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F&I Management

F&I Foundations is a comprehensive dealership training course designed to help Finance & Insurance professionals and dealership leaders strengthen F&I performance, improve customer experience, and increase profitability. Participants gain a solid understanding of F&I operations, sales processes, compliance best practices, and the role of Finance & Insurance within the overall dealership. The course explores customer engagement strategies, digital F&I processes, and collaboration between sales and F&I teams to improve performance and drive consistent results. Through practical instruction and real-world application, learners develop a customized action plan to optimize F&I operations, enhance profitability, and support long-term dealership success.

This course is exclusively offered virtually in both US and Canada through NCM eLearn

Class Length:4 Live Classroom Sessions (90 minutes each) Plus Self-Study, Completed Over 30 Days

Key Objectives & Competencies:

  • Improve dealership profitability through advanced asset and inventory management.
  • Strengthen cash flow management using proven financial controls and reporting tools.
  • Develop financial policies and procedures that support operational excellence.
  • Design compensation and retention strategies that improve employee performance.
  • Optimize accounting department structure, roles, and accountability systems.
  • Identify expense reduction opportunities to improve departmental profitability.
  • Apply leadership principles that drive accountability and financial results.
  • Develop and present a strategic action plan focused on measurable business outcomes. 
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F&I Management

Cost:
$1,945 USD | Per Seat
Requirements:
None
Recommended for:
F&I Managers and Dealership Leaders

Course Dates & Availability

November 3, 2026 US Virtual Training** Contact Us For Availability
December 9, 2026 Canadian Virtual Training** Available

Call the NCM Institute at 866-756-2620  or complete this form  for more information or to register.

Single Class: If canceled 15–30 days prior to the session, 25% of the tuition will be forfeited unless rescheduled for another date within 1 year. If canceled fewer than 15 days prior to the session, 50% of tuition will be forfeited unless rescheduled for another date within 1 year. Non-attendance without prior notification or failure to attend the course within 1 year, will result in full forfeiture of funds. Must call by 2:00PM CST the Friday before the class begins.

GMEP: A $3,000 USD nonrefundable deposit is required at time of application with balance due 14 days prior to class start. Below is the refund schedule for the remaining balance, after the non-refundable $3,000 USD deposit is deducted.

  • Cancellation on or before Session 1: 100%
  • Cancellation on or before Session 2: 65%
  • Cancellation on or before Session 3: 30%
  • No Refund will be awarded after completion of Session 3