International Freight Forwarding and Documentation Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Freight Forwarding Executives, Import and Export Coordinators and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-LD-307

Before you join: Participants should understand basic purchasing, logistics, import, export or customer service processes and be comfortable working with invoices, order data and shipment information.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

International freight movements fail or incur avoidable cost when commercial terms, transport instructions, customs data and carrier documents do not match. A missing certificate of origin, incorrect commodity code, unsuitable bill of lading instruction or poorly defined Incoterms® rule can delay clearance, create demurrage exposure, prevent payment under a letter of credit or transfer liability unexpectedly. Freight forwarders and shipper logistics teams must coordinate multiple parties while maintaining accurate records and clear customer communication.

This course develops the practical knowledge required to plan, price, book, document and control international shipments. Participants work through the freight forwarding operating cycle: cargo assessment, routing, modal selection, Incoterms® 2020 allocation, freight quotations, export and import customs procedures, transport documentation, payment documentation, cargo insurance, dangerous goods controls, claims and performance management. The course addresses sea freight, air freight, road, rail and multimodal movements, with particular attention to the interfaces between shippers, forwarders, carriers, customs brokers, banks, insurers and consignees.

Short instructor briefings establish the rules and terminology, followed by document reviews, shipment cases, group problem-solving, simulations and structured application planning. Participants progressively build a shipment file from customer enquiry through delivery, including a route plan, quotation, document pack, compliance checks and exception controls. They leave with reusable templates and checklists that can be adapted to their organisation’s lanes, cargo types and customer requirements.

The course is suited to professionals who already work with imports, exports, purchasing, logistics, customer service or freight operations and need stronger control over forwarding decisions and documentation quality.

What you will be able to do

  • Plan international shipments using modal selection, routing criteria and milestone controls
  • Apply Incoterms® 2020 rules to allocate cost, risk, delivery and documentary responsibilities
  • Prepare commercial, transport, customs and payment documents for international consignments
  • Calculate freight quotations using chargeable weight, tariff structures, surcharges and accessorial costs
  • Classify goods using HS coding principles and identify customs, origin and licensing requirements
  • Review bills of lading, air waybills and letters of credit for documentary discrepancies
  • Manage freight exceptions, cargo claims and customer communications using documented escalation processes
  • Produce a complete international shipment plan and document pack for a defined consignment

Benefits of attending

For you

  • Prepare shipment documents with fewer omissions and contradictory instructions
  • Interpret freight quotations and challenge unexplained carrier or forwarder charges
  • Apply Incoterms® rules confidently during supplier and customer discussions
  • Identify documentary risks before cargo reaches customs or the bank
  • Build a credible shipment file for promotion into forwarding or trade operations roles

For your organisation

  • Reduced clearance delays caused by incomplete or inconsistent shipment documents
  • Improved freight cost visibility through structured quotation and surcharge review
  • Fewer disputes over delivery obligations, cargo risk and additional charges
  • Stronger controls for customs declarations, origin claims and restricted goods
  • More consistent customer updates, exception escalation and carrier performance monitoring

Course modules

20 modules over 10 days

Participants can explain the forwarding operating model and define responsibilities across a shipment.

  • International trade flows, parties, cargo types and forwarding service boundaries
  • Forwarder roles as agent, principal, NVOCC and logistics integrator
  • Shipper, consignee, notify party and endorsee responsibilities distinguished
  • Physical, documentary and financial flows mapped from order to delivery
  • Stakeholder handoffs between exporter, carrier, broker, bank and insurer
  • Service scope statements aligned with customer instructions and liability

Participants can assess cargo characteristics and specify suitable packing and handling requirements.

  • Cargo dimensions, gross weight, volume and stowage factor calculations
  • Chargeable weight determined for air freight and consolidated shipments
  • Packaging specifications matched to handling, stacking, moisture and theft risks
  • Marks and numbers structured for identification, tracing and customs examination
  • Palletisation, containerisation and unitisation choices evaluated against cargo characteristics
  • Pre-shipment inspection requirements documented within the shipping instruction

Participants can select transport modes and routes against cost, time, risk and cargo needs.

  • Sea, air, road, rail and multimodal service characteristics compared
  • Port-to-port, door-to-door and terminal delivery scopes differentiated clearly
  • Transit-time calculations include cut-offs, transhipments, clearance and final delivery
  • Routing decisions weigh cost, reliability, capacity, security and congestion
  • Carrier schedules, sailing frequency and flight connections assessed systematically
  • Consolidation and direct-service options compared for urgent and routine cargo

Participants can apply Incoterms® 2020 rules to shipment planning and commercial instructions.

  • Incoterms® 2020 purpose, limitations and relationship with sales contracts
  • EXW, FCA, CPT, CIP, DAP, DPU and DDP allocations
  • FAS, FOB, CFR and CIF used for sea shipments
  • Named place precision prevents disputes over delivery and risk transfer
  • Cost allocation mapped between seller, buyer, carrier and customs broker
  • Security, export clearance and import clearance obligations assigned correctly

Participants can prepare and evaluate freight quotations with transparent cost components.

