Principles of Training

At Innovation Financial Services, we are committed to elevating the expertise and ethical standards of the finance and sales industry. Our suite of training programs is meticulously designed to cater to various learning needs, ensuring that your team is well-equipped to excel in today's competitive market.

Training Courses

  • Principles of Finance University

    Dive into the world of finance with our flagship 2-day course. This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions. It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.

  • AFIP Certification Bootcamp

    Elevate your ethical standards with our intensive 2- day AFIP Certification Bootcamp. This course focuses on ethical F&I practices, equipping participants with the skills to navigate the complexities of finance and insurance with integrity. AFIP Certification is the MBA of the F&I profession!  

  • On-Site F&I Training

    Our on-site F&I training is designed to meet your dealership where it is—and take it to the next level. Whether you need foundational compliance training or advanced performance coaching, our team delivers hands-on, in-store sessions that drive real results. With flexible training tiers and customized content, we help your team improve product presentation, build trust, and increase profitability.

    Ready to train your team with purpose? Let’s build your plan.

Upcoming Training

  • Principles of Finance University - Specialty (Florida)

    October 22-23, 2025
    Florida
    $495 per student

    Dive into the world of finance with our flagship 2-day course.

    This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.

    It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.

    Register

  • Principles of Finance University - Specialty

    November 5-6, 2025
    Woodlands, TX
    $495 per student

    Dive into the world of finance with our flagship 2-day course.

    This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.

    It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.

    Register

  • Building a High-Performance Culture – Creating Accountability, Motivation, and Teamwork

    October 21, 2025, 12:00-2:00pm
    Woodlands, TX
    Complimentary

    This training equips dealership leaders and managers with the tools to build and sustain a culture that drives results. A high-performance culture doesn’t happen by chance—it’s built through clear expectations, consistent accountability, and a team environment where motivation thrives.

    Participants will learn how to:

    Define and communicate a compelling vision that aligns the entire dealership.

    Establish accountability systems that encourage ownership and responsibility at every level.

    Motivate individuals and teams through recognition, coaching, and goal setting.

    Foster collaboration across departments (Sales, F&I, Service, BDC) to eliminate silos and improve efficiency.

    Create a positive workplace culture that reduces turnover and increases engagement.

    Register

  • Effective Lead Management

    October 28, 2025, 10:00am-12:00pm
    Woodlands, TX
    Complimentary

    In today’s competitive market, effective lead management is the difference between missed opportunities and consistent sales growth. This training empowers sales professionals to maximize every lead—whether from the internet, phone, walk-in, or referral—and turn them into lasting customer relationships.

    Participants will learn how to:

    Respond to leads quickly and professionally to increase appointment conversion.

    Use the CRM effectively to track, organize, and follow up with prospects.

    Apply proven 30-60-90 day follow-up processes to keep leads engaged.

    Ask the right questions to uncover customer needs and buying motivations.

    Transition leads smoothly from digital/phone interactions to in-store appointments.

    Maintain persistence without being pushy, building trust and credibility.

    Register

  • Principles of Finance University - Auto

    December 9-10, 2025
    Woodlands, TX
    Complimentary

    Dive into the world of finance with our flagship 2-day course.

    This comprehensive program, open to industry professionals, provides a hands-on training approach that allows attendees to learn while they practice new and innovative solutions.

    It will cover compliance, deal structure, creative finance solutions, funding capitalization and much, much more delivered by some of the automotive industry most tenured BEST Trainers.

    Register

Interested in attending a Principles of Training course or have questions?

Click on the “Contact Us” button, complete the form, and one of our IFS Team Members will reach out with more information.

Contact us for more info!