To stay competitive, dealerships need to ensure their F&I teams are equipped with the skills, processes, and confidence to consistently perform at a high level to ensure customer satisfaction, profitability, and to stay aligned with compliance requirements. That’s why at EFG, we’re proud to partner with dealerships to provide award-winning F&I training programs to strengthen performance across every experience level. Today, we’ll be discussing the different types of F&I training courses we offer, from in-person classroom training to online, do-it-at-your-own-pace options. Once you’re ready to get started, our team at EFG can help you choose the best training programs for your dealership’s goals, staffing structure, and schedule.
The best approach for dealerships wanting hands-on instruction and live coaching is personal F&I training in the classroom setting, which delivers real-time guidance, immediate feedback, and practical skill-building that managers can apply on the showroom floor and in the F&I office right away. Depending on the class, these live sessions can either take place at our headquarters in Irving, Texas or at your dealership.
*Training Seat Voucher available only to franchise dealers who meet the required unit volume.
In-person F&I training offers many advantages that you can’t get with online training, including the ability to role-play real sales and compliance scenarios, immediate feedback on presentation and objection handling, as well as granular coaching that improves tone, pacing, deal structure accuracy, and compliance habits in ways online modules simply can’t replicate. Here are some of the F&I training classes you can get in person with EFG:
F&I Producer Class
The F&I Producer will learn skills to improve productivity and profitability in the F&I Department while ensuring compliance with every transaction, including establishing an F&I process and culture, conducting an effective customer interview, working with lenders, driving profitability and compliance, product and menu presentations, objection handling, and role-playing.
F&I Workshop
Led by EFG’s own F&I experts and designed to complement the EFG F&I Producer Class, this one-day workshop focuses on the areas where you most need a refresher, including ensuring an effective T/O from the sales team, executing an effective customer interview, working with lenders, menu presentation, and objection handling techniques.
F&I Insights
This one-day workshop provides students with a glimpse of the F&I process, the roles and responsibilities of the Finance Manager, and the value of the business office functions to the sales team and to the overall customer ownership experience.
F&I Director Class
This two-day class is designed with the F&I director in mind. The class will equip these leaders with real tools to help them manage and develop a team. They will understand the processes and relational skills necessary to improve performance and correct poor work habits within their team.
Powersports F&I Producer Class
The Powersports F&I Producer will learn skills to improve productivity and profitability in the F&I Department, unique to the Powersports industry. In this class, the EFG instructor will develop critical skills with a focus on establishing an F&I culture, conducting an effective customer interview, working with lenders, driving profitability and compliance, effective product presentations, and objection handling techniques.
While in-person training often delivers superior results in F&I performance, online training options can be a good choice for dealerships seeking flexible, self-paced learning that fits around busy schedules. These online courses offer 24/7 access to compliance, product knowledge, menu presentation, and other essential modules, allowing your team to learn at their own pace.
At EFG, we proudly offer EFG L.O.V.E (Learning Opps through Visual Engagement). This is designed to go hand in hand with our in-person programs and to provide you with ongoing support and tips to help keep you successful and compliant. This consists of a wide range of F&I training videos, infographics, industry articles, and podcasts, all available at your fingertips. By pairing our online tools with in-person coaching, EFG equips your F&I staff with the knowledge, confidence, and ongoing support needed to drive real results.
Whether you’re looking to elevate individual performance, strengthen compliance, or modernize your entire F&I process, EFG offers proven training solutions designed to meet your dealership exactly where it is. From hands-on, in-person classes to flexible online learning through EFG L.O.V.E., our programs are built to develop confident, consistent, and compliant F&I professionals.
With almost 5 decades of industry experience, certified trainers, and a curriculum shaped by real dealership challenges, EFG provides practical instruction that translates directly into higher PRU, better product penetration, and improved customer satisfaction. In fact, EFG F&I trainees produce an average of $206,400 in additional F&I revenue per year! Click below to learn more about our industry-leading training programs today.
