*3 - 4 Day Financial Services Manager Certification

Curriculum

*3 Day: No Legal and Ethical Standards Session – No Presentation Video


4 Day Financial Services Manager Certification Includes:


Financial Services Manager 101: focuses on the typical duties, responsibilities and standard procedures required to maintain high levels of Financial Services efficiency. 


Legal and Ethical Standards: outlines the rules and regulations that directly affect a dealership’s variable operations. Attendees who participate in the course have a better understanding of the laws that impact their day-to-day activities and are more prepared to act in a legally compliant manner. At the end of the course, attendees must pass a certification exam. 


Connecting to Today’s Digital Customer: focuses on essential Financial Services principles and practices required to succeed in today’s “social media”, “digital market” environment. Special emphasis is placed on monitoring and maximizing the opportunities with each type of deal whether done on the internet, over the phone or on-site. Special emphasis is placed on tips and techniques for online FS presentations. 


The FS Process: outlines the three key areas that make for a streamlined FS menu/option disclosure presentation. Product knowledge, customer knowledge and better knowledge of the deal at hand. Financial Services Managers will learn how confidence and establishing credibility with customers can be the game changer. Special emphasis is placed on group exercises and interactive role-play. 


The Menu/Option Disclosure Presentation: is designed to give the Financial Services Manager a streamlined approach to the option disclosure/menu presentation. An approach that delivers a more efficient presentation intended to improve customer adherence thereby increasing customer satisfaction, product sales and profits. Special emphasis is placed on group exercises and interactive role-play. 


Addressing Customer Concerns: emphasizes the “how” to get customers engaged after the menu/option disclosure presentation. This workshop presents a non-confrontational process that gets more customers saying, “yes I’ll take it”. Special emphasis is placed on group exercises and interactive role-play. 


A Lesson on Leasing: is designed to expand Financial Services Managers knowledge of automotive leasing and enlighten them to the profit potential often overlooked on lease transactions. 


Dealership Financing Fundamentals: is designed to give the Financial Services Manager a better understanding of how credit works and provide them with the skills to improve lender relations that result in better callbacks and approvals. 


Video Role Play: Each attendee will tape their menu/option disclosure presentation from the “Introduction” through two attempts at “Addressing Customers Concerns”.

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