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F & I Customer Service Course – Treating customers fairly made easy

The most valuable resource of a dealership is not its products – without customers there are no sales. If everyone in the business works as part of a unified team, where the focus is on the common objective of satisfying customers’ needs and constantly striving for a customer-centric goal driven environment, profitability, as well as retention and referrals, will rise.

A newly developed course on Automotive Finance and Insurance – Customer Service, from Moonstone Business School of Excellence (MBSE), provides employees at an Automotive Dealership the required insights into the various customer service opportunities at a Dealership, as well as help the Dealership derive an increased income as a result of happy customers who purchase vehicles and take up appropriate products offered by the Dealership Finance and Insurance department.

Key topics included in the course:

1. Who are the Customers?
2. Legislative and Basic Business Ethics
3. Customer Expectations

Course outcomes:

After completion of this course you will be able to:

Understand the need to build meaningful relationships with all customers, and the importance of each relationship in the profitability and sustainability of the dealership.
Understand the “why” and “how” of compliance within the financial world in which the Finance and Insurance manager (or office) operates and the importance of maintaining professional and ethical principles when offering customer service.
Understand the purpose of meeting customer expectations by creating interactions that will ensure difficult situations are resolved to everyone’s satisfaction.

Who should attend?

Representatives in the automotive industry and financial advisors who offer similar products.


This course has been approved for 1.5 FSCA CPD hours.

Click here for more information.

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