Assurant F&I Training

With margins compressing and the customer experience becoming a mix of online and offline interactions, providing your team with comprehensive F&I training is critical to meeting your profit goals. The Automotive Training Academy offers industry-leading training for your F&I team that’s proven to help drive PVR, overall revenue and CSI scores. Whether online, in the classroom or at the dealership, our tenured training experts will help you maximize every type of transaction.

Upcoming F&I Training Classes

The Automotive Training Academy’s industry-leading F&I curriculum and online continuing education for today’s finance managers features:

  • Interactive

     

    Hands-on training with DocuPAD systems and daily video exercises

     

  • 5-Step Process

     

    Turnkey process that can be incorporated with any product suite

  • Certification

     

    ACE F&I compliance certification provided

  • Immersive

     

    Five days of intensive professional training

  • On-Going

     

    Online continuing education available

     

  • Interactive

     

    Hands-on training with DocuPAD systems and daily video exercises

     

  • 5-Step Process

     

    Turnkey process that can be incorporated with any product suite

  • Certification

     

    ACE F&I compliance certification provided

  • Immersive

     

    Five days of intensive professional training

  • On-Going

     

    Online continuing education available

     

F&I Professionals: Class Registration

DateLocationRegistration
December 09 - 13 The Woodlands, TXRegister Now
January 6-10The Woodlands, TXRegister Now
January 13-17Chicago, ILRegister Now
February 3-7Atlanta, GARegister Now

February 3-7

The Woodlands, TXRegister Now
March 10-14The Woodlands, TXRegister Now
March 17-21Chicago, ILRegister Now

 

F&I Masters: Class Registration

  • Oct. 22-24 - The Woodlands, TX

For more information on the F&I Masters class, please email [email protected] or contact your local District Manager.

Heavy Truck F&I Professionals: Class Registration

  • Aug. 20-22 - Atlanta, GA

For more information on the Heavy Truck F&I Professionals class, please email [email protected].

F&I Training Class Overviews

Using an interactive teaching method, we’ll apply group discussions, roleplay, and performance assessments to ensure each employee's thorough understanding and competency. These practice sessions simulate real-world experiences and model the skills necessary to increase an employee's grasp of customer-centered selling. And, since our training is designed to have an immediate impact in your F&I department, you can look forward to better revenue today and down the road.

F&I Professionals

A 5-day interactive course for F&I professionals of all experience levels that will help improve their sales and leadership skills while also developing an exceptionally profitable and legal F&I presentation.

Attendees will develop the skills and knowledge to:

  • Work with traditional, hybrid, and mobile F&I processes
  • Increase gross profit
  • Maximize every type of transaction: Finance, cash, on-site, off-site, and virtual
  • Create need and build value in products
  • Structure deals correctly to secure funding
  • Follow a compliant pattern of practice
  • Respond effectively to customer objections
  • Create and properly disclose a customer option plan
  • Read verbal and nonverbal communication
  • Use highly effective wording

 

Who should attend:

F&I professionals of all experience levels, those who would like to transition into a F&I manager position, and those held accountable for presenting F&I products & services at the dealership

F&I Masters

A 3-day course that is designed for F&I professionals who have successfully mastered the techniques taught in the Professionals course and are ready to achieve the next level of performance within their position.

Attendees will develop the skills and knowledge to:

  • Fine tune your process to meet market demand
  • Identify your personality strengths and discover strategies for collaboration
  • Put your skills to the test in a competitive learning environment
  • Discover effective response techniques for specific F&I product objections
  • Maximize opportunities with the no-visit/off-site customer
  • Experience hands-on video conference presentations
  • Gain additional objection handling skills
  • Identify strategies for training sales team members
  • Improve sales meetings and team dynamics

 

Who should attend:

Any F&I professional, internet personnel, or hybrid salesperson, who has successfully completed the F&I Professionals course, should attend this course.

Heavy Truck F&I Professionals

An interactive course for the rapidly growing heavy truck industry. In this course, F&I professionals of all experience levels will gain the tools and techniques to improve their sales and leadership skills while also developing an exceptionally profitable and legal F&I presentation.

Attendees will develop the skills and knowledge to:

  • Maximize the F&I profit center
  • Increase sales and attachment rates
  • Establish needs awareness and build value in protective products
  • Effectively address customer objections with modern techniques
  • Reduce F&I product resistance
  • Effectively disclose a customer option plan
  • Market the F&I department as a customer resource
  • Follow all compliance regulations with optional ACE compliance certification

 

Who should attend:

Heavy Truck F&I or hybrid sales professionals of all experience levels, those who would like to transition into a F&I manager position and those held accountable for presenting F&I products & services at the dealership

Online F&I Training that Fits Your Schedule

Time is precious, and every minute a top producer is away from the dealership could be costly. To accommodate your needs and provide your team with vital knowledge and expertise needed to succeed, we offer online F&I training courses, as well as sales and leadership courses, through the ATA On-Demand learning platform. Like our in-person training, our online courses are designed to be highly interactive and deliver immediate impact to your dealership.

ATA On-Demand

Subscribe to our next-gen learning platform to access self-guided F&I training and live coaching through video and online roleplay scenarios that build effective real-life sales skills.

For additional content from the Automotive Training Academy, please visit our YouTube Channel

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