FNI Mastery Course
Have you ever wondered what it takes to become a fully qualified, FAIS-compliant Finance and Insurance (F&I) professional in South Africa?
Our training programme is designed for individuals who are currently F&I assistants, those aspiring to become F&I professionals, or anyone already working in the field who wants to enhance their skills.
Our Training Program Covers the Following:
Steps on how to become fully qualified, trades of a brilliant business manager, and the role within the dealership, including the handover process. Protecting your dealership and ethics as a business manager.
Understanding the documents on the dealership floor: OTP, Invoice, Settlements, and Natis Control Slide.
What is important BEFORE submitting applications for finance? Understanding Equity, Affordability, and Stability (Bank Score Cards). How to read a bank podium, taking your declined deals into approved deals. Understanding ITC scores and bank scores. Validation process with banks. Debit order dates. Explaining bank contracts, pre- and final agreements. Fixed and linked rates.
Types of legal entities. Documents required for business applications. Beneficiary declarations.
Understanding NCA, FAIS Act, FIC, FIC Reporting, Compliance Officer, CPA, Compliance: ROA, FIC, Due Diligence & TCF. Fraud training. Split invoices.
What is APU? Selling techniques (various). Overcoming objections. Using packages to sell VAPS and increase your backend. What is a Balloon Payment?
Steps on how to become fully qualified. Personal development: The Power of the Mind, The Language We Use, and Goal Setting.
The course is
conducted online
The course is not INSETA accredited; however, tests are completed, and certification is issued upon successful completion.
R2,500 per person
(Payable over the 5-week period, with 30% deposit upfront).
Enrol Here
Fill out the form and one our FNI members will contact you!
