Lifestyle Lender August 2019

Courses > Lifestyle Lender > Lifestyle Lender August 2019

Course Schedule

Starting Aug. 12, 2019

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 12.

Aug. 12 – Aug. 23

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

Aug. 26 – Sep. 6

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 9 – Sep. 20

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 23 – Oct. 4

Module 4: Tax Return Analysis

Oct. 7 – Oct. 18

Module 5: Legal Basics

Oct. 21 – Oct. 23

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

Oct. 28 – Nov. 1

Break Week

Nov. 4 – Nov. 15

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 18 – Nov. 29

Module 7: Sales & Marketing: Successful Selling

Dec. 2 – Dec. 13

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 16 – Jan. 3

Module 9: Sales & Marketing: Call Preparation

Jan. 6 – Jan. 17

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

Feb. 14, 2020

Final Case Study Due- 4 weeks to complete

 
 

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