Before the Story

This is a preparatory workshop for new F&I professionals. It aims to educate them on the fundamental F&I skills and the most critical compliance aspects they need to know before entering into a deal.

The Short Classroom Story

This is an overview of laws impacting the F&I department. It focuses on F&I managers’ do’s and don’ts to help new F&I managers understand their department compliance requirements.

The Long Classroom Story

This is a broadened F&I compliance course that details different laws applicable to the F&I department and aims to build an understanding from the ground up using presentations, graphic visuals, and video lectures in a classroom setting

This training is recommended for

• New to the F&I Department.

• Recently Promoted to the F&I department from a department other than sales.

This training is recommended for

• People preparing to double hat F&I and Sales roles for independent dealerships.

• People in pipelines for the F&I department transfer before they touch a deal.

This training is recommended for

• F&I managers who are seeking full compliance training.

• F&I managers to step up for a promotion as director and become decision-makers.

• Paralegal professionals who are entering the automotive dealership advocacy world.

2-day workshop

2-day workshop

4-day workshop

Two Handouts (40 Skill Development Sheets)

Two Handouts (40 Skill Development Sheets)

40 Study Guides on Laws Impacting the F&I Department

50 Graphic Guides Visualizing the learning takeaways.

Visit afictraining.com and click on Classroom Learning to choose a location and sign up for an upcoming event, or contact us at support@afictraining.com to arrange an event for your team at your location.

Skill demonstration and endorsement during the session.

Lesson Quizzes

Web-based online exam (+170 Federal Laws Questions) following the workshop.

Certificate of Attendance

Certificate of Attendance

Certificate of Completion

40 Basic Skills, including, for example:

• Checking for OFAC

• Disclosing a retail contract

• Disclosing a lease agreement

• Assessing Credit Worthiness

• Reporting Cash Transactions

• Reporting Suspicious transactions to the IRS

• Filling out Buyer’s Guide

• Assessing an Ad

• and more

Quick Overview of laws applicable to F&I and Sales. The bootcamp includes:

• Introduction to the compliance bigger picture, law contract, law-making bodies, and law enforcing bodies

• TILA/CLA

• UDAP/UDAAP

• Credit Application Handling

• Telemarketing Rules

• Advertising Practices

• Buyers Guide

• FTC Rules

41 Lessons, including:

• TILA – Reg Z

• CLA, Reg M

• UDAP/UDAAP

• Equal Credit Opportunity Act

• Fair Credit Reporting Act

• Telemarketing Rules

• Used Car Rule

• Cash Transaction Reporting

• F&I Menu Compliance

• Retail Installment Sales Contract

• Red Flags Rule, Safeguards Rule, and Disposal Rule

• Privacy Rule

• OFAC Check

• Military Lending Act

• Federal Odometer Act

• and more

Online Video Series

This is a series of 45 Video Lectures (4 hrs. duration) that provides an overview of the most critical laws and regulations impacting the F&I department.

Full Online Interactive Training

This is a broadened F&I online compliance course that details different laws applicable to the F&I department and aims to build an understanding from the ground up using presentations, graphic visuals, and video lectures in a classroom setting. This program includes all the videos in the Express certification and 42 interactive lessons with voiceovers that slice and dice applicable laws and topics related to the F&I department compliance.

This training is recommended for

• Dealership GMs

• Dealer Principals

• F&I Directors who want to stay current with the laws and regulations

• People seeking an overview and
  high-level coverage of laws impacting the F&I department

This training is recommended for

• F&I managers who are seeking full compliance training.

• F&I managers stepping up for a promotion as director and become decision-makers.

• Paralegal professionals entering
  the automotive dealership
  F&I advocacy world.

3 months of access to the online course on AFIC LMS.

6 months of access to the online course on AFIC LMS.

