Starting February 25, 2019
Two weeks are allocated for each Module.
Kickoff webinar featuring Dr. Dave Kohl: Feb 25.
Feb. 25 – Mar. 8
Module 1: Lending to Lifestyle Borrowers: Eligibility, Scope of Lending, and Customer Knowledge
Mar. 11 – Mar. 22
Module 2: Lifestyle Portfolio Segmentation and Layering of Risk
Mar. 25 – Apr. 5
Module 3: Small Loan Analysis & Credit Evaluation
Apr. 8 – Apr. 19
Module 4: Tax Return Analysis
Apr. 22– May 3
Module 5: Legal Basics
May 13 – May 17
Break Week
May 6 - May 8
Halftime Face-to-Face Training Session* (Charlotte, NC)
May 20 – May 31
Module 6: Technology, Alliances in Marketing & Loan Pricing
June 3 – June 14
Module 7: Sales & Marketing: Consultative Marketing
June 17 – June 28
Module 8: Sales & Marketing: Strategic Prospecting
July 1 – July 12
Module 9: Sales & Marketing: Call Preparation
July 15 – July 26
Module 10: Sales & Marketing: Sales Call Process
Aug. 23, 2019
Final Case Study Due- 4 weeks to complete