Finance First Training and Events

Training and events

Learn the process live. Take it home to your team.

Live, in-person workshops across Canada, plus a community and online courses that keep your whole team on process between events.

Reserve My SeatBook Kim to speak

Live workshops

Three workshops. One process.

Every workshop teaches the Finance First 10-step process from the seat you sit in. Pre-approval before selection. Then Smart Match™ the approval to what fits the customer.

Dealers and managers

Leadership Day

Set up the Finance First department, the tools and the 10-step process so your whole store sells the same way.

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Sales professionals

Sales Professionals Day

Stop selling the vehicle first. Learn to meet, interview and serve the buyer so customers relax and deals hold.

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Finance managers

Non-Prime Finance Manager Program

Pre-approval, structuring and Smart Match™ for customers with less-than-perfect credit, so more people get approved the right way.

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Between events

Stay on process every week.

Community

The Finance First community

Ask questions, share wins and learn with other dealers and sales professionals who sell finance first.

Join the community
Online courses

On-demand training

About 300 training videos, plus the scripts, tools and templates for all ten steps, inside your Finance First login.

Ask about online courses
Kim MacPherson

Speaker

Bring Kim to your event.

Keynotes and breakout sessions on selling finance first, serving customers with less-than-perfect credit, and building a process your whole store follows.

  • Speaker at F&I Conference & Expo (Las Vegas) and the Auto Re-marketers Conference
  • Podcast guest on The Dealer Playbook and Dealer Talk & Car Girls
  • In automotive since 1996, training teams since 2002
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From people who took it

What attendees say.

“Yours was by far the best course I’ve been to. I started working my old sub-prime deals the way you taught me — and BAM! It worked. I’ve since closed 6 more deals!”Holly Manders · F&I
“Kim’s classroom training and hands-on approach were extremely beneficial. We became much better at qualifying customers — more efficient, and more profitable.”Paul Doiron · GSM
“She really is Canada’s leader in coaching and training in non-prime auto finance. She walks the talk and is always current.”Dave Baker · Private Lender & Advocate

Reserve your seat

RSVP for the next event in your area.

Tell us where you are, what you do and what you want to gain. Choose a workshop, a speaking request or online courses. We will call you and plan the next step.

RSVP for the next event in your area

About two minutes. A real person follows up.

What do you sell?
What do you want to gain from Finance First training?

No pressure and no obligation. We never sell your information.

Know before you show.

Join a live workshop and take the process home to your team.

Talk with usGet the Blueprint

Know before you show.