Lifestyle Lender August 2018

Courses > Lifestyle Lender > Lifestyle Lender August 2018

Course Schedule

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 6.

Aug. 6 – Aug. 17

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

Aug. 20 – Aug. 31

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 3 – Sep. 14

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 17 – Sep. 28

Module 4: Tax Return Analysis

Oct. 1 – Oct. 12

Module 5: Legal Basics

Oct. 15 – Oct. 17

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

Oct. 22 – Oct. 26

Break Week

Oct. 29 – Nov. 9

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 12 – Nov. 23

Module 7: Sales & Marketing: Successful Selling

Nov. 26 – Dec. 7

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 10 – Dec. 21

Module 9: Sales & Marketing: Call Preparation

Dec. 24 – Jan. 11

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

Feb. 8, 2019

Final Case Study Due- 4 weeks to complete

 
 

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