Lifestyle Lender Course Schedules
Click on each date below to view the detailed schedule:
- 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