Lifestyle Lender Course Schedules
Click on each date below to view the detailed schedule:
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Starting February 13, 2023
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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
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Starting August 7, 2023
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Two weeks are allocated for each Module.
Kickoff webinar featuring Dr. Dave Kohl: August 11
Aug. 7 - Aug. 18
Module 1: Lending to Lifestyle Borrowers: Eligibility, Scope of Lending, and Customer Knowledge
Aug. 21 - Sept. 1
Module 2: Lifestyle Portfolio Segmentation and Layering of Risk
Sept. 4 - Sept. 15
Module 3: Small Loan Analysis & Credit Evaluation
Sept. 18 - Sept. 29
Module 4: Tax Return Analysis
Oct. 2 - Oct. 13
Module 5: Legal Basics
Oct. 16 - Oct. 18
Training Halftime Session (Charlotte, NC)
Oct. 23 - Oct. 27
Break Week
Oct. 30 - Nov. 10
Module 6: Technology, Alliances in Marketing & Loan Pricing
Nov. 13 - Nov. 24
Module 7: Sales & Marketing: Successful Selling
Nov. 27 - Dec. 8
Module 8: Sales & Marketing: Strategic Prospecting
Dec. 11 - Dec. 29
Module 9: Sales & Marketing: Call Preparation
Jan. 1 - Jan. 12
Module 10: Sales & Marketing: Sales Process
Feb. 9, 2024
Final Case Study Due- 4 weeks to complete