Dealership F&I Bootcamp – The simplest F&I Manager Training Course

About Course

This is a practical, step-by-step automotive finance manager course designed to make the path from sales to finance simple, affordable, and effective. We cut out the theory and deliver real-world training you can actually use — including deal structuring, software systems, compliance, product presentation, and lender communication.

More importantly, we don’t just train you and send you off.

We stay with you from start to finish — helping you build a custom F&I resume, prep for interviews, and provide you full support until you’re hired. Whether you’re just starting or have years in the dealership, our F&I bootcamp gives you the tools, skills, and guidance to finally step into the role you’ve been working toward.

Course Content

Lesson 01 – Welcome & Orientation – Overview
In this section, you’ll get a clear introduction to the course, how it’s structured, and what to expect. You’ll also learn about the F&I (Finance & Insurance) Department, the key role of the F&I Manager, and their responsibilities within a dealership. This foundational knowledge will set the stage for your learning journey. A short quiz will help reinforce your understanding.

Lesson 02: How Dealerships Are Structured
In this section, you'll explore how an auto dealership is organized, with a focus on the sales department and its workflow. You’ll also learn how the F&I department fits into the overall sales process. This section helps you understand the bigger picture of dealership operations. A quiz at the end will test your grasp of the dealership structure.

Lesson 03: Inside the F&I Office
This section takes you inside the F&I office to give you a closer look at the role of the F&I Manager. You’ll learn about their daily responsibilities, essential job functions, and the traits that make a top performer in this role. A downloadable job description is included, along with a quiz to test your understanding.

Lesson 04: Compliance Essentials
In this section, you'll gain a solid understanding of the key compliance requirements that every F&I Manager must follow. Learn about federal and state regulations, important programs like OFAC, Red Flags, and Safeguards, as well as required disclosures and notices. A quiz at the end will help reinforce your compliance knowledge.

Lesson 05: Key F&I Terms & Concepts
This section introduces you to essential F&I terminology that every professional should know. You'll get a downloadable glossary and a video explaining important concepts like DTI, LTV, Reserve, and Backend. Wrap up the lesson with a quiz to test your F&I vocabulary and boost your confidence.

Lesson 06: Credit Fundamentals
In this section, you’ll dive into the basics of credit, a crucial part of the F&I process. Learn how to read credit reports, understand the difference between prime and subprime customers, and identify key credit score factors. A quiz at the end will help you test and strengthen your credit knowledge.

Lesson 07: Structuring & Approvals
This section focuses on how to structure deals effectively to secure lender approvals. You’ll learn how to interpret callbacks, apply subprime lending strategies, and calculate verifiable income. You'll also get a checklist for working with stipulations (stips). A quiz at the end will help you reinforce what you’ve learned about deal structuring and approvals.

Lesson 08: Tag & Title Essentials
In this section, you’ll learn the basics of handling vehicle tags and titles, including the differences between in-state and out-of-state tag processes. You'll also understand how to manage transfers and temporary tags. A short quiz will help you review and reinforce your tag work knowledge.

Lesson 09: Menu Selling & Objections
This section teaches you how to build and present an effective F&I menu, sell key products like VSC, GAP, and Tire & Wheel, and confidently handle cash customers. You'll also learn proven techniques for overcoming objections and guiding customers through the signing process. A quiz will test your mastery of menu selling strategies.

Lesson 10: Cleaning the Deal & Funding
In this section, you’ll learn how to finalize deals efficiently to ensure smooth funding. Topics include cleaning a deal, submitting documents to lenders, and tracking Contracts in Transit (CITs). Helpful tools like a checklist video and CIT tracker are included, along with a quiz to confirm your understanding of the funding process.

Lesson 11: Software & Tools Training
This section provides hands-on training with key F&I software platforms like DealerTrack, RouteOne, and CDK through screen share videos. You’ll also learn how to use menu software efficiently and discover essential F&I tools to streamline your workflow and boost productivity.

Lesson 12: Deal Start to Finish (Live Example)
In this section, you’ll follow a real-world deal from start to finish through video demos and roleplays. Learn how to interview customers, handle underwriting and submissions, present products effectively, and complete the cleaning and funding process. This practical walkthrough ties all the key skills together in a live example.

Bonus Section: Essential F&I Resources & Tools for Success
This bonus section offers valuable ready-to-use resources to boost your F&I success. Access objection handling scripts, menu pitch templates, a checklist for stipulations and callbacks, plus a deal tracker sheet—all designed to help you work more confidently and efficiently.

Final Exam & Certification: Take the test & Get Certified
In this concluding section, you’ll take the final exam to assess your mastery of the course material. Upon passing, you can claim your official certificate of completion. There’s also an optional survey to share your feedback and help improve the course.

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Dealership F&I Bootcamp – The simplest F&I Manager Training Course

About Course

Course Content

Your simplest path to becoming a Finance Manager.

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