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F&I Management I: Foundations

The F&I Foundations Course is designed for those who are new to the F&I role—or considering a move into it. Whether you’ve recently stepped into F&I, have less than a year of experience, or work in another area of the dealership and want to understand how F&I contributes to overall performance, this course provides the essential starting point.

You’ll gain a clear understanding of the purpose and responsibilities of the F&I department, the key processes involved, and how F&I connects with broader dealership operations. Rather than focusing on advanced strategies or individual product knowledge, this course emphasizes fundamental concepts, terminology, and workflows. It lays the groundwork for future development and prepares you to contribute effectively as you grow in the role or collaborate with F&I professionals.

Unlike traditional trainings that focus on isolated skills or products, this course takes a holistic approach to F&I success. It emphasizes not just the F&I department but also the dealership-wide sales processes that contribute to sustainable growth. 

This course is exclusively offered virtually through NCM eLearn.

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

Key Objectives & Competencies:

  • Assess Performance: Identify strengths and growth opportunities as an F&I Manager to optimize your impact.
  • Develop a Comprehensive F&I Road to the Sale: Create a dealership-specific strategy with proven techniques to boost penetration and profits at every stage.
  • Design a Virtual F&I Experience: Adapt your F&I process to meet the demands of today’s digital-savvy customers.
  • Navigate Key Regulations: Review essential F&I regulations and learn strategies to stay compliant with evolving requirements.
  • Integrate Sales Consultant Training: Enhance the effectiveness of your sales team by aligning their role with F&I objectives.
  • Understand Diverse Customer Profiles: Tailor the F&I experience to meet the unique needs of different customer segments.
  • Create a Personalized Action Plan: Walk away with a targeted plan to implement immediate, impactful changes in your dealership.
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F&I Management I: Foundations

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

Course Dates & Availability

June 6, 2025 Virtual Training** Available
September 5, 2025 Virtual Training** Available
December 5, 2025 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 6 months. If canceled fewer than 15 days prior to the session, 50% of tuition will be forfeited unless rescheduled for another date within 6 months. Non-attendance without prior notification or failure to attend the course within 6 months, will result in full forfeiture of funds. Must call by 2:00PM CST the Friday before the class begins.

GMEP: A $3,000 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 deposit is deducted.

  • Cancellation on or before Session 1: 100%
  • Cancellation on or before Session 2: 60%
  • Cancellation on or before Session 3: 30%
  • No Refund will be awarded after completion of Session 3