| 1. | Complete the Vision of F&I's web-based certification. There are 6 modules that require a score of 90% to pass. | Mandatory |
| 2. | Outline a one year F&I Career Building Goal-Setting Plan. | Mandatory |
| 3. | Maintain the F&I Manager's Time Management Weekly Planner for 60 days. | Mandatory |
| 4. | Conduct 3 Dealership Sales Meetings with completed exercises. | Mandatory |
| 5. | Complete the AFIP Certification Course from AFIP. (The cost through The Vision of F&I is $595) | Recommended |
| 6. | Achieve a Dollars per Retail Unit Goal for 3 Consecutive Months as established by the dealer. | Mandatory |
| 7. | Deliver a Minimum of 500 documented retail deliveries. | Mandatory |
| 8. | Cultivate 2 new lender relations or reestablish strong contact with an existing lender. | Recommended |
| 9. | Attend an outside training seminar through The Vision of F&I or another professional trainer. | Mandatory |
| 10. | Establish a Secondary Finance Program within the dealership. | Recommended |
