Kelly Enterprises
  Auto, RV & Marine training resource.

 Providing Ideas That Work…

Training Itinerary
Four-Day Seminar Overview Two-Day Seminar Overview
Fast paced and packed with information, this 4-day course covers every-thing you need to know to be a successful dealership financial center representative. You’ll learn how and when to greet the customer, the benefits of all the F&I products, how to work with credit reports and lenders, and steps to avoid legal problems. No matter what your experience level, you will gain invaluable tips and techniques to help you keep 100% of the profits and gain control of your deals. A 2-day seminar designed expressly for F&I producers who want to use a products & services menu to promote 100% solicitation, economize presentation time, and ensure full disclosure of contract terms and conditions. This special training also expands on timely topics from our Financial Center Career Development Seminar to address the common obstacles that can cause seasoned sales business managers to plateau.
  • Mapping out the F&I process
  • Non-confrontational interviews
  • Defining Features-Advantages-Benefits
  • Value added presentations
  • A-B-C of Closing
  • Video practice, Drill & Rehearse
  • Discover the 7 C’s of Credit
  • Working with Sub-Prime Credit
  • Review the 3 major credit bureau reports
  • Non-prime vs. prime lending strategies
  • Review product underwriting guidelines

Role playing/problem solving activities reinforce training principles and allow participants to practice new skills in a supportive environment.

  • Federal Compliance and F&I
  • Managing Contacts in Transit
  • e-Tracking / Setting smart goals
  • Calculate Refunds-Rule of 78/Pro-Rata Time/Pro-Rata Miles
  • Finance Conversion Strategies
    • Cash buyers
    • Credit Union Members
    • Insurance Companies
    • HELOC's / Home Equity Plans
  • Compliance Issues:
    bullet Reg B / ECOA
    Adverse Action Notices
    bullet Reg M / Reg Z Truth in Lend
    bullet FCRA / FCBA / GLB Act
    bullet Safeguard Rule
    bullet Patriot Act
    bullet FACTA
    bullet OFAC
  • The Package Presentation
  • By the Book, Close with a Menu
  • Rules of Negotiation
  • Turning VSA, CL and A&H Objections into Option$.
  • Making the Second Effort
  • Round table discussions

Energize your F&I Team

Discover the Kelly Experience!
Enhance your skills and your future!

We encourage sales managers and dealers to
participate with their sales business managers.
Seminar Registration Information


**SPECIAL NOTE**

Individuals enrolled in Northwood University's college program may receive credit toward Northwood's Automotive Marketing 455 course upon the successful completion of this four-day seminar.
Limited seating available to maximize the learning experience.
 

Seminar Date:
Participants:
Dealership:

Address:
City:
State:
Zip:
Phone:
Fax:
E-mail:
Referred by:
Amount Remitted$:

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Fax to 1.800.980.9420 and a Kelly Enterprises representative will contact you to verify space availability and arrange for seminar registration payment. VISA, MasterCard, and checks accepted.
 

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REGISTRATION: If signing up for the four-day training seminar, investment for the first financial representative is $2195. Each additional manager may attend the same session for $2095. A GM or GSM may participate in the same session with the financial representative for $1895. A dealer principal may audit the same session for $1395. This special audit rate does not include materials.

If you are wanting to attend the two-day advanced F&I training, the initial finance manager's fee will be $1295. Each additional attendee's cost is $1245. Unlike the four-day seminar, there is no special pricing for a GM, GSM, or dealer principal.

All fees are due prior to the seminar.
Prices are subject to change without notice.

CANCELLATIONS: Seminar fees are not refundable. You may substitute participants prior to the seminar date.
NO SUBSTITUTIONS
permitted for GM, GSM or dealer principal rate.

ACCOMMODATIONS: Training and lodging are at the same hotel. Attendees are responsible for their own hotel, meal and travel expenses.

All fees are due prior to the seminar.
Check the box below and Print this form.
YES... Please enroll the following individual(s) in the

4-Day Financial Center Career
Development Seminar

2-Day Advanced F&I Seminar

Kelly Enterprises
P.O. Box 821665 Vancouver, WA 98682
Corporate Office Ph (800) 336-4275 Fax (800)980-9420
Email: info@JLKelly.com   Web:
www.jlkelly.com
 

E-Mail your questions or comments to info@mrvda.org

 
Missouri Recreational Vehicle Dealers Association
213 E. Capitol Avenue, Suite One
Jefferson City, MO 65101
Phone: (573) 659-7808   Fax (573) 636-4532
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