Services Transport, Operations and Logistics

Import and Export Fundamentals for South African Trade Training

SAQA US 252372 | NQF 2 | Credits 9 | Duration 6 Days
From $1,382 per delegate

Description

This course provides a foundational understanding of the principles and practices involved in importing and exporting goods within the South African context. Learners will grasp the regulatory frameworks, documentation requirements, and logistical considerations essential for successful international trade. The course aims to equip participants with the knowledge to navigate trade procedures and contribute effectively to their organization's import/export operations.

Learning Outcomes

  • Explain the key concepts and terminology used in importing and exporting
  • Identify the regulatory bodies and legal requirements governing South African international trade
  • Describe the documentation and procedures required for imports and exports
  • Analyze the role of customs, tariffs, and trade agreements in cross-border transactions
  • Apply knowledge of payment methods and Incoterms to manage trade risks
  • Demonstrate understanding of logistical and supply chain considerations in import/export operations

Target Audience

This course is designed for individuals involved in or aspiring to work in trade, logistics, procurement, or supply chain management roles within South African businesses. It is also suitable for entrepreneurs and small business owners seeking to expand into international markets.

Prerequisites

None — open enrollment. Basic literacy and numeracy skills are recommended.

Course Outline

Day 1: Introduction to South African Trade Environment

Objectives:
• Understand the role of imports and exports in the South African economy
• Identify key regulatory bodies and their functions
• Explain the purpose and structure of the SACU
• Recognise the impact of international trade agreements on SA trade
• Describe the basic flow of an import/export transaction

Topics:
• Overview of South African trade landscape
• Key role players: SARS, ITAC, DAFF, and Ports Authority
• Southern African Customs Union (SACU) and its implications
• Major trade agreements: AfCFTA, SADC FTA, EU-SADC EPA
• Introduction to trade documentation and Incoterms
• Basic import and export process flow

Day 2: Customs Classification and Tariffs

Objectives:
• Apply the Harmonized System (HS) for tariff classification
• Calculate customs duties and VAT on imported goods
• Understand tariff preferences under trade agreements
• Identify non-tariff barriers and their impact
• Use the SACU Tariff Book and SARS schedules

Topics:
• Structure of the Harmonized System (HS) codes
• Rules of origin and preferential tariffs
• Customs valuation methods and duty calculation
• VAT, ad valorem duties, and rebates
• Anti-dumping and countervailing duties
• Practical exercise: classify products and compute duties

Day 3: Import and Export Procedures and Documentation

Objectives:
• Complete key import/export forms (SAD500, DA185)
• Understand the role of clearing agents and forwarders
• Manage permits, licenses, and certificates of origin
• Navigate customs clearance processes
• Ensure compliance with documentary requirements

Topics:
• Single Administrative Document (SAD500) in detail
• Export declaration (DA185) and supporting docs
• Permits and licenses: ITAC, DAFF, and other bodies
• Certificate of origin and EUR1 movement certificates
• Role of customs brokers and freight forwarders
• Document checklist for typical SA trade transactions

Day 4: Logistics, Incoterms, and Transport Modes

Objectives:
• Select appropriate Incoterms for different transactions
• Compare sea, air, road, and rail freight options
• Manage shipping documentation and bills of lading
• Understand port operations and container logistics
• Plan cost-effective transport routes

Topics:
• Incoterms 2020: EXW, FOB, CIF, DDP and others
• Ocean freight: FCL, LCL, and documentation
• Air freight: AWB, consolidation, and security
• Road and rail transport in Southern Africa
• Port operations: Durban, Cape Town, and Ngqura
• Logistic cost analysis and route planning

Day 5: Trade Finance, Risk Management, and Compliance

Objectives:
• Evaluate payment methods: L/C, CAD, open account
• Manage currency risk and exchange control regulations
• Identify trade fraud and mitigation strategies
• Understand SA exchange control rules (SARB)
• Ensure compliance with export control regulations

Topics:
• Letters of credit and documentary collections
• Currency risk hedging and forward contracts
• South African Reserve Bank exchange control
• Anti-money laundering and sanctions screening
• Export control: ITAC and strategic goods
• Insurance and cargo risk management

Day 6: Putting It All Together – Practical Application and Assessment

Objectives:
• Simulate a complete import/export transaction
• Integrate documentation, logistics, and finance
• Troubleshoot common trade issues
• Prepare for the unit standard assessment
• Develop a personal action plan for trade compliance

Topics:
• Case study: full import cycle from supplier to delivery
• Case study: full export cycle from order to payment
• Dealing with customs queries and disputes
• Review of key compliance pitfalls
• Mock assessment preparation
• Action plan for continuous learning

Practicals

16 hours of practicals To be conducted online or on-campus or in-house
Overview

Practical sessions allow learners to apply theoretical knowledge to real-world scenarios. They reinforce customs classification, documentation completion, and logistics planning through hands-on exercises and simulated transactions.

Practical Activities
  • HS Classification and Duty Calculation Workshop — Learners classify actual product samples using the SACU Tariff Book and calculate duties and VAT. (4h)
  • Documentation Completion Simulation — Learners complete SAD500 and DA185 forms for given import/export scenarios, including supporting documents. (4h)
  • Incoterms and Logistics Planning Exercise — Learners select appropriate Incoterms and plan transport routes for different trade scenarios, calculating costs. (4h)
  • End-to-End Trade Transaction Simulation — Teams simulate a full import or export transaction from order to payment, including documentation and finance. (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

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

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.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Tue 08 Sep 2026 Tue 15 Sep 2026 Virtual Spring 2026 $1,382 Register
Mon 28 Sep 2026 Mon 05 Oct 2026 Virtual Spring 2026 $1,382 Register
Fri 23 Oct 2026 Fri 30 Oct 2026 Virtual Spring 2026 $1,382 Register
Fri 11 Dec 2026 Fri 18 Dec 2026 Virtual Summer 2026 $1,382 Register
Thu 14 Jan 2027 Thu 21 Jan 2027 Virtual Summer 2026 $1,382 Register
Wed 17 Feb 2027 Wed 24 Feb 2027 Virtual Summer 2026 $1,382 Register
Tue 02 Mar 2027 Tue 09 Mar 2027 Virtual Autumn 2027 $1,382 Register
Mon 08 Mar 2027 Mon 15 Mar 2027 Virtual Autumn 2027 $1,382 Register
Fri 19 Mar 2027 Fri 26 Mar 2027 Virtual Autumn 2027 $1,382 Register
Thu 10 Jun 2027 Thu 17 Jun 2027 Virtual Winter 2027 $1,382 Register
Wed 30 Jun 2027 Wed 07 Jul 2027 Virtual Winter 2027 $1,382 Register
Tue 20 Jul 2027 Tue 27 Jul 2027 Virtual Winter 2027 $1,382 Register
Mon 06 Sep 2027 Mon 13 Sep 2027 Virtual Spring 2027 $1,382 Register
Fri 01 Oct 2027 Fri 08 Oct 2027 Virtual Spring 2027 $1,382 Register
Thu 21 Oct 2027 Thu 28 Oct 2027 Virtual Spring 2027 $1,382 Register
Fri 10 Dec 2027 Fri 17 Dec 2027 Virtual Summer 2027 $1,382 Register
Thu 30 Dec 2027 Thu 06 Jan 2028 Virtual Summer 2027 $1,382 Register
Wed 19 Jan 2028 Wed 26 Jan 2028 Virtual Summer 2027 $1,382 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 496 sessions across 26 venues
Start End Venue Season Price Action
Wed 05 Aug 2026 Wed 12 Aug 2026 Dubai, UAE Winter 2026 $5,584 Register
Thu 06 Aug 2026 Thu 13 Aug 2026 Pretoria, South Africa Winter 2026 $2,074 Register
Thu 06 Aug 2026 Thu 13 Aug 2026 Lagos, Nigeria Winter 2026 $4,828 Register
Fri 07 Aug 2026 Fri 14 Aug 2026 Johannesburg, South Africa Winter 2026 $2,938 Register
Mon 10 Aug 2026 Mon 17 Aug 2026 Cape Town, South Africa Winter 2026 $3,424 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Wed 16 Sep 2026 Wed 23 Sep 2026 Your Premises Spring 2026 $1,798 Register
Tue 06 Oct 2026 Tue 13 Oct 2026 Your Premises Spring 2026 $1,798 Register
Mon 26 Oct 2026 Mon 02 Nov 2026 Your Premises Spring 2026 $1,798 Register
Mon 14 Dec 2026 Mon 21 Dec 2026 Your Premises Summer 2026 $1,798 Register
Fri 22 Jan 2027 Fri 29 Jan 2027 Your Premises Summer 2026 $1,798 Register
Thu 25 Feb 2027 Thu 04 Mar 2027 Your Premises Summer 2026 $1,798 Register
Wed 10 Mar 2027 Wed 17 Mar 2027 Your Premises Autumn 2027 $1,798 Register
Tue 16 Mar 2027 Tue 23 Mar 2027 Your Premises Autumn 2027 $1,798 Register
Mon 22 Mar 2027 Mon 29 Mar 2027 Your Premises Autumn 2027 $1,798 Register
Fri 18 Jun 2027 Fri 25 Jun 2027 Your Premises Winter 2027 $1,798 Register
Thu 08 Jul 2027 Thu 15 Jul 2027 Your Premises Winter 2027 $1,798 Register
Wed 28 Jul 2027 Wed 04 Aug 2027 Your Premises Winter 2027 $1,798 Register
Tue 14 Sep 2027 Tue 21 Sep 2027 Your Premises Spring 2027 $1,798 Register
Mon 04 Oct 2027 Mon 11 Oct 2027 Your Premises Spring 2027 $1,798 Register
Fri 29 Oct 2027 Fri 05 Nov 2027 Your Premises Spring 2027 $1,798 Register
Mon 13 Dec 2027 Mon 20 Dec 2027 Your Premises Summer 2027 $1,798 Register
Fri 07 Jan 2028 Fri 14 Jan 2028 Your Premises Summer 2027 $1,798 Register
Thu 27 Jan 2028 Thu 03 Feb 2028 Your Premises Summer 2027 $1,798 Register
Training Discounts
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% off per 5 delegates, up to 40% for 100+

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