Finance and Insurance (F&I) Manager Course
Gain expertise as a Finance and Insurance (F&I) Manager through hands-on training in compliant deal structuring, ethical sales of protection products, effective presentation scripts, and strategies to enhance dealership profits. Tailored for finance experts aiming to elevate performance and ensure customer satisfaction in a competitive market.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Finance and Insurance (F&I) Manager Course offers a practical guide to mastering dealership finance products, compliant procedures, and ethical practices. You will learn to create profitable deals, explain protection products clearly, address customer concerns effectively, optimise F&I sessions, and train sales staff with key performance indicators to increase revenue while safeguarding customers and the dealership's reputation.
Elevify advantages
Develop skills
- Master deal structuring: create profitable and compliant finance packages for dealerships.
- Develop F&I presentation skills: conduct efficient meetings that increase approvals and build trust.
- Control risks and compliance: implement fair lending laws, TILA requirements, and audit-ready processes.
- Excel in ethical sales: recommend GAP insurance and warranties suited to customer needs without high pressure.
- Coach sales teams effectively: design concise F&I training sessions, track KPIs, and provide performance feedback.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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