Lifestyle Lender Course Schedules

Click on each date below to view the detailed schedule:

Starting August 7, 2023

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

Starting February 26, 2024

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: March 1

Feb. 26 - 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 6 - May 10

Break Week

May 13 - May 15

Halftime Training Session (Charlotte, NC)

May 20 - May 31

Module 6: Technology, Alliances in Marketing & Loan Pricing

Jun. 3 - Jun. 14

Module 7: Sales & Marketing: Successful Selling

Jun. 17 - Jun. 28

Module 8: Sales & Marketing: Strategic Prospecting

Jul. 1 - Jun. 12

Module 9: Sales & Marketing: Call Preparation

Jul. 15 - Jul. 26

Module 10: Sales & Marketing: Sales Process

Aug. 23, 2024

Final Case Study Due- 4 weeks to complete

Starting August 5, 2024

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 8

Aug. 5 - Aug. 16

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

Aug. 19 - Aug. 30

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 2 - Sep. 13

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 16 - Sep. 27

Module 4: Tax Return Analysis

Sep. 30 - Oct. 4

Break Week

Oct. 7 - Oct. 9

Halftime Training Session (Charlotte, NC)

Oct. 14 - Oct. 25

Module 5: Legal Basics 

Oct. 28 - Nov. 8

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 11 - Nov. 22

Module 7: Sales & Marketing: Successful Selling

Nov. 25 - Dec. 6

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 9 - Dec. 20

Module 9: Sales & Marketing: Call Preparation

Dec. 23 - Dec. 27: Break for Holidays

Dec. 30 - Jan. 10

Module 10: Sales & Marketing: Sales Process

Feb. 7, 2025

Final Case Study Due- 4 weeks to complete