Lifestyle Lender Course Schedules

Click on each date below to view the detailed schedule:

Starting August 18, 2025

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 25

Aug. 18 - Aug. 29

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

Sep. 1 - Sep. 12

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 15 - Sep. 26

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 29 - Oct. 10

Module 4: Tax Return Analysis

Oct. 13 - Oct. 17

Break Week

Oct. 20 - Oct. 22

Halftime Training Session (Charlotte, NC)

Oct. 27 - Nov. 7

Module 5: Legal Basics 

Nov. 10 - Nov. 21

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 24 - Dec. 5

Module 7: Sales & Marketing: Successful Selling

Dec. 8 - Dec. 19

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 22 - Dec. 26: Break for Holidays

Dec. 29 - Jan. 9

Module 9: Sales & Marketing: Call Preparation

Jan. 12 - Jan. 23

Module 10: Sales & Marketing: Sales Process

Feb. 20, 2026

Final Case Study Due- 4 weeks to complete

Starting February 23, 2026

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Feb. 23

Feb. 23 - 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 Training Session (Charlotte, NC)

May 11 - May 22

Module 6: Technology, Alliances in Marketing & Loan Pricing

May 25 - Jun. 5

Module 7: Sales & Marketing: Successful Selling

Jun. 8 - Jun. 19

Module 8: Sales & Marketing: Strategic Prospecting

Jun. 22 - Jul. 3

Module 9: Sales & Marketing: Call Preparation

Jul. 6 - Jul. 17

Module 10: Sales & Marketing: Sales Process

Aug. 14, 2026

Final Case Study Due - 4 weeks to complete