
6 Lessons

Introduction to Cargo Risk Management and Insurance
- Understand the difference between physical and financial risks to cargo, and be able to list several examples of each
type of risk - Identify four basic risk management steps that a shipper and/or their freight forwarder or other transportation
intermediary should always take to minimize cargo losses and damage - Identify and describe the basic characteristics and sections of a marine open cargo policy

4 Lessons

Import – Customs Broker Responsibilities & Transactions
- Explain the function and importance of an arrival notice
- Identify the various locations where customs clearance may be accomplished
- Name two things a customs broker does to initiate a customs clearance transaction

3 Lessons

Basics of U.S. Imports
- Qualifications to act as a U.S. importer
- Legal obligations of an importer
- Services included within the meaning of “customs business”

2 Lessons

Customs Broker’s Role in Supply Chain and Beyond
- Define the meaning of “informed compliance” under the U.S. Customs Modernization Act of 1993
- Explain the benefits a customs broker may achieve by networking with other brokers and forwarders around the world
- Describe the key factors that should encourage customs brokers to develop more consulting business with importers

5 Lessons

Basics of Air Cargo Transport
- Understanding the advantages and disadvantages of using airfreight
- Understanding which type of shipments justify air freight
- Time and cost comparisons for air freight

6 Lessons

Basics of US (FMC) Regulation of Ocean Cargo Transportation
- Key ways in which “OSRA 22” increased FMC regulation over shipping lines and ocean cargo terminals
- FMC requirements for NVOCCs to ship cargo through U.S. ports
- Adverse consequences that a forwarder found in violation of regulations may face, including FMC fines and sanctions

5 Lessons

Basics of Ocean Cargo Transport
- Benefits of containerization in shipping
- Types of intermodal containers and chassis
- Contemporary container ship itineraries

3 Lessons

Basics of Supply Chain Logistics and Security
- The meaning and importance of supply chain “visibility”
- Functions of supply chain management (SCM)
- The meaning of “third-party logistics” (“3PL”)

4 Lessons

Basics of Import-Export
- Reasons to export and import
- Essentials for an export-import transaction
- International “delivery terms”

5 Lessons

Cargo Transportation Math – Calculations Used in Cargo Transportation
- How to calculate container cube utilization
- Understand the significant difference between static and dynamic weights, and how this impacts transportation load planning
- Understand the difference between weight (mass) and density

4 Lessons
IATA Cargo Agent Requirements and Processes
- IATA cargo agent description and requirements
- Understanding and IATA air waybill vs. a house air waybill
- Cargo acceptance and inspection procedures

7 Lessons
Airfreight Forwarder Organizational Structure
- Principles of air forwarder customer service
- Air forwarder origin station responsibilities
- Functions of an air cargo terminal including physical cargo handling

5 Lessons
Airfreight Forwarder Services and Relationships
- Overview of the air forwarding process
- Understanding extended logistics services
- Understanding the cargo pricing relationship

5 Lessons
Air Waybill Information Fields
- Air Waybill Information Fields
- Correct input into an air waybill
- Distribution of air waybills

2 Lessons
Basics of Air Waybills
- Basics of air waybills
- Preparation and issuance of air waybills
- Review of air waybill functions

1 Lessons
Shipper and Air Carrier Responsibilities and Liability
- Liability and responsibilities for different parties in air shipment.
- Detailed protocols that govern air shipment.

2 Lessons
Types of Air Cargo Carriers & Shipment Costs
- Direct and indirect air cargo carriers defined and explained
- Different kinds of contracts involved in air shipments
- Understanding air cargo tariffs

5 Lessons
Basics of Air Cargo Transport
- Understanding the advantages and disadvantages of using airfreight
- Understanding which type of shipments justify air freight
- Time and cost comparisons for air freight

2 Lessons
Ocean Forwarder Fees, Charges, and Compensation
- FMC prohibition against an ocean forwarder sharing its fees with an unlicensed party
- What entitles a forwarder to earn and accept “forwarder compensation” from an ocean carrier
- FMC prohibition of rebating “forwarder compensation” to a shipper

3 Lessons
Ocean Forwarder Liability & Relationships With Carriers
- International rules governing ocean carriage and carrier liability
- How cargo insurance addresses a shipper’s risk of loss, door-to-door
- Understand the unique “sea adventure” shared risk relationship between a shipper and an ocean vessel operator

