Finance Training

Modern finance training focused on deal structure, lender alignment, compliance, and sustainable profitability.

Premier Event Sales Training programs are built around structured performance standards designed for today’s lending and regulatory environment. Finance discipline influences lender confidence, compliance exposure, and overall dealership profitability.

Programs

New Finance Manager

A 5-day, on-site immersion (Tuesday through Saturday) built for anyone stepping into the finance office for the first time — whether promoted from sales or hired in fresh. There’s no substitute for learning in the chair, on your own floor, working real deals as they come through the door.

The week covers deal structure, lender relationships, and the documentation discipline that determines whether a deal funds cleanly or stalls — but everything ties back to one core discipline: the 5 C’s of Credit.

Character — the borrower’s track record and reliability

Capacity — the ability to repay, measured against real income and obligations

Capital — what the borrower brings to the deal

Collateral — the vehicle securing the loan

Conditions — the terms of the loan and the surrounding economic context

Every approval, every decline, and every structure decision runs through these five lenses. By Saturday, a new finance manager isn’t just trained on paperwork — they’re trained to think the way an underwriter thinks, before the deal ever leaves the store.

Finance Director

The same 5-day, on-site format — Tuesday through Saturday — built for finance managers stepping into leadership, and for existing directors sharpening their edge. The room often holds both at once, and the program adapts to meet each person where they’re at.

Coaching the team — developing the finance managers underneath you, not just closing your own deals

Portfolio-level performance — managing deal mix and lender relationships across volume, not one file at a time

Compliance oversight — protecting the department, not just the individual deal, from the documentation gaps that create exposure

The 5 C’s of Credit still anchor everything. The shift is in altitude: from reading one borrower to reading an entire office’s risk, performance, and discipline — and building the systems that keep it that way after training ends.

Subprime Finance Strategy

The same 5-day, on-site format — Tuesday through Saturday — focused specifically on the segment of the business where most finance offices lose the most deals: subprime and near-prime.

This is where the 5 C’s of Credit get put under the most pressure. A thin file, a bruised credit score, or a marginal capacity-to-income ratio doesn’t mean a deal is dead — it means the structure has to work harder. Subprime Finance Strategy covers the full deal lifecycle that separates a fundable file from a declined one:

Approval criteria — reading a subprime file the way a lender will, before it ever gets submitted

Lender-specific requirements — understanding what each lender actually wants to see, and structuring deals accordingly rather than guessing and resubmitting

Documentation standards — income verification, employment confirmation, and the paper trail that keeps an approval from unraveling at funding

Most stores treat subprime as the deal nobody wants. This program treats it as what it actually is: a structure problem with a repeatable solution — and the segment with the most recoverable gross profit sitting on the table.

Course Objectives

Deal structure clarity and lender alignment
Documentation discipline that reduces compliance risk
Improved approval rates and cleaner funding
Stronger hand-offs between sales and finance
Sustainable, defensible profitability

Ready to Strengthen Your Finance Department?

Whether you’re building out a new finance manager or sharpening an experienced director’s edge, training begins with a practical conversation about your dealership’s current structure and goals.