Training That Transforms Your F&I Department
6 structured modules. Experienced F&I trainers. On-site at your dealership. No charge, no catch. We come alongside you and help where you need it.
Zero Cost
We do NOT charge for training. Your success is our business model, when your F&I department performs, we both win.
At Your Dealership
Our trainers come to you. Real training happens on your floor, with your team, your products, and your DMS, not in a hotel conference room.
Proven Trainers
Former finance directors. Former dealership owners. Experienced and certified. Our trainers are people your team will actually respect.
6 Structured Training Modules
Each module is designed for specialty equipment dealers. Click any module to see the full curriculum.
Variable Operations Mastery
Compliance & Regulatory
Consumer Data Protection
DMS Systems Training
Fixed Operations
Product Knowledge Deep Dive
Variable Operations Mastery
Our lead trainer is a former finance director and dealership owner with deep specialty equipment experience. This module covers menu selling systems, F&I presentation techniques, deal structuring, and penetration rate optimization. Built from real dealership floor experience, not textbook theory.
What You Will Learn
You Are Regulated Like a Bank.
As a dealer who does financing, you are subject to the exact same regulations as a financial institution. These are not suggestions. Violations carry real penalties \u2014 fines, lawsuits, license revocation, and criminal prosecution.
Red Flags Act
Requires written identity theft prevention programs. Failure to comply exposes your dealership to FTC enforcement actions.
Regulation M & Z
Governs lease and credit advertising disclosures. Incorrect disclosures result in automatic statutory damages.
OFAC Compliance
Prohibits transactions with sanctioned individuals/entities. Violations carry penalties up to $20M and criminal prosecution.
Truth in Lending Act
Requires clear disclosure of credit terms. Non-compliance creates private right of action for every affected customer.
Patriot Act
Anti-money laundering requirements for financial transactions. Banks will terminate relationships with non-compliant dealers.
NPI Protection
Non-public information must be secured. State attorneys general actively prosecute data protection failures.
From First Call to Trained Team
Three steps. Zero disruption to your dealership operations.
Assessment
We evaluate your team’s current F&I performance, identify gaps, and build a custom training plan. No cookie-cutter programs.
1 phone callOn-Site Training
Our trainer comes to your dealership. Hands-on sessions with your actual team, your actual products, your actual DMS. Role-playing, live deals, real scenarios.
1 to 2 days on-siteOngoing Support
Training does not end when we leave. Coaching calls, performance check-ins, refresher sessions, and compliance updates keep your team sharp all year.
ContinuousWe Train on the Systems You Already Use
If Your Store Is Not Performing Well, Let Us Help.
Our goal is always to make you more successful. Free training. Experienced F&I agents. Real dealership experience. No excuses.
Keep Learning