Lifestyle Lender February 2021

Starting Feb. 22, 2021

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: March 1

Feb. 22 – Mar. 5

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

Mar. 8 – Mar. 19

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 22 – Apr. 2

Module 3: Small Loan Analysis & Credit Evaluation

Apr. 5 – Apr. 16

Module 4: Tax Return Analysis

Apr. 19 – Apr. 23

Break Week

Apr. 27 - Apr. 28

Halftime Training Session* (Held Virtually - times TBD)

May 3 - May 14

Module 5: Legal Basics

May 17 – May 28

Module 6: Technology, Alliances in Marketing & Loan Pricing

May 31 – June 11

Module 7: Sales & Marketing: Successful Selling

June 14 – June 25

Module 8: Sales & Marketing: Strategic Prospecting

June 28 – July 9

Module 9: Sales & Marketing: Call Preparation

July 12 – July 23

Module 10: Sales & Marketing: Sales Process

Aug. 20, 2021

Final Case Study Due- 4 weeks to complete