Auto F&I Training

The Automotive Training Academy

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:

  • Five days of intensive, professional training
  • ACE F&I compliance certification
  • Turnkey 5-step process, able to incorporate with any product suite
  • Interactive, hands-on training with DocuPAD systems and daily video exercises
  • Performance assessment provided for continuous improvement
  • Online continuing education available

F&I training classes are offered as in-person workshops in The Woodlands, TX and Atlanta, GA.

F&I Professionals: Class Registration

The Woodlands, TX

Atlanta, GA - New class location now available  

F&I Masters: Class Registration

  • October 3-5 The Woodlands, TX

To register for the F&I Masters class, please email or contact your local District Manager.

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 finance 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 financial service managers 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.

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.

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