3 Lessons
Shipper-Ocean Forwarder Relationships & Responsibilities
- Basic forwarder responsibilities as agent of the shipper
- Why it is good practice to have a comprehensive written agreement between a forwarder and shier covering terms and conditions of service
- Shipper and forwarder responsibilities under U.S. Foreign Trade Regulations and Export Administration Regulations

6 Lessons
Basics of US (FMC) Regulation of Ocean Cargo Transportation
- Key ways in which “OSRA 22” increased FMC regulation over shipping lines and ocean cargo terminals
- FMC requirements for NVOCCs to ship cargo through U.S. ports
- Adverse consequences that a forwarder found in violation of regulations may face, including FMC fines and sanctions

2 Lessons
Ocean Cargo & Multimodal Transportation
- Meaning of “through” cargo transportation
- Single mode vs. multimodal (intermodal) through transportation
- Benefits of a single through bill of lading

2 Lessons
Ocean Common Carrier Relationships and Competition
- Understand the unique “sea adventure” shared risk relationship between a shipper and an ocean vessel operator
- International rules governing ocean carriage and carrier liability
- How cargo insurance addresses a shipper’s risk of loss, door-to-door

5 Lessons
Basics of Ocean Cargo Transport
- Benefits of containerization in shipping
- Types of intermodal containers and chassis
- Contemporary container ship itineraries

4 Lessons
Cargo Transportation Math – Measurement Conversions
- Computing the cube for shipment of a package, other item of cargo and entire shipment
- Explain the distinction between weight, mass, density and pressure
- Compute average speed, travel time, and time to destination over a multiple segment/multiple mode transportation route

2 Lessons
Cargo Transportation Math – Time Zones
- Why the world is divided into time zones
- The significance of Greenwich Mean Time (GMT), and how things can be used to compute the time difference between
distant time zones - The purpose of Daylight Savings Time, and how this can seasonally affect the difference in time between two distant
locations

2 Lessons
Cargo Transportation Math – Measurement and Currecy
- The definition of quantity which is more technically referred to as the value of something
- The definition of unit of measure: what is it that the value quantifies?
- The set up and computation of a currency conversion for purposes of purchasing foreign exchange

2 Lessons
Key Import Documents
- Functions of a bill of lading
- Commercial invoice requirements and information for entry summary
- Personal and household goods documentation

3 Lessons
Basics of U.S. Imports
- Qualifications to act as a U.S. importer
- Legal obligations of an importer
- Services included within the meaning of “customs business”

3 Lessons
Basics of Supply Chain Logistics and Security
- The meaning and importance of supply chain “visibility”
- Functions of supply chain management (SCM)
- The meaning of “third-party logistics” (“3PL”)

4 Lessons
Basics of Import-Export
- Reasons to export and import
- Essentials for an export-import transaction
- International “delivery terms”

2 Lessons
Basics of Certificates of Origin
- The two purposes of a certificate of origin
- How country of origin of a product is determined, and unavoidable complexity that sometimes arises
- How rules of origin vary based on the destination country and whether a free trade agreement exists between the origin and destination countries

3 Lessons
Basics of Imports
- General sequence of steps in the customs clearance process for imported products
- Adverse consequences an importer may face if customs inspection reveals undocumented items in a shipment
- The commercial documents that are always required by customs authorities for imports

3 Lessons
International Transport Carrier & Transit Cargo Regulation
Destination country objectives for import controls International rules (conventions) that regulate ocean and air transportation Enforcement against violation of trade restrictions and sanctions
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5 Lessons
Cargo Transportation Math – Calculations Used in Cargo Transportation
- How to calculate container cube utilization
- Understand the significant difference between static and dynamic weights, and how this impacts transportation load planning
- Understand the difference between weight (mass) and density

4 Lessons
Cargo Transportation – Carrier Tariffs, Rates & Contracts
- Identify and describe a cargo transportation tariff in terms of its generic purpose and functions
- List the typical types of transportation charges which may be found in cargo transportation tariffs
- Learn the factors that determine cargo transportation rates and overall shipping costs

7 Lessons
Cargo Transportation – Basic Concepts and Issues
- Basic issues a shipper or freight forwarder should always consider before routing cargo and selecting carriers
- Basic understanding of various transportation modes, their advantages, limitations, and comparisons
- Understanding the service and benefits of single source “”door-to-door”” logistics