  • Freight rate structures for FCL, LCL, air and road
  • Base freight, local charges, surcharges and accessorial fees identified
  • Dimensional weight and volumetric calculations applied to air cargo
  • Container detention, demurrage and storage exposure estimated before booking
  • Quotation validity, exclusions and rate assumptions documented precisely
  • Landed-cost models combine product value, freight, duty and taxes

Participants can identify contractual liability boundaries and arrange appropriate cargo protection.

  • Forwarder terms and conditions reviewed for agency and principal liability
  • Carrier liability conventions compared across sea, air, road and rail
  • Declared value, limitation periods and liability caps assessed carefully
  • Institute Cargo Clauses A, B and C differentiated
  • General average, salvage and particular average explained through loss scenarios
  • Insurance declarations, survey evidence and claims notifications prepared correctly

Participants can identify export-control requirements and establish defensible commodity data.

  • HS nomenclature structure and General Rules of Interpretation introduced
  • Product descriptions written for customs, carriers and commercial documents
  • Export licences, sanctions screening and dual-use controls assessed
  • Restricted-party screening responsibilities assigned within shipment workflows
  • Country-of-origin data separated from country of export and dispatch
  • Record retention supports audit trails, classification decisions and licence conditions

Participants can assess origin evidence, customs value elements and preference eligibility.

  • Non-preferential origin rules distinguished from preferential origin rules
  • Certificates of origin, supplier declarations and origin statements reviewed
  • Substantial transformation and tariff-shift tests applied to manufactured goods
  • Customs valuation includes assists, royalties, freight and insurance elements
  • Free trade agreement preference claims tested against documentary evidence
  • Origin records controlled for verification requests and post-entry audits

Participants can create aligned commercial documents and complete shipping instructions accurately.

  • Commercial invoices state parties, goods, values, currency and terms
  • Packing lists reconcile packages, weights, dimensions and marks
  • Pro forma invoices support order confirmation and payment arrangements
  • Shipping instructions translate commercial requirements into carrier booking data
  • Document consistency checks compare names, quantities, dates and descriptions
  • Correction controls prevent conflicting versions reaching carriers and customs

Participants can select, review and issue sea freight documentation for common shipment types.

  • Ocean bills of lading functions as receipt, contract and title
  • Straight, order and sea waybills selected for transaction requirements
  • Clean-on-board notation and clausing implications assessed before issuance
  • Shipper’s load and count statements understood for containerised cargo
  • Telex release, express release and original-document controls compared
  • Bill of lading instructions reconciled with letter of credit terms

Participants can prepare and check documents for non-ocean and combined transport movements.

  • Air waybill fields completed using IATA cargo documentation conventions
  • House and master air waybill relationships explained clearly
  • CMR consignment notes allocate road transport information and reservations
  • CIM rail consignment notes support international rail freight movements
  • FIATA FBL use considered for multimodal carriage arrangements
  • Document handover controls protect cargo release and proof-of-delivery records

Participants can align shipping documents with documentary payment and bank requirements.

  • Open account, advance payment, collection and letter of credit compared
  • UCP 600 principles applied to documentary credit transactions
  • ISBP 821 guidance used for document examination decisions
  • Letter of credit conditions translated into shipment and document checklists
  • Discrepancies identified in dates, descriptions, signatures and transport evidence
  • Document presentation timelines controlled against credit expiry and shipment dates

Participants can coordinate import clearance using complete and accurate declaration data.

  • Import entry data assembled from commercial, transport and customs documents
  • Importer of record responsibilities clarified before shipment departure
  • Duty, import VAT, excise and other charges estimated
  • Customs broker instructions specify classification, valuation and origin evidence
  • Pre-arrival filings, release messages and examination holds monitored
  • Post-clearance amendments managed through documented approval and audit trails

Participants can identify special-cargo controls and escalate shipments requiring qualified handling.

  • UN numbers, proper shipping names and packing groups identified
  • IATA Dangerous Goods Regulations roles and acceptance limits recognised
  • IMDG Code documentation and container packing certificate requirements reviewed
  • Dangerous goods declarations checked against classification and packaging data
  • Known consignor, cargo screening and secure supply-chain controls explained
  • Temperature-controlled, pharmaceutical and high-value cargo handling risks assessed

Participants can control shipment execution from booking request through proof of delivery.

  • Booking requests include cargo readiness, routing, equipment and document requirements
  • Carrier confirmations checked against requested dates, ports and service scope
  • Cut-off calendars control cargo delivery, VGM, documentation and customs filing
  • Verified Gross Mass responsibilities managed under SOLAS requirements
  • Milestone plans track pickup, departure, arrival, clearance and delivery
  • Shipment status updates use agreed event codes and escalation thresholds

Participants can investigate freight exceptions and manage cargo claims with appropriate evidence.

