Lifestyle Lender August 2020

Courses > Lifestyle Lender > Lifestyle Lender August 2020

Course Schedule

Starting Aug. 10, 2020

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 10.

Aug. 10 – Aug. 21

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

Aug. 24 – Sep. 4

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 7 – Sep. 18

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 21 – Oct. 2

Module 4: Tax Return Analysis

Oct. 5 – Oct. 16

Module 5: Legal Basics

Oct. 19 – Oct. 21

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

Oct. 26 – Oct. 30

Break Week

Nov. 2 – Nov. 13

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 16 – Nov. 27

Module 7: Sales & Marketing: Successful Selling

Nov. 30 – Dec. 11

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 14 – Jan. 1

Module 9: Sales & Marketing: Call Preparation

Jan. 4 – Jan. 15

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

Feb. 12, 2021

Final Case Study Due- 4 weeks to complete

 
 

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