This online course includes:

• 45 videos

• Over 50 graphic guides displayed electronically for review

This online course includes:

• 42 interactive lessons (each lesson includes an electronic study guide with voiceovers, videos, graphic guides, and quizzes)

• 2 Interactive Tools (Deal Jacket and State-Specific Highlights)

• Over 400 Questions, including lessons quizzes, section exams, and final exams)

Web-based online exam (100 Federal Laws Questions)

Web-based online exam (+170 Federal Laws Questions) following the workshop

Certificate of Completion

Certificate of Completion

45 videos, covering, for example:

• TILA – Reg Z

• CLA, Reg M

• UDAP/UDAAP

• Equal Credit Opportunity Act

• Fair Credit Reporting Act

• Telemarketing Rules

• Used Car Rule

• Cash Transaction Reporting

• F&I Menu Compliance

• Retail Installment Sales Contract

• Red Flags Rule, Safeguards Rule, and Disposal Rule

• Privacy Rule

• and more

41 Interactive Lessons, including:

• TILA – Reg Z

• CLA, Reg M

• UDAP/UDAAP

• Equal Credit Opportunity Act

• Fair Credit Reporting Act

• Telemarketing Rules

• Used Car Rule

• Cash Transaction Reporting

• F&I Menu Compliance

• Retail Installment Sales Contract

• Red Flags Rule, Safeguards Rule, and Disposal Rule

• Privacy Rule

• and more

45 Video Lecture Series

41 Interactive Lessons
(each includes a Dashboard,
Videos, Graphic Gudie,
Quizzes, and Study Guide
with Voiceovers)

Custom Simulcast

This instructor-led virtual training focuses for 3 hours on selected topics defined for your F&I managers based on their performance management outcomes, compliance audit outcomes, or training needs analysis. A dealership can contact AFIC to customize a simulcast topic list or sign up for an upcoming simulcast that matches your needs.

Full Compliance Simulcast

This extended instructor-led virtual training focuses on more than ten topics at a time. Topics are defined in the simulcast event description on our website.

This training is recommended for

• F&I managers working for one dealership group who are willing to take the training simultaneously.

• F&I managers with specific training need analysis to learn only certain topics, regardless of their experience level or years in the role.

This training is recommended for

• F&I managers who are seeking express instructor-led virtual training.

• F&I managers stepping up for a promotion from the sales department to the F&I Department and need to hit the ground running until receiving the full certification

3 hrs.

2 days (4 hrs. each)

This online course includes:

• Presentation shared over Zoom or Microsoft Teams.

• Whiteboard used by the instructor.

• Online Quizzes

This online course includes:

• Presentation shared over Zoom or Microsoft Teams.

• Whiteboard used by the instructor.

N/A

This is a web-based online exam (100 Federal Laws Questions). The exam link will be sent after the event. This is not a certification program.

N/A

Certificate of Attendance

Selected 4 or 5 compliance topics at a time. Selection made from the list below is described in the training event:

• TILA – Reg Z

• CLA, Reg M

• UDAP/UDAAP

• Equal Credit Opportunity Act

• Fair Credit Reporting Act

• Telemarketing Rules

• Used Car Rule

• Cash Transaction Reporting

• F&I Menu Compliance

• Retail Installment Sales Contract

• Red Flags Rule, Safeguards Rule, and Disposal Rule

• Privacy Rule

• OFAC Check

• Military Lending Act

• Federal Odometer Act

• Magnuson-Moss Warranty Act

Essential compliance topics in the list below are covered in the training event:

• TILA – Reg Z

• CLA, Reg M

• UDAP/UDAAP

• Equal Credit Opportunity Act

• Fair Credit Reporting Act

• Telemarketing Rules

• Used Car Rule

• Cash Transaction Reporting

• F&I Menu Compliance

• Retail Installment Sales Contract

• Red Flags Rule, Safeguards Rule, and Disposal Rule

• Privacy Rule

• OFAC Check

• Military Lending Act

• Federal Odometer Act

• Magnuson-Moss Warranty Act

Presentation

Online Quizzes

Videos

Presentation

Online Quizzes

Videos