Lifestyle Lender February 2019

Courses > Lifestyle Lender > Lifestyle Lender February 2019

Course Schedule

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

 
 

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