F&I Fundamentals – Master Series Workbook by Rebecca Chernek is a professional automotive F&I training workbook focused on finance and insurance fundamentals for today’s dealership environment. The book provides structured guidance on dealership finance and insurance processes, including deal flow, documentation, lender considerations, menu presentation fundamentals, and F&I compliance awareness.

The workbook also integrates modern desking guidelines for automotive dealers, highlighting the importance of desk and F&I alignment, automotive deal structuring, and consistent processes that support cleaner funding and operational efficiency. Practical exercises are included to support F&I manager training, sales manager training, onboarding, and in-dealership workshops.

Designed for F&I managers, sales managers, desk managers, and automotive retail professionals, F&I Fundamentals serves as a practical reference for automotive finance training, F&I fundamentals, and desking for the modern retailer.

F&I Fundamentals

Workshop & In-Dealership Training Course

• Compliance
• BDC/F&I Analysis
• Deal Structure
• Reading a Credit Report
• Lender Management and Relationships
• CIT and Funding
• Report Management
• Interview
• Credit Interview
• Product Knowledge
• Menu Presentation
• Menu Template/Design for Profit
• Digital Menu Presentation
• eContracting - Dealertrack and RouteOne
• Overcoming Objections
• Online Presentation
• Online to In-dealership Alignment
• Cash and Credit Union Conversions
• Leadership Skill

CONTACT BECKY CHERNEK at 866-894-1899 today to book training! Courses are also available through Live-Webinar!