Lifestyle Lender February 2018

Courses > Lifestyle Lender > Lifestyle Lender February 2018

Course Schedule

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Feb 26.

Feb. 26 – Mar. 9

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

Mar. 12 – Mar. 23

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 26 – Apr. 6

Module 3: Small Loan Analysis & Credit Evaluation

Apr. 9 – Apr. 20

Module 4: Tax Return Analysis

Apr. 24– May 4

Module 5: Legal Basics

May 7 – May 11

Break Week

May 14 - May 16

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

May 21 – June 1

Module 6: Technology, Alliances in Marketing & Loan Pricing

June 4 – June 15

Module 7: Sales & Marketing: Consultative Marketing

June 18 – June 29

Module 8: Sales & Marketing: Strategic Prospecting

July 2 – July 13

Module 9: Sales & Marketing: Call Preparation

July 16 – July 27

Module 10: Sales & Marketing: Sales Call Process

Aug. 24, 2018

Final Case Study Due- 4 weeks to complete

 
 

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