Lifestyle Lender February 2022

Starting Feb. 21, 2022

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: March 4

Feb. 21 - Mar. 4

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

Mar. 7 - Mar. 18

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Mar. 21 - Apr. 1

Module 3: Small Loan Analysis & Credit Evaluation

Apr. 4 - Apr. 15

Module 4: Tax Return Analysis

Apr. 18 - Apr. 29

Module 5: Legal Basics 

May 2 - May 4

Halftime Training Session (Charlotte, NC)

May 9 - May 13

Break Week

May 16 - May 27

Module 6: Technology, Alliances in Marketing & Loan Pricing

May 30 - Jun. 10

Module 7: Sales & Marketing: Successful Selling

Jun. 13 - Jun. 24

Module 8: Sales & Marketing: Strategic Prospecting

Jun. 27 - Jul. 8

Module 9: Sales & Marketing: Call Preparation

Jul. 11 - Jul. 22

Module 10: Sales & Marketing: Sales Process

Aug. 19, 2022

Final Case Study Due- 4 weeks to complete