F&I Management Training for Auto Dealerships

Kairos Performance Group is an F&I management training and agency partner for franchise and independent dealerships. We train finance & insurance managers in the store: compliance, menu selling, product knowledge, lender placement, and the process that grows per-vehicle revenue without burning trust with customers.

Talk through your F&I desk

How we coach

Weekly one-on-one coaching on live deals.

F&I does not improve in a seminar. It improves in weekly one-on-one coaching, deal by deal, until the process is habit.

F&I desk with deal jackets under a work lamp
Every week

Weekly one-on-one coaching

Weekly one-on-one coaching with each F&I manager on live deals. Real deal jackets, real numbers, real correction.

In the store

In-store desk coaching

We work the desk beside your team on live deals, then debrief in the weekly one-on-one so the fix sticks.

Between visits

Ongoing support

Deal reviews, remote coaching, and the Kairos LMS so your managers keep sharpening between visits.

What we train

The F&I program, module by module.

Compliance-First Process

Menu flow and disclosures built on the Red Flags Rule, Reg Z/B, and honest presentation, so deals close clean.

Clean deal jackets

Menu Presentation

A structured menu the customer can follow, and the F&I manager can repeat.

Repeatable process

Product Knowledge

VSC, GAP, tire and wheel, key replacement, appearance, and ancillary products, positioned honestly.

Honest product talk

PVR Growth

Menu, objections, and lender placement that lift per-vehicle revenue without burning the customer.

Higher PVR, lower chargebacks

Manager Development

Weekly one-on-one coaching for new and emerging F&I managers, from desk mechanics to leadership, recruiting, and retention.

Weekly one-on-one coaching

Field coaching is backed by the Kairos LMS (100+ leadership and operating-system videos).

See how we train compliance →

Outcomes

What changes inside the store.

We don't sell theory. Every engagement is measured by what shows up in the deal jacket and on the financial statement.

  • Higher PVR with lower chargebacks
  • Faster, cleaner deal flow
  • Compliant, defensible processes
  • Stronger lender relationships
  • F&I managers who stay - and grow
  • Dealer principals who get their time back

FAQ

F&I management training questions.

What does an F&I management training program cover?

Our F&I management training covers compliance (Red Flags Rule, Reg Z and Reg B, disclosure), menu presentation, product knowledge across VSC, GAP, tire and wheel, key replacement and appearance, lender placement, objection handling, and the daily reporting that keeps per-vehicle revenue moving.

How is Kairos different from a traditional F&I agency?

Most agencies lead with products. Kairos Performance Group leads with training and accountability. We work in the store with your finance managers and leadership, then use Overdrive - Your Dealership Operating System to keep the process running after we leave.

Do you help F&I managers prepare for AFIP certification?

Yes. We prepare finance managers for AFIP certification by building the federal and state compliance knowledge into everyday deal process, so the certification reflects how your team actually works.

Is training on site or remote?

Both. Engagements typically combine in-store F&I training and deal reviews with ongoing remote coaching, video modules, and leadership planning sessions.

How quickly do dealerships see results?

Most stores see measurable movement in per-vehicle revenue, product penetration, and deal turnaround within the first 60 to 90 days, because the work is measured in the deal jacket and on the financial statement.

Talk through your F&I desk

Looking for the leadership side of the business? See Overdrive - Your Dealership Operating System for dealership management.

What Others Are Saying

“Working with the Kairos team has been a game-changer for our dealership group. Ryan and his team brought clarity, structure, and accountability through the Overdrive OS framework. We’ve seen measurable improvements in team performance, employee retention, and overall dealership profitability. If you’re a dealer principal serious about scaling your business and building a high-performing leadership team, Kairos is the real deal.”
Andrew Habberstad
Andrew Habberstad
Habberstad BMW