3 Lessons
Freight Forwarding – Survival Through Innovation and Communication
- Use of Artificial Intelligence (AI) in enhancing speed and quality of decision making in supply chain logistics
- Functions and services that are encompassed under the term “logistics”
- Meaning of “third-party logistics provider (3PL) and benefits this type of relationship offers to 3PL customers

4 Lessons
Functions of Freight Forwarders
- Understand the Functions of a Freight Forwarder
- Develop Expertise in Transportation Modes and Carrier Options
- Leverage Technology for Supply Chain Optimization

6 Lessons
SCPRO: Inventory Management
- Learn to see and monitor inventory levels
- Control and manage inventory effectively
- Maximize efficiency and profitability through proper inventory management

3 Lessons
SCPRO: International Fundamentals
CSCMP SCPro™ International Fundamentals Certificate 3-part course will transform you into that knowledgeable contributor you desire to be.
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SCPRO Assessment
- Gauge employee knowledge gaps in warehousing, transportation, and SCM principles
- Identify gaps in procurement and supply management, manufacturing, and service operations
- Assess understanding of inventory, demand planning, and customer service

7 Lessons
SCPRO: Supply Chain Management Principles
- Learn the concepts of the supply chain and its components
- Understand the flow from raw materials to finished products
- Gain knowledge of the process leading to retail products ready for purchase

5 Lessons
SCPRO: Customer Service Operations
- Learn the management of customer relationships and the role of communication
- Understand customer perceptions and how they impact service
- Recognize the importance of product/service knowledge and quality in customer service

6 Lessons
SCPRO: Demand Planning
- Learn the concepts of demand planning
- Understand the process of planning materials from inbound to manufacturing
- Explore the importance of demand planning in lean inventory and just-in-time manufacturing

10 Lessons
SCPRO: Transportation Operations
- Learn the different types of transportation modes (air, water, rail, pipeline)
- Understand the factors influencing the selection of transportation modes
- Explore the role of each mode in the supply chain

9 Lessons
SCPRO: Warehousing Operations
- Learn key elements of warehousing and its role in the supply chain
- Explore facility configuration, storage, and handling techniques
- Understand performance metrics and customer service considerations in warehousing

7 Lessons
SCPRO: Manufacturing & Service
- Learn the key elements of the operations organization in a company
- Understand the role of operations in managing resources
- Explore the process of converting raw materials into finished products

8 Lessons
SCPRO: Supply Management & Procurement
- Learn how goods and services are ordered through the conversion of purchase requisitions to purchase orders
- Understand the role of the demand planning organization in creating purchase requisitions
- Explore the process of issuing purchase orders to suppliers

SCPRO: Supply Chain Academy
- Designed for high-potential supply chain executives looking to enhance leadership skills
- 4-day intensive program focused on solving today’s biggest challenges
- Facilitated, collaborative environment with peers, innovators, and thought leaders

Customs Brokers and Import Agencies
- Define the meaning of “”admissibility”” in the context of international trade
- Understand the mission(s) of the U.S. Bureau of Customs and Border Protection (CBP)
- Gain awareness of the various types of imported products which are subject to import regulation, restriction and/or U.S.
compliance requirements

Customs Broker and Importer Relationships
- Define the type of relationship which CBP regulations specify exists between a customs broker and importer with
respect to “customs business” - Explain the basic functions and characteristics of a customs bond
- Identify the circumstances under which a customs broker becomes liable to CBP for payment of customs duty
on behalf of an importer

2 Lessons
Customs Broker’s Role in Supply Chain and Beyond
- Define the meaning of “informed compliance” under the U.S. Customs Modernization Act of 1993
- Explain the benefits a customs broker may achieve by networking with other brokers and forwarders around the world
- Describe the key factors that should encourage customs brokers to develop more consulting business with importers

Customs Broker’s Professional Conduct
- Name the five key client satisfaction do’s and don’ts (doing things R.I.G.H.T.)
- Learn how to convey an impression of professional competence and respect
- Describe practical guidelines for interacting with CBP officers and staff

2 Lessons
Customs Broker’s Relationships
- Define the type of relationship which CBP regulations specify exists between a customs broker and importer with
respect to “customs business” - Explain the duty which an agent has to his principle
- Identify items of information a customs broker must ask of the importing carrier or break bulk agent or
determine from the transport document

