Lifestyle Lender February 2023

Starting February 13, 2023

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: March 6

Feb. 13 - Feb. 24

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

Feb. 27 - Mar. 10

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 13 - Mar. 24

Module 3: Small Loan Analysis & Credit Evaluation

Mar. 27 - Apr. 7

Module 4: Tax Return Analysis

Apr. 10 - Apr. 21

Module 5: Legal Basics 

Apr. 24  - Apr. 28

Break Week

May 1 - May 3

Halftime Training Session (Charlotte, NC)

May 8 - May 19

Module 6: Technology, Alliances in Marketing & Loan Pricing

May 22 - Jun. 2

Module 7: Sales & Marketing: Successful Selling

Jun. 5 - Jun. 16

Module 8: Sales & Marketing: Strategic Prospecting

Jun. 19 - Jun. 30

Module 9: Sales & Marketing: Call Preparation

Jul. 3 - Jul. 14

Module 10: Sales & Marketing: Sales Process

Aug. 11, 2023

Final Case Study Due- 4 weeks to complete