Lifestyle Lender February 2020

Courses > Lifestyle Lender > Lifestyle Lender February 2020

Course Schedule

Starting February 24, 2020

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Feb 24.

Feb. 24 – Mar. 6

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

Mar. 9 – Mar. 20

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 23 – Apr. 3

Module 3: Small Loan Analysis & Credit Evaluation

Apr. 6 – Apr. 17

Module 4: Tax Return Analysis

Apr. 20– May 1

Module 5: Legal Basics

May 4 - May 6

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

May 11 – May 15

Break Week

May 18 – May 29

Module 6: Technology, Alliances in Marketing & Loan Pricing

June 1 – June 12

Module 7: Sales & Marketing: Consultative Marketing

June 15 – June 26

Module 8: Sales & Marketing: Strategic Prospecting

June 29 – July 10

Module 9: Sales & Marketing: Call Preparation

July 13 – July 24

Module 10: Sales & Marketing: Sales Call Process

Aug. 21, 2020

Final Case Study Due- 4 weeks to complete

 
 

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