Finance Pro I is a four-day basic-level course for your new Financial Services Managers (FSMs). This course is designed to give either a “new to the business” or “new to finance” individual a strong foundation in the art of selling F&I products and services in your dealership.

Finance Pro II is an intensive three-day course that concentrates on the real-world challenges your Financial Services Manager, (FSM) faces every day in the Business Office. They have the foundation and understanding of daily Business Office operations, now give them what they need to become a true ‘World Class’ Financial Services professional and a real asset to your organization.

Compliance Essentials is not a Finance and Insurance thing…it's an everybody thing! Compass Team’s Compliance Essentials is designed to give your dealership personnel a strong foundational understanding of the Federal and State laws that regulate the legal aspects of their jobs. This course is a departure from the traditional “scare tactics” used in most legal compliance courses. Rather, we utilize fun and interactive group scenarios in an atmosphere that produces an understanding and respect for the specific laws and guidelines affecting all employees. We show participants that knowing the laws will actually help better their performance on the job, create trust, and reduce risk of violations and their subsequent ramifications.

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

Road to Retention-Finance is a workshop designed to help finance managers improve profitability, customer retention, and satisfaction.  You will learn how customer expectations, the finance process, and the survey come together to create an experience that can be good or bad for the customer, which determines your dealership's profit and long-term retention.