96368-Occupational Certificate: Clearing and Forwarding Agent -NQF 5 Level 05 cover image

COURSE CURRICULUM

The Occupational Certificate: Clearing and Forwarding Agent (SAQA ID 96368) programme for 2025 will commence in February/March 2025.
The course curriculum will run over a 12-month period, and a detailed course schedule will be provided to each successful participant upon completion of registration.
Please note: There will be no scheduled classes during December 2025.


No. Hours MODULE Learning Objective Topics Covered
1 30 Hrs Freight Forwarding Practice and Procedures Theory Learners will gain a comprehensive understanding of the freight forwarding industry, including operational, regulatory, and commercial aspects. Overview of Freight Forwarding • International Trade and Incoterms • Freight Documentation and Procedures • Costing and Quotations • Role of Forwarding Agents • Trade Geography • Risk and Liability • Ethical Practices
2 30 Hrs Compliance and Brokerage Theory Learners will develop the skills to manage customs clearance processes and ensure compliance with applicable legislation. Customs Administration Overview • Tariff Classification • Duties and Rebates • Import/Export Documentation • SARS EDI Processes • Fraud Prevention • Compliance Ethics
3 25 Hrs Warehouse and Distribution Theory Learners will understand warehousing operations, storage systems, and distribution processes. Warehouse Types and Functions • Storage and Handling • Documentation • Inventory Control • Distribution Planning • Costing • Safety and Security
4 15 Hrs Environment, Energy Efficiency and Ethics Learners will explore sustainable logistics practices and ethical responsibilities in the forwarding industry. Environmental and Energy Efficiency Practices • Green Logistics • Waste Reduction • Corporate Governance • Industry Ethics
5 20 Hrs Plan and Coordinate Freight Movement of Cargo Learners will plan and coordinate cargo movement in compliance with logistical and regulatory standards. Shipment Planning • Freight Costing • Route Selection • Carrier Negotiations • Documentation Management
6 15 Hrs Plan and Coordinate Customs Clearing, Delivery and Pickup Learners will manage the coordination of customs clearing and cargo delivery processes. Customs Documentation • Delivery Procedures • Cargo Release • Compliance Verification • Tracking and Reporting
7 20 Hrs Prepare and Process Trade Documentation Learners will prepare and process international trade documentation in accordance with current legislation. Trade Documentation • Commercial Invoices • Packing Lists • Certificates of Origin • EDI Systems
8 15 Hrs Audit Commodities Against Customs Requirements Learners will perform audits on commodities to ensure customs compliance. Cargo Verification • Inspection Procedures • Statutory Audits • Record-Keeping
9 10 Hrs Apply Rebate, Drawback and Bond Facilities Learners will apply rebate and drawback systems to optimize customs operations. Duty Rebates • Drawbacks • Bond Facilities • Financial Implications • Compliance Procedures
10 10 Hrs Prepare Documents for Warehoused Cargo Learners will manage documentation for warehousing operations. Warehouse Documentation • Cargo Receipts • Storage Notes • Removal Orders
11 10 Hrs Prepare Receipts for Cargo Distribution Learners will compile documentation for cargo dispatch and delivery. Distribution Receipts • Cargo Dispatch Documentation • Verification Procedures
12 15 Hrs Conduct Cargo Forwarding Processes Learners will perform the operational functions of a freight forwarder within a working environment. Shipment Coordination • Communication with Carriers • Cargo Handling • Reporting
13 15 Hrs Process Customs Compliance Procedures Learners will execute customs compliance procedures in alignment with legislation. Compliance Checks • SARS Communication • Reporting Requirements • Customs Systems
14 10 Hrs Communication and Documentation for Warehousing Learners will communicate effectively and maintain proper records within a warehousing context. Document Control • Reporting • Communication Skills • System Entries
15 10 Hrs Documentation for Distribution Procedures Learners will complete and verify documentation required for distribution processes. Dispatch Documentation • Route Planning • Proof of Delivery • Client Communication

Assessment & Completion Criteria

  • Continuous internal assessments through the online Learning Management System (LMS).

  • External integrated summative assessment conducted by the QCTO Assessment Quality Partner (written + practical).

  • Learners must demonstrate competence in all Knowledge, Practical, and Work Experience Modules.

Upon successful completion, graduates will receive the Occupational Certificate: Clearing and Forwarding Agent (NQF Level 5), issued by the Quality Council for Trades and Occupations (QCTO) and registered with SAQA.


Learning Methodology

  • Virtual sessions (every 2 weeks)

  • Interactive online lessons and digital resources (LMS)

  • Workplace-based learning and mentorship

  • Revision sessions and support before final assessment

Learners are expected to commit to regular self-study and engage actively in online learning to ensure success in all modules.