F&I Excellence Online

R&A Login Area

Username:
Password:

Course Curriculum

The Achieving F&I Excellence!™ Management Certification Program is the result of professional development, combined with years of real world, in-dealership experience.  Topics covered include:

   I.  Professional F&I Management

  •  Changing Customer Perceptions

  •  Changing Your Perception

  •  Responsibilities Of An F&I Professional

   II.  Customer Focused Selling

  •  Principles Of Communication

  •  Making The Intangible.. Tangible!

  •  The F&I Demo Ride

  III. A Customer Focused Presentation

  •  A Customer Focused F&I Presentation
  •  Making The Factory Warranty Tangible!
  •  Completing The Financial Services Overview
  •  Reviewing The Customer's Options
  •  Creating Customer Interest
  •  Fourteen Keys To Using The Financial Services Overview

  IV.  Customer Repayment Options

  •  Establishing Customer Needs For Dealership Financing
  •  Benefits Of Dealership Financing
  •  Responding To Customer Concerns
  •  Profitable Rate Administration

    V.  Risk Management Options

  • Establishing Customer Needs, A Customer Focused Presentation and Responding to Customer Concerns for:
  •  Credit Insurance
  •  Vehicle Service Agreements
    1. Benefits Of Vehicle Service Agreements
    2. Basic/Advanced Sales Techniques
    3. Ten Great Visual Aids And VSA Closes
  •  Guaranteed Auto Protection(GAP/DCA)
    1. Making The Intangible… Tangible!
    2. Benefits Of GAP / DCA

  VI.  Vehicle Protection Options

  • Establishing Customer Needs, Benefits of, and Responding to Customer Concerns for:
  •  Prepaid Maintenance Program
  •  Vehicle Appearance Protection
  •  Theft Deterrent Products
  •  Tire & Wheel Road Hazard Protection

 VII.  Credit Evaluation / Analysis

  •  Your Role/Responsibilities
  •  The Credit Application
  •  Analyzing A Credit Bureau Report
  •  Credit Evaluation/Credit Scoring

VIII.  Laws And Regulations

  •  Equal Credit Opportunity
  •  Fair Credit Reporting
  •  Credit And Your Consumer Rights
  •  Credit Scoring
  •  How To Dispute Credit Report Errors
  •  Cosigning A Loan
  •  A Dealer's Guide To The Used Car Rule
  •  FTC Business Alert: Safeguarding Customers’ Personal Information
  •  The FTC's Privacy Rule And Auto Dealers
  •  Report Of Cash Payments Over $10,000
  •  USA Patriot Act
  •  The Red Flag Rule
  •  Adverse Action Notice
  •  Sherman Anti-Trust Act

  IX.  Professionalism

  •  My Goal - Help Every Customer!
  •  Training Evaluation
  •  Presentation Of Certificate

   X.  Handouts / Reference

 
UPCOMING CLASSES
March 16 - 18, 2010, Soddy Daisy, TN
April 13 - 16, 2010, Scottsdale, AZ
More