  • Exception categories distinguish delay, damage, shortage, misrouting and documentation errors
  • Incident logs capture timestamps, communications, photographs and corrective actions
  • Cargo surveys, delivery reservations and protest notices preserve claim rights
  • Claims files quantify loss, supporting costs and mitigation actions
  • Root-cause analysis separates carrier, shipper, broker and warehouse failures
  • Customer communications state facts, recovery actions and revised delivery commitments

Participants can define data controls for electronic shipment records and document exchange.

  • Master data fields standardise parties, addresses, commodities and identifiers
  • Electronic document repositories apply version control and access permissions
  • EDI messages support booking, status, manifest and customs data exchange
  • Data-quality checks detect missing values, duplicate records and inconsistent units
  • Electronic bills of lading require authorised transfer and release controls
  • Retention schedules align shipment records with customs, tax and contract needs

Participants can measure provider performance and improve service through structured reviews.

  • Service-level agreements define milestones, response times and reporting duties
  • On-time departure, arrival and delivery metrics calculated consistently
  • Freight invoice audits compare agreed rates, surcharges and billed quantities
  • Scorecards track claims, exceptions, document accuracy and customs performance
  • Quarterly business reviews convert recurring failures into corrective action plans
  • Supplier segmentation distinguishes strategic carriers from transactional service providers

Participants can identify shipment risks and prepare proportionate contingency responses.

  • Risk registers rank route, carrier, customs, cargo and geopolitical exposures
  • Single-point-of-failure analysis identifies vulnerable ports, suppliers and transport lanes
  • Contingency routing defines alternative ports, modes, carriers and clearance options
  • Force majeure clauses reviewed against disruption notification and mitigation duties
  • Cargo security plans address theft, tampering, diversion and unauthorised release
  • Escalation matrices assign decisions during closure, delay and capacity crises

Participants can build, review and present a complete international shipment plan and document file for a defined consignment.

  • Customer enquiry converted into a documented shipment scope and assumptions
  • Route, mode, Incoterms® rule and carrier service justified with evidence
  • Freight quotation constructed using rate, surcharge, duty and risk assumptions
  • Commercial, transport, customs and payment documents assembled and cross-checked
  • Compliance, dangerous goods, origin and insurance controls documented clearly
  • Milestone plan, exception procedure and provider scorecard presented for review

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. International shipment planning template
  2. Incoterms® responsibility allocation matrix
  3. Freight quotation and landed-cost model
  4. Commercial and transport document checklist
  5. Customs compliance and origin review checklist
  6. Shipment exception and claims log

Who should attend

  • Freight Forwarding Executives — need consistent control of bookings, documents and customer instructions
  • Import and Export Coordinators — manage shipment records, customs information and delivery follow-up
  • Logistics Officers — plan international transport and coordinate carriers, brokers and warehouses
  • Procurement Specialists — buy imported goods and need control over Incoterms® and landed costs
  • Customer Service Coordinators — communicate shipment status and resolve documentary exceptions
  • Supply Chain Analysts — analyse freight costs, lane performance and shipment risks

Skills and tools covered

Freight forwarding operationsInternational trade documentationIncoterms® applicationCustoms complianceFreight cost controlShipment risk management

Tools and standards

Incoterms® 2020, UCP 600, ISBP 821, IATA Dangerous Goods Regulations

How the course runs

Training methodology

The course combines short technical briefings with freight cases drawn from manufacturing, retail, humanitarian supply and project cargo movements. Participants review shipping instructions, quotations, commercial documents, bills of lading, air waybills, customs entries and payment conditions. Group exercises test routing choices, Incoterms® allocation, charge calculations and discrepancy handling. Simulations require participants to respond to late bookings, customs holds, damaged cargo and documentary errors. Each participant develops application actions for their own lanes, products or customer accounts.

Requirements and prerequisites

Participants should understand basic purchasing, logistics, import, export or customer service processes and be comfortable working with invoices, order data and shipment information. Six to twelve months of exposure to freight movements, warehouse dispatch, customs coordination or supplier deliveries is useful. Participants do not need prior freight forwarding qualifications, customs broker licensing, dangerous goods certification or detailed knowledge of letters of credit. The course explains essential trade terminology before applying it to shipment planning and documentation.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have basic exposure to import, export, purchasing, logistics or customer service work. Prior forwarding qualifications or customs broker experience are not required.

Participants should bring a laptop if possible and may bring anonymised shipment documents, freight quotations or recurring operational issues. Course materials and case documentation are provided.

It suits freight forwarding staff, import-export coordinators, logistics officers, procurement professionals and customer service personnel. It is particularly useful for people who handle shipment instructions or review freight documents.

A customs course focuses mainly on declarations, tariffs and border requirements, while a procurement course focuses on sourcing and supplier management. This course follows the full forwarding process, linking commercial terms, transport, documentation, customs, payment and delivery control.

Participants can use the quotation model, document checklist, Incoterms® matrix and exception log for live shipments. They can also review existing forwarding instructions and provider scorecards against the methods taught.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The first part builds core shipment planning and documentation capability, while the later modules address controls, exceptions, performance and a final shipment-file capstone.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.