4 Lessons
Import – Customs Broker Responsibilities & Transactions
- Explain the function and importance of an arrival notice
- Identify the various locations where customs clearance may be accomplished
- Name two things a customs broker does to initiate a customs clearance transaction

2 Lessons
Customs Entry and Cargo Release Process
- Key process steps necessary to initiate a customs broker transaction
- What an importer bond is and when it is needed
- Timeframes for conditional customs release

2 Lessons
ABI System and Imports Subject to Processsing by U.S. Agencies
- What the ABI does
- The relevance of the Customs Automated Commercial Environment (“ACE”) to ABI
- Gain awareness of the various types of imported products that are subject to import regulation, restriction, and/or
U.S. compliance requirements

4 Lessons
Dangerous Goods Overview
- The definition and understanding of what dangerous goods are
- Transportation regulations regarding dangerous goods
- Security threats and terrorism involving dangerous goods

2 Lessons
Import/Export Documents for DG, Animals, Plants, & Other Related Factors
- Why destination country officials may order the arriving transportation conveyance not to unload a shipment that arrives without required product-based documentation.
- The two types of documents that destination country customs authorities will require for clearance of dangerous goods
- Why an exporter and its forwarder should not rely solely on the importer informing as to what product-based import requirements are required for the exporter’s product in the destination country

6 Lessons
Introduction to Cargo Risk Management and Insurance
- Understand the difference between physical and financial risks to cargo, and be able to list several examples of each
type of risk - Identify four basic risk management steps that a shipper and/or their freight forwarder or other transportation
intermediary should always take to minimize cargo losses and damage - Identify and describe the basic characteristics and sections of a marine open cargo policy

7 Lessons
Incoterms Overview
- What Incoterms are, and how they facilitate trade by creating a standard way of dividing obligations between a buyer
and seller under various export-import shipment scenarios - What Incoterms specify and what they do not specify
- How Incoterms divide costs between seller and buyer

3 Lessons
Introduction to Incoterms
- The meaning of various Incoterm codes and how they are grouped for practical application.
- How Incoterms allocate costs, obligations, and the risk of loss or damage between the seller and buyer.
- Responsibility for arranging transportation and the required notices each party must provide under different Incoterms.

5 Lessons
Incoterms Issues and Concerns
- Key trade term citation particulars, including delivery details, applicable Incoterms version, and the impact of initial transport modes and specific terms like “EXW loaded.”
- Passage of risk and responsibilities under EXW, “F,” “C,”” and “D” terms, including differences between FCA origin and other points, and the implications of buyer delays.
- Seller and buyer obligations under each Incoterm, focusing on risk transfer, delivery points, and customs clearance responsibilities.

4 Lessons
Incoterms Matrices and Troubleshooting
- Using detailed matrices to increase awareness of the numerous obligations and costs in accomplishing transportation
and delivery of goods under various shipping circumstances - Gaining a more detailed understanding of respective seller and buyer costs under each trade term using various
transportation modes - Applying what you have learned about respective seller and buyer obligations and costs under various trade
terms and transport modes

5 Lessons
Essentials of Country Requirements & Incoterms
- Preview of Incoterms (“Trade Terms”)
- Destination country import requirements
- Responsibility for arranging transportation

4 Lessons
U.S. Domestic Bill of Lading (Using Text)
- Understand the fundamental role and functions of the Bill of Lading (BOL) in both inbound and outbound logistics.
- Optimize logistics operations by effectively managing and utilizing the Bill of Lading.
- Navigate regulatory and compliance requirements associated with the Bill of Lading, including potential issues that can arise from incorrect usage.

4 Lessons
U.S. Domestic Bill of Lading (Using Video)
- Understand the fundamental role and functions of the Bill of Lading (BOL) in both inbound and outbound logistics.
- Optimize logistics operations by effectively managing and utilizing the Bill of Lading.
- Navigate regulatory and compliance requirements associated with the Bill of Lading, including potential issues that can arise from incorrect usage.

Geography for Logistics
- Gain a well-rounded understanding of world geography from a logistics perspective.
- Become better equipped to make informed decisions, optimize routes, and contribute to your organization’s strategic planning in the realm of international trade.
- Build the geographical knowledge essential for success in the global logistics industry.