Lifestyle Lender February 2017

Courses > Lifestyle Lender > Lifestyle Lender February 2017

Course Schedule

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Feb 27.

Feb. 27 – Mar. 1

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

Mar. 13 – Mar. 24

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 27 – Apr. 7

Module 3: Small Loan Analysis & Credit Evaluation

Apr. 10 – Apr. 21

Module 4: Tax Return Analysis

Apr. 24– May 5

Module 5: Legal Basics

May 8 – May 12

Break Week

May 15 - May 17

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

May 22 – June 2

Module 6: Technology, Alliances in Marketing & Loan Pricing

June 5 – June 16

Module 7: Sales & Marketing: Consultative Marketing

June 19 – June 30

Module 8: Sales & Marketing: Strategic Prospecting

July 3 – July 14

Module 9: Sales & Marketing: Call Preparation

July 17 – July 28

Module 10: Sales & Marketing: Sales Call Process

Aug. 25, 2017

Final Case Study Due- 4 weeks to complete

 
 

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