Do you understand what documentation is required to export goods, and do you have the correct licenses in place?

Our friendly expert trainers can provide standard courses or a tailored service to meet individual customer and business needs. We cover Exporting and Importing starting with the basics and moving to the complex as required.

Public Courses

We offer several public training courses covering beginner’s requirements to the more complex areas of international trade such as Letters of Credit.  These are delivered at our premises or in-house if that is more convenient. If you cannot see a course that suits your needs, then contact us about our tailored courses.

A Beginners Practical Guide to Exporting

Overview / Is this course right for me?

This course is suitable for beginners who are new to their role or exporters that have not had any formal training.

What will I learn?

  • What is an Export and a despatch?
  • Processing a shipment, a step by step guide
  • What you need to know prior to sending any goods overseas
    • What is the packing specification?
    • Where are the goods going?
    • When do they need to be there by?
    • Who is paying for the carriage?
    • How are they going to be shipped?
  • How to request a quotation from a carrier or courier
  • How to find out what documentation is required for the destination country
    • Understanding trade agreements
    • Why might I be asked for a certificate of origin
  • Creation of Export Documentation
    • How to create an invoice, a step by step guide to invoice detail and its significance
    • The importance of a packing list
    • Accurate and clear labelling
  • Booking a shipment, what the carrier or courier needs to know including clearance instructions
  • Managing the goods being collected and keeping the customer informed of progress
  • How to deal with movements within the EU
  • The jargon explained

What is the Course Content?

  • Export and Despatch Definition and the Process Flow
  • Questions to ask Prior to Sending Goods Overseas
  • Requesting a Shipment Quotation
  • Destination Country Export Documentation
  • Creating an Invoice – Practical Session
  • Packing Lists and Labels
  • Booking  and Managing the Shipment Collection
  • Customer Communication
  • Movements within the EU
  • The Jargon Explained

Course Duration

The course will run from 09:30 to 16:00 with morning and afternoon breaks and 45 minutes for lunch.

Course Dates

17th September 2018 – Exporter Services Office, Belfast

20th September 2018 – Exporter Services Office, Long Eaton

10th October 2018 – Exporter Services Office, Long Eaton

7th November 2018 – Exporter Services Office, Long Eaton

5th December 2018 – Exporter Services Office, Long Eaton

Cost and Booking

Cost is £295 (plus VAT) per delegate and includes all refreshments and a buffet lunch.

In-house training costs can be provided on request. 

Understanding Export Documentation & Customs Compliance

Overview / Is this course right for me?

This course is suitable for those currently working in an export environment who have never had any formal training or those more experienced exporters who want a refresher course.

The training covers the export process end to end looking at when and where documentation is required to ensure that there are no delays when moving goods.  It also looks at the legal requirements needed to ensure compliancy with customs and how attention to detail is a necessity.

What will I learn?

  • What an Export is
  • What questions to ask prior to export
  • The importance of choosing the right Incoterm®
  • An overview of all the necessary shipping documents, any associated costs and how to allocate cost to maintain profitability
  • Why licences might be required and how to apply for them
  • The importance of following packing regulations
  • Understanding tariff codes and the need for correct goods classification
  • The reason why origin is important
  • Trade agreements and how they affect exports
  • Why transport documents must be retained
  • The VAT rules and proof of export
  • The role of Customs and their systems
  • How to mitigate issues when audited

What is the Course Content?

  • Export Definition, the Process Flow & Intrastats
  • Incoterms® 2010 and Insurance
  • Overview of International Document Types
  • Tariff Codes, Proving Origin & Certificates of Origin
  • Free Trade Agreements & Preference Documents
  • Booking the Shipment, Transport Documents & Proof of Export
  • The Role of HMRC, Customs & Export Control
  • HMRC Audits and Managing them
  • Preparing for BREXIT

Course Duration

The course will run from 09:30 to 16:00 with morning and afternoon breaks and 45 minutes for lunch.

Course Dates

26th September 2018 – Exporter Services Office, Long Eaton

23rd October 2018 – Exporter Services Office, Belfast

24th October 2018 – Exporter Services Office, Long Eaton

21st November 2018 – Exporter Services Office, Long Eaton

10th December 2018 – Exporter Services Office, Belfast

19th December 2018 – Exporter Services Office, Long Eaton

Cost and Booking

Cost is £295 (plus VAT) per delegate and includes all refreshments and a buffet lunch.

In-house training costs can be provided on request.

A Practical Understanding of Letters of Credit

Overview / Is this course right for me?

This course is suitable for those working in international trade and have been asked to get involved in the management of letters of credit.

The training will review all methods of payment available when trading internationally including their benefits and risks associated with receiving payment.   A letter of credit guarantees payment to a seller however only if documents are compliant –  this course will simply guide you through the rules of managing a letter of credit, making sure documents are compliant and payment is made.  A ‘real’ letter of credit will be available providing a ‘hands-on’ practical training session.

 What will I learn?

  • Why it is important you choose the right payment method
  • Advantage and disadvantages of each payment method
  • How to mitigate foreign currency transactions
  • How Incoterms Impact Letters of Credit
  • Letter of Credit terminology
  • The UCP 600 Rules and ISBP
  • Roles and responsibilities for the Buyer and Seller when using a Letter of Credit
  • Types of Letter of Credit
  • How payments are made through the banking system
  • How to prepare the necessary documentation and the interaction required with Freight Forwarders
  • Hints and tips to avoid discrepancies and minimise additional charges using a simple checklist

What is the Course Content?

  • Incoterms® 2010 & their interaction with Letters of Credit
  • Methods of Payment
    • The Risk Ladder
    • Foreign Currency Transaction Mitigation
    • Advance Payment, Documentary Collections & Open Account
  • How the Letter of Credit works – Management & Presentation
    • Advantages and Disadvantages
    • Types of L/Cs
    • Understanding the Rules (UCP600) and ISPB
    • Documentation
    • Insurance
  • Best Practice for Letters of Credit – Hints and Tips

Course Duration

The course will run from 09:30 to 16:00 with morning and afternoon breaks and 45 minutes for lunch.

Course Dates

4th October 2018 – Exporter Services Office, Long Eaton

Dates in Belfast available on request

Cost and Booking

Cost is £295 (plus VAT) per delegate and includes all refreshments and a buffet lunch.

In-house training costs can be provided on request.

An Introduction to Importing

Overview / Is this course right for me?

This course is suitable for those currently working in an import environment who have never had any formal training or those more experienced importers who want a refresher course.

The training covers the import process end to end looking at how you source suppliers and get the best deal ensuring individual responsibilities are understood when moving goods.  It will also review documentation requirements to allow a successful import and provide an understanding of the customs special procedures to include when and how these can be used.

What will I learn?

  • What an import is
  • What questions to ask when purchasing including allocation of costs
  • The importance of choosing the right Incoterm®
  • Placing an order with all the correct information
  • Planning an import ensuring all the right documentation is in place
  • Understanding tariff codes and the need for correct goods classification
  • The reason why origin is important and why you should ask for supplier declarations
  • Trade agreements and how they affect imports
  • The need for suitable packing and packing lists
  • Requirements for a smooth Import clearance
  • The role of Customs and their systems
  • What are CPC codes
  • What are Special Procedures and when they should be used
  • What are import duties, how they are calculated and paid
  • Hints and Tips relating to successful importing

What is the Course Content?

  • Definition of an Import and the Process Flow
  • Making the Enquiry
  • Incoterms® 2010 and Insurance
  • Providing the Purchase Order
  • Moving the Goods / Document Requirements
    • Pre-Shipment Inspections
    • Import Licences
    • Tariff Codes
    • Origin
    • Preference
    • Certificates of Origin
    • Packing / Packing Lists
  • Import Clearance and Documents
    • Invoices
    • Transport Documents
  • Customs
    • Role of HMRC and CHIEF
    • CPC Codes
    • Special Procedures, example Inward Processing, Customs Warehousing
    • Duty & VAT
  • Other Considerations when Importing

Course Duration

The course will run from 09:30 to 16:00 with morning and afternoon breaks and 45 minutes for lunch.

Course Dates

1st November 2018 – Exporter Services Office, Long Eaton

12th November 2018 – Exporter Services Office, Belfast

Cost and Booking

Cost is £295 (plus VAT) per delegate and includes all refreshments and a buffet lunch.

In-house training costs can be provided on request.



Enquire about public courses

Tailored Courses

If your training needs relate to specific areas of international trade, then a tailored course is an option that can be delivered in-house.  Provide us with your requirements and we will put together a course to suit your business requirements and skills, effectively using your budget and focusing on what matters most.  Tailored in-house training provides a consistent message to staff and assists you in reaching those all-important business objectives.


Enquire about tailored courses

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