F&I Certification Program

Get introduced to the NEXT LEVEL F&I way of thinking—what makes our process

different and why it works in today’s market

• Understand exactly how the online training program flows, how to pace yourself, and

what support resources are available to you

• Learn what to expect from each module and how to get the most out of your time and

effort

• Understand the true role of an F&I Manager—not just what the job is, but why it exists

and how it impacts the dealership’s success

• Learn how most F&I pay plans work (and more importantly—how to maximize your

income on any pay plan)

• Discover the difference between landing just “a job” vs. building a high-paying,

high-respect F&I career

• Understand exactly who you’re working for and with: Your customers, your lenders, and

your dealership

• Learn how to track and study your own performance using your personal deal log as a

growth tool

• Get mentally prepared to take this role seriously and build a long-term career in F&I

• Begin your personal and professional transformation into an F&I professional people

trust and buy from

• Take a deep dive into every major F&I product, including Service Contracts, GAP, Tire &

Wheel, Appearance Protection, and more

• Learn how each product actually works—not just surface-level sales points

• Understand why customers really need these products and how they protect both the

buyer and the dealership

• Build value in every product by connecting features and benefits to customer needs and concerns

• Gain confidence explaining even the most technical coverages without sounding robotic or pushy

• Understand the key differences between Retail, Cash, Subprime, and Lease deals

• Learn how each deal type changes your paperwork, presentation, lender

communication, and product eligibility

• Recognize where your money and your opportunities come from in each type of deal

• Build confidence knowing how to present products and structure deals, no matter what

deal type comes across your desk

• Learn how to choose the right lender for each deal—based on credit, structure, and

dealership goals

• Understand how key factors like credit score, job time, LTV, and DTI affect your

approvals

• Get hands-on with real-world examples of lender rate sheets, program guidelines, and

callback notes

• Learn how to structure deals for faster approvals and better terms

• Get inside info from an exclusive interview with a real lending manager—what they look

for and how they make decisions

• Master the art of the customer introduction—this is where deals are won or lost

• Learn the A’s, B’s, C’s (and D’s and E’s) of effective F&I conversations: Approach, Build

Rapport, Control the Flow, Demonstrate Value, and Engage with Confidence

• Shift from being an “information giver” to becoming a true F&I Sales Professional who

helps customers make informed decisions

• Learn how to present the factory warranty the right way to set up your product

presentation

• Build trust fast, reduce resistance, and deliver your menu presentation with authority

• Learn the NEXT LEVEL approach to eliminating objections before they happen

• Master our signature “EXPOSURE” technique—a powerful way to help customers see

the risks of saying no

• Get specific, word-for-word closes for the most common objections you’ll hear in the box:

• “It’s a good car, I shouldn’t need that.”

• “I don’t want GAP.”

• “I don’t want to pay that much more per month.”

• “I don’t need prepaid maintenance.”

• “I don’t care about ceramic protection.”

• Build your mental toughness and learn how to stay cool, focused, and persuasive under

pressure

• Understand the key legal requirements and regulations that affect every F&I Manager

• Learn directly from a real dealership Compliance Officer—get the perspective of

someone who audits real deals every day

• Cover the most important compliance topics: 8300 Form, OFAC, Red Flags, Privacy

Notices, Regulation B, RBPN, Reg Z, and more

• Protect yourself, your dealership, and your customers from legal trouble

• Learn how to document deals properly and avoid putting yourself on the radar of

auditors and regulators

• Understand what “Contracts in Transit” (CITs) really means and why they’re a huge deal

for your dealership

• Learn how to shorten funding delays and avoid having deals stuck in limbo

• Recognize the most common things that hold up deals—and how to fix them quickly

• Learn the daily and weekly routines that professional F&I Managers use to stay on top of their CITs and keep the cash flowing

• Get specific, actionable steps for landing your first F&I job after graduation

• Learn how to build and present a resume that makes you stand out—even if you’ve

never been in F&I before

• Discover how to position yourself as the type of F&I candidate dealerships are desperate to hire

• Learn how to turn an entry-level opportunity into a stepping stone toward higher-paying roles

• Find out how NEXT LEVEL F&I can continue to help you with ongoing support and job

placement resources

• Test your knowledge across all 10 previous modules with a professional-level exam

• Make sure you’re truly ready—both in knowledge and mindset—to step into an F&I office and produce results

• Earn your NEXT LEVEL F&I Certificate of Completion—something real you can show

potential employers