 10

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 13 – Nov. 24

Module 7: Sales & Marketing: Successful Selling

Nov. 27 – Dec. 8

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 11 – Dec. 22

Module 9: Sales & Marketing: Call Preparation

Dec. 25 – Jan. 12

Module 10: Sales & Marketing: Sales Process (3 weeks for holidays)

Feb. 9, 2017

Final Case Study Due- 4 weeks to complete

 
 

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