Finance & Insurance Mastery

This course is practical and focuses on up-skilling the participants to foster processes, systems and consistently utilise best-practise disciplines to not only become benchmark dealers but to continue raising the bar in the important field of F&I.

Course Outcomes

  • Understanding the key drivers of F&I performance
  • Understanding the role of the Business Manager or General Manager
  • Definition of the core processes of F&I
  • Help to overcome customer objections
  • Definition of best practice targets and operations
  • Knowledge of industry benchmarks
  • Customised action plans to take away

Course Agenda

  • The financial dynamics of a dealership
  • The role of the Business Manager
  • F&I Mastery
  • Case Study: Methods & processes to real issues
  • Integrating F&I into the total sales process
  • Future proofing your business using F&I
  • Overcoming objectives
  • Closing sales
  • The "I" in F&I

Course Length

  • The Finance and Insurance Mastery training runs over two consecutive days

What else is included?

  • Attendance at a two day course
  • Morning tea, lunch and afternoon tea
  • Course binder and materials
  • Comprehensive take home case studies

People who attend this course also attended

  • Customer Retention Management
  • Understanding Dealership Financials
  • Build and Manage a High Performance Team