Finance Pro I is a four-day course for your Financial Services Managers (FSMs).
This course is designed to provide a strong foundation in the art of selling F&I products and services in your dealership.

After mastering the fundamentals with Finance Pro I, it’s time to move to the next level.Finance Pro II is a three-day intensive course designed to help increase gross profit, product penetration while maintaining great CSI. Your Finance Services Manager (FSM) will learn advanced techniques that will help them master the real-world challenges in the Finance Office.

The Road to Retention– Finance workshop is designed to teach participants that the Indexes from the manufacturer’s surveys are a mirror of their performance from the customer’s perspective. Not just a simple scorecard of customer opinions.

Legal Compliance for the Financial and Insurance Services Professional is a 1-day course designed to give your Financial Services Managers an understanding of the Federal and state laws that regulate the legal aspects of their job. This course is a departure from the traditional “scare tactics” used in most legal compliance courses. We utilize a fun atmosphere and interactive group scenarios that produce an understanding and respect for the specific laws and guidelines, rather than fear. We show the participants that knowing the law will actually help them do their job better. It will not re-strict them from producing income, but will make the customer’s experience a pleasant one.

This workshop is designed to give you an understanding of the Red Flags Rule. Together, we will walk though each step of the Red Flags Rule and will outline the development process of the Identity Theft Protection Program (ITPP).