Do you understand what documentation is required to export and import goods?

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 can be delivered at our premises, in-house if that is more convenient and currently we are running them as webinars.

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 and provides a high-level overview of the export process.  It also includes practical session creating a commercial invoice from a pre-defined set of documents.

This course will also provide those businesses currently only moving goods within the EU an opportunity to understand basic export processes and documentation requirements once the UK leaves the EU.

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
  • Export Documentation
  • Packing Lists and Labels
  • Creating an Invoice – Practical Session
  • Booking and Managing the Shipment Collection
  • Buyer / Customer Communication
  • Proof of Export / Delivery
  • 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

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

 

Understanding Export & Export Documentation

Overview / Is this course right for me?

This course is suitable for beginners who are new to their role or for those working in an export environment that have never had any formal training.

The course looks at the end to end export process providing an understanding of the export documentation requirements and shipping using freight forwarders and couriers.

What is the Course Content?

Review and discuss the process from enquiry to despatch including:

  • Receive the Enquiry
    • Responsibilities and roles
    • Incoterms ® 2020
    • Methods of Payment and the Risk Ladder
    • Export Controls and Licence Requirements
  • Quotation
  • Order Acknowledgment / Pro Forma Invoice
  • Pre-shipment Inspections / Packing
  • Shipping Documents to include Invoices and Packing Lists
    • Commodity Codes
    • Origin
    • Preference Documents
    • Certificates of Origin
  • Move the Goods
    • Transport Considerations
    • Book the Shipment and Freight Forwarder Responsibilities
    • Contracts of Carriage / Transport documentation
  • Proof of Export – Evidential Requirements
  • General good business practice

Course Duration

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

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Customs Procedures & Documentation

Overview / Is this course right for me?

This course is a follow on from Export and Export Documentation.   This would be suitable for those working in an export environment that now want further detailed export and customs procedures information or are experienced and require a refresher course.

The course provides further export procedure details whilst also looking at the Customs Procedures and Compliance requirements for successful international trade.

What is the Course Content?

Review and discuss the following topics:

  • Organisations involved in International Trade
  • The Export Rules
  • Intrastats
  • Proof of Export
  • International Documentation and key Information
    • Incoterms
    • Commodity Codes
    • Licences
  • Rules of Origin
    • Preference and Non-Preference
    • Long Term Supplier Declarations
    • GSP / REX
  • Customs Compliance
    • HMRC – their role
    • Export Declarations
    • Customs Procedures
    • Import Duties
    • AEO
    • Audit

Course Duration

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

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Import Procedures

Overview / Is this course right for me?

This course would follow the Customs course or can be provided standalone for those who are only interested in Importing Procedures.  It would be suitable for those currently working in an import environment who have never had any formal training or those wanting a refresher course.

The course provides an overview of the end to end import process and reviews all the areas that would applicable to a new supplier, to include country and supplier risk, payment risk etc.  It will review documentation requirements and how to ensure goods are imported successfully to include duty payments and an overview of the available Special Procedures.

What is the Course Content?

  • Definition of an Import & Process Flow
  • Making the Enquiry, areas to consider
    • Product
    • Payment
    • Licences
    • Incoterms
    • Transport
    • Documentation
    • Costs
    • Terms and Conditions
  • Provide the Purchase Order
  • Movement of Goods
  • Import Clearance
    • Documentation
    • Declarations
    • Import Duties
  • Special Procedures

Course Duration

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

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Customs Special Procedures including IP/OP

Overview / Is this course right for me?

This course is suitable for those that currently work in International Trade and have had an introduction to Special Procedures from a previous course and now require specific training on Customs Special Procedures.  This course also provides an insight into business solutions post Brexit for those companies, who currently only purchase from or use processing facilities in the EU.

The course provides an overview of the Union Customs Code changes from 2016, what Special Procedures are, how to apply and how a business can benefit from using Inward and /or Outward Processing.

What is the Course Content?

  • An explanation of the Tariff, CHIEF and relevant nomenclature
  • Union Customs Code 2016 – what it changed and what it means now
  • Overview of Special Procedures – what