Financial Operations in Freight Forwarding Training

Learning Outcomes

• Apply financial principles and procedures specific to freight forwarding operations.
• Analyze cost components and calculate freight charges for various modes of transport.
• Implement financial controls to manage cash flow and credit risk in forwarding activities.
• Evaluate financial documents such as invoices, bills of lading, and customs declarations for accuracy.
• Demonstrate compliance with relevant financial regulations and standards in the freight forwarding industry.
• Design financial reports to support decision-making and performance monitoring.

Target Audience

This course is designed for freight forwarding professionals, logistics coordinators, and finance officers who are involved in financial transactions and cost management within the freight forwarding sector.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions are essential to apply financial concepts to real-world freight forwarding scenarios. Learners will use simulated data and software to practice costing, pricing, invoicing, and risk management, ensuring they can perform these tasks competently in the workplace.

Practical Activities

• Practical 1: Costing and Pricing Exercise — Using provided shipment data, calculate landed costs and develop competitive pricing quotes for different trade lanes. (4h)
• Practical 2: Invoicing and Billing Simulation — Create invoices for various shipment scenarios using a freight forwarding software simulation, handling adjustments and credit notes. (4h)
• Practical 3: Financial Risk Management Workshop — Analyze case studies to identify financial risks and propose mitigation strategies, including currency hedging and credit insurance. (3h)
• Practical 4: Integrated Financial Operations Project — Work in teams to manage the complete financial cycle of a simulated international shipment, from costing to final reconciliation. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.