Course Schedule
All IntelliTrainingTM interactive courses are conducted by a real-time instructor on-line. The courses are designed to last approximately 60 minutes and are held on Wednesdays and Thursdays only--with three scheduled classes each day. After enrollment, you will be sent instructions for joining the course and given the link to download class handouts. The formal course presentation will begin approximately 15 minutes after the stated course time to account for technical delays in joining the webinar. After each course a course outline will be sent along with a 20 question quiz. Both your initial score and final passing score are recorded. After completion of all courses (W105 and M103 not required) with passing grades on each quiz, you will be eligible to take a final certification exam. Students who successfully complete the final certification exam will receive a framed certificate.
Note: The schedule is designed so that all U.S. time zones can complete the entire curriculum at 9:00 a.m. local time before the peak business day starts. Eastern time zone classes are 9:00 a.m. each Thursday local time. Central time zone classes are 9:00 a.m. local each Wednesday. Mountain time zone classes are 9:00 a.m. each Thursay local time. Pacific time zone classes are 9:00 a.m. local each Wednesday. Students may enroll for any posted class times and are not limited to their time zone targeted classes.
You must be a subscriber to IntelliMenuTM or IntelliCamTM to sign-up for training. If you wish to subscribe please Click here to go to our pricing page or give us a call at 1-800-258-1458. Subscribers enjoy unlimited participation rights in scheduled courses subject to space available.
All course times listed are Eastern Time Zone. You must enroll before 5:00 p.m. Eastern time on the day before the scheduled training to ensure that course materials and instructions can be sent and downloaded prior to class.
Note: New courses and course times are added by the 25th of each month for the following month. A new course schedule will be released September 1, 2011 for the remainder of the year.
| M101 | Basic Menu Selling | |
| This course provides a road map for using the interview menu selling process with retail customers. Participants will learn to effectively interview customers and present an F&I menu ensuring that 100% of customers are presented with 100% of F&I products 100% of the time. | ||
| M102 | Advanced Menu Selling | |
| Overcoming objections through the use of visuals. Learing how to get a product "bump" | ||
| M103 | Mechanics of the Intellimenu | |
| This course will review the operation and features of the Intellimenu | ||
| W101 | Introduction to F&I | |
| This course is designed to provide the new F&I manager with a basic framework for operating the business office. Basic responsibilities of the office, proper TOs, and the types of consumer purchases (installment, revolving, cash, and leasing (if applicable)) are discussed. Also summarized are the must know legal and disclosure issues that impact the office: OFAC, Form 8300, privacy laws, and the importance of proper disclosures. | ||
| W103 | Fundamentals of Credit Analysis | |
| This course covers the four C's of credit analysis, reviews the meaning of Beacon scores and other credit industry scoring tools. Also discussed is how to foster effective lender relationships, rehashing credit declines, and types of credit offerings. | ||
| W104 | Legal Issues in F&I | |
| This seminar reviews the impact of important federal laws and regulations on compliant F&I office operations. Legislation reviewed includes the Fair Credit Reporting Act, Regulation Z (Truth in Lending), Regulation B, Equal Credit Opportunity Act, the Magnuson Moss Warranty Act, and common state disclosure regulations. | ||
| W105 | Dealership Legal Issues | |
| This seminar is recommended for dealers and sales managers as well as F&I personnel. Covered is legislation that impacts the entire dealership, including the Patriot Act, OFAC Compliance, Privacy Safeguards, The FACT Act, Arbitration issues, and common state regulatory issues affecting dealers. | ||
| W201 | Credit Insurance Products | |
| This course reviews the basics of credit insurance to include licensing requirements, types of credit life products and disability insurance, and how to effectively present insurance products to the retail customer. | ||
| W202 | Advanced F&I Products | |
| This seminar reviews types of F&I products to include common levels of coverage, types of insurance coverage to look for, and effective consultative selling techniques. Products reviewed include mechanical breakdown protection, maintenance plans, theft product warranties, GAP, and road hazard products. | ||