Finance & Insurance 101

Course Objective

This course introduces newly promoted F/I Managers to the world of F/I. A wide range of topics will be covered including the responsibilities of the F/I Manager, Interview, and Menu. Attendees will return to the dealership with knowledge and confidence needed to transition into the F/I Department.

Duration

2 Days


Cost

Facilitator led (See Pricing Page)
Facilitator led virtual: $398 / day

Target Audience

New Hire, Sales


Duration

2 Days

Cost

Facilitator led (See Pricing Page)
Facilitator led virtual: $398 / day

Target Audience

New Hire, Sales

Topics Covered

Introduction

  • Communication
  • Relationship Management
  • Transition
  • Basics of the Deal

Role of the F/I Manager

  • F/I Process
  • Portfolio of Lenders
  • Rate Sheet
  • Credit Reports

Resources

  • Best practices
  • Other resources
  • Benefits
  • Life of the Deal

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