Lifestyle Lender August 2021

Starting August 9, 2021

Two weeks are allocated for each Module.

Kickoff webinar featuring Dr. Dave Kohl: Aug. 9

Aug. 9 - Aug. 20

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

Aug. 23 - Sep. 3

Module 2: Lifestyle Portfolio Segmentation and Layering of Risk

Sep. 6 - Sep. 17

Module 3: Small Loan Analysis & Credit Evaluation

Sep. 20 - Oct. 1

Module 4: Tax Return Analysis

Oct. 4 - Oct. 15

Module 5: Legal Basics

Oct. 19 - Oct. 20

Halftime Training Session (VIRTUAL - 9:30-2:30 each day)

Oct. 25 - Oct. 29

Break Week

Nov. 1 - Nov. 12

Module 6: Technology, Alliances in Marketing & Loan Pricing

Nov. 15 - Nov. 26

Module 7: Sales & Marketing: Successful Selling

Nov. 29 - Dec. 10

Module 8: Sales & Marketing: Strategic Prospecting

Dec. 13 - Dec. 31

Module 9: Sales & Marketing: Call Preparation (3 weeks for the holidays)

Jan. 3 - Jan. 14

Module 10: Sales & Marketing: Sales Process

Feb. 11, 2022

Final Case Study Due- 4 weeks to complete