Greater Profits On The Horizon
Training & Compliance

Training

Our Certified Professional F&I Training School consists of a 4 day instructor led course with an exam on day one to test the baseline knowledge of the students followed with a final exam on the last day to test retention. The exam consists of testing the skills and knowledge of the course material in the areas of state laws, proper documentation and CSI. Candidates with a passing exam score become certified and a plaque is rewarded for recognition.

All attendees receive hands on training and support at the dealership by your account executive the following week. That consists of the organization of the office, time management, lender relations, paperwork skills, proper documentation and monitoring objection handling techniques.

Trainer Profile   |   Directions   |   Places To Stay

UPCOMING TRAINING

  • "The trainer assisted me in understanding the rules and regulations of our constantly changing industry. He had the ability to make the most complex topics very relevant and easy to comprehend. I recommend F&I Resources without reservation."
    Nathan Reed
    Infiniti of Norwood
  • "The sales training was great, it really helped me work on techniques to overcome objections."
    Melanie Simon
    Acura of Boston
  • "The practical application of role-playing was great in learning how to handle objections."
    Ara Topjian
    Woburn Foreign Motors
  • "This was a great training program, the trainer was excellent."
    Jeff Baker
    Sentry Lincoln Mercury
  • "This training had a tremendous impact on me. The trainer made it look easy."
    Geri Tortorici
    Olsen Cadillac

Advanced F&I Seminars

Advanced seminars are also available for experienced F&I Managers to maintain the highest level of performance possible. We recommend all F&I Managers attend at least three seminars a year.
  • Overview
  • Qualifying for the Presentation
  • Presentation Skills
  • Building Value in Product Presentations
  • Customer Participation
  • Overcoming Objections
  • Video Role Playing
  • Cash Conversions
  • Credit Union Conversions
  • Service Drive
  • Service Mailer
  • Lender Relations
  • Sub - Prime Lending
View The Four Day Training Agenda

Menu Selling

We strongly encourage all dealers to consider Menu Selling. The most efficient programs are web based with fast printing menus. We offer advanced seminars on a monthly basis at our Southborough Training Facility. We use DealerTrack or any menu the dealer chooses. Our main goal is "consistency" with any menu.

Ken Carlson Profile
Outside Training Mentor

Guest Speaker / Training Appearances
  • F & I Resources (Southborough, MA)
  • NADA Dealer Academy
  • Niagara Frontier Automobile Dealers Association (Buffalo, NY)
  • Cleveland Automobile Dealers Association
  • Pittsburgh Automobile Trade Association
  • Automobile Dealers of Greater Philadelphia
  • Burns-Kull Automotive Group (New Jersey)
  • Aquidneck Auto Center (Rhode Island)
  • Hagerstown Honda (Maryland)
  • Price Automotive Group (Delaware)
  • West-Herr Automotive Group (New York)
  • Coast Buick (New Jersey)
  • Herson's Honda (Maryland)
  • Oasis Auto Center (New Jersey)
  • Toresco Enterprises / Autoland (New Jersey)
  • Canadian Dealer Products (Windsor, Canada)
  • Brigham-Gill Chrysler/Jeep (Natick, MA)
Over 20 Years of
Retail Automotive Experience
  • Manage-Rite, Inc., Automotive Training Division;
    Director of Training
    • Sales Force Training
    • Sales Management Training
    • Service Manager/Advisor Training
    • F&I Management Training
    • Aftersale Training
  • Pat Ryan and Associates/Key Royal;
    National Sales Trainer / V.P. of Business Development
  • Sales Manager
  • F&I Manager

Place To Stay

  • Extended Stay Hotels
    (508) 366-6100
    Single Rate $75.00
    (Ask for F&I Resources Corporate rate)
  • Doubletree Hotel
    (508) 616-7408
    Single Rate $119.00
  • Red Roof Inn
    (508) 481-3904
    Single Rate $60.00-$70.00
  • Holiday Inn & Suites
    (508) 481-3000
    Single Rate $109.00
    (Ask for F&I Resources Corporate rate)
  • Sheraton Tara
    (508) 879-7200
    Single Rate $189.00-$345.00
  • Hampton Inn
    (508) 653-5000
    Single Rate $119.00-$149.00

Directions From Interstate 95

Mass Pike West to exit 12, take Route 9 West (towards Worcester). After the fourth set of lights, our office park is the first driveway on the right. The address is 333 Turnpike Road, Southborough, MA 01772; the Reservoir Corporate Center.

Directions From Interstate 495

Interstate 495 to Exit 23A (Route 9 East) to the first set of lights. Make a U-turn and our office park is the first driveway on the right. Our address is 333 Turnpike Road, Southborough, MA 01772; the Reservoir Corporate Center.