Certification
Sales Specialist Certification
Role: Sales Professional
Content: Essential information every salesperson must have before representing the dealership to customers, including statutory and regulatory requirements pertaining to credit apps and decisioning, safeguards, cash reporting, ethics, sexual harassment and discrimination.
Role: Sales Professional Content: Essential information every salesperson must have before representing the dealership to customers, including statutory and regulatory requirements pertaining to credit apps and decisioning, safeguards, cash report...
Course content
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Lesson ACE: Cash Reporting
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FinCen Form 8300, Cash, and Suspicious Transactions
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Checkpoint 1
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Related Transactions
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Checkpoint 2
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Responsibilities, Penalties, and Best Practices
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Summary
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Lesson ACE: Credit Applications (Part 1)
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Introduction to Credit Applications
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Checkpoint 1
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Gross and Net Income
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Checkpoint 2
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Questions About Income
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Checkpoint 3
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Signature Issues
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Checkpoint 4
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Customer Copy & Proof of Income
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Summary
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Lesson ACE: Credit Applications (Part 2)
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Additional Income
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Checkpoint 1
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Straw Purchases
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Checkpoint 2
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Fraudulently Altering Income
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Checkpoint 3
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Fake Proof of Income
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Summary
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Lesson ACE: Equal Credit Opportunity Act
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Purpose of the Act
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Checkpoint 1
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Other Implications of the Act
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Checkpoint 2
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Applicant and Creditor Rights
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Checkpoint 3
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Applicant Notifications
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Summary
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Lesson ACE: Ethics
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The Golden Rule
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Checkpoint 1
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Your Character
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Checkpoint 2
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What's Our Purpose?
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Summary
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Lesson ACE: Fair Credit Reporting Act
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Accuracy and Privacy in Consumer Reports
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Checkpoint 1
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Proper Use of Consumer Reports
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Checkpoint 2
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Denying Credit and Best Practices
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Summary
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Lesson ACE: FTC Privacy Rule
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Requirements and Privacy Notices
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Checkpoint 1
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Consumers and Customers
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Checkpoint 2
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Best Practices
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Summary
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Lesson ACE: FTC Used Car Rule
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Overview
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Checkpoint 1
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The Used Car Buyers Guide
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Checkpoint 2
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Warranties
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Checkpoint 3
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Other Requirements and Penalties
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Summary
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Lesson ACE: Red Flags Rule (Part 1)
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What is a Red Flag?
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Checkpoint 1
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What Actions Does the Rule Require?
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Checkpoint 2
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Identity Theft Prevention Program
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Summary
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Lesson ACE: Red Flags Rule (Part 2)
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Developing an Identity Theft Prevention Program
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Checkpoint 1
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Covered Accounts
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Checkpoint 2
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Alerts and Notifications
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Checkpoint 3
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Suspicious Documents & Information
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Checkpoint 4
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Notices of Identity Theft
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Summary
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Lesson ACE: Red Flags Rule (Part 3)
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Identity Theft Prevention Program
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Checkpoint 1
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Suspicious Activity and Documentation
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Checkpoint 2
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Detecting Discrepancies
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Summary
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Lesson ACE: Red Flags Rule (Part 4)
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Responding to Red Flags
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Checkpoint 1
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Clearing Red Flags
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Checkpoint 2
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Unresolved Red Flags
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Summary
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Lesson ACE: Red Flags Rule (Part 5)
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Mitigating Identity Theft
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Checkpoint 1
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Data Breach Incident Response
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Checkpoint 2
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Who to Notify
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Checkpoint 3
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What to Include in Your Notice
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Checkpoint 4
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Identity Theft Recovery Services
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Summary
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Lesson ACE: Red Flags Rule (Part 6)
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Service Provider Oversight
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Checkpoint 1
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Effective Oversight
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Checkpoint 2
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Service Provider Contracts
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Summary
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Lesson ACE: Red Flags Rule (Part 7)
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Training and Periodical Updates
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Checkpoint 1
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Elements of a Program Review
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Summary
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Lesson ACE: Safeguards Rule (Part 1)
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Non-Public Information
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Checkpoint 1
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Recognizing NPI
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Checkpoint 2
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Employee Responsibility
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Checkpoint 3
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Computer Network
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Checkpoint 4
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Internet Safety
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Summary
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Lesson ACE: Sexual Harassment and Discrimination
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Introduction
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Legal Overview
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Checkpoint 1
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What is Sexual Harassment?
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Checkpoint 2
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Examples of Conduct
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Checkpoint 3
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The Complaint Process
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Checkpoint 4
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Protected Classes
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Checkpoint 5
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Discrimination in the Workplace
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Summary
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Lesson Sales Specialist | Study Guide
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Exam Study Guide
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Lesson Sales Specialist | Certification Exam
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ACE: Sales Specialist Certification | Exam
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