Tuesday 14 August 2018

FAIS CPD : Motor Retail Finance and Insurance Manager Refresher Workshop 2018

(FPI approved FAIS Fit & Proper 12.5 CPD Points



2- DAY PROGRAMME

The “TUNE UP” workshop will create the aspiration within every F&I Manager to serve customers at such a high level that every customer is genuinely delighted with their F&I experience.  

The 2-day workshop topics are Me and My Company and Me and My Customer and can include Product Specific Training (invite your product supplier)

The learner entering this is to be advised that the CPD points will only be achieved and allocated on attendance of the 2-day programme and on the completion and achievement of the eLearning test.  A certificate will be issued on achievement of the test at a pass rate of 80%.
 

A daily register will be provided for the 2-day programme aligned to CPD timeframe. 
This information will be transferred to the eLearning portal for the issuing of a CPD report to the FPS and the learner (Representative/Key Individual) on achievement of the test.

Preview to some of the topics covered during Day 1

TUNE UP TOOLBOX – Day 1

CPD timeframe

eLearning
 ?
40 minutes Skills and Abilities
Post programme test to be completed to achieve CPD points and completion certificate
2. How to create passion for my job. Why are you here?
40 minutes Skills and Abilities
3. Setting objectives.
40 minutes Skills and Abilities
 ?
60 minutes
Financial Management
5. Budgeted targets and how to use these.
45 minutes Financial Management
 ?
45 minutes Financial Management
7. Time and stress management.
40 minutes Skills and Abilities
8. Take custody of the customer
40 minutes Skills and Abilities
 ?
40 minutes Skills and Abilities
10. Overcoming the objections – develop questions and strategy to contra the objection Objections and identifying opportunities to sell
45 minutes Skills and Abilities
 ?
45 minutes Skills and Abilities
Day-1 CPD timeframe and allocated points subject to the post 2-day programme eLearning portal test completed and pass mark achieved.
480 minutes


Workshop Dates

14 & 15 September 2018 - maximum 18 candidates

21 & 22 September 2018 - maximum 18 candidates 

Enrol now to book your seat

Venue: Intelligo Solutions, Rivonia

Call us 011 234 6251 or email -sales@intelligosolutions.com

For a quote and the programme contents and to book your seat.

INTRODUCTION TO F&I workshop



26,27,28 September 2018

INTRODUCTION to F&I Workshop


What is F & I?

F&I is a common term in the automotive industry and is short for Finance and Insurance. 

Most dealerships throughout the country have F&I offices to handle the calculation and paperwork involved with the sale of a vehicle. In addition, the F&I office provides consumers an opportunity to purchase ancillary products, such as e.g. vehicle service contracts or a maintenance program sold in conjunction with the sale of a vehicle.

The primary function of the F & I is to maximize the overall profitability of the sales through promotion of value added products and services.

A professional F & I must make sure that the entire dealership understands where F&I function fits in the bigger picture for total profitability, and develop a set of optimum circumstances in which F& I productivity can flourish.  

The INTELLIGO Solutions programme incorporates the FAIS Fit and proper requirements of the; 
FETC: Retail Insurance Qualification SAQA ID 66609 at Level 4 minimum of 140 credits and the Unit Standard 259882 in this programme will award you with 12 credits towards the FETC: Automotive Sales and Support Services Certificate 64289 Level 4. 

What is the minimum entry level learning requirement to enrol? Grade 12

On achievement the learner will be able to;

  • Advise customers on vehicle Finance options.
  • Complete an application for financing a vehicle
  • Settle an outstanding amount of money owed to a bank, on behalf of a customer
  • Adhere to relevant finance legislation.
  • Demonstrate an understanding of "add-on sales". 
  • Commence Career as an Assistant F&I.




Enrol now call us on 011 234 6251 or email sales@intelligosolutions.com


Workshop venue:  45 Homestead Road, The Avenues Office Park, Syringa Office Block,
Rivonia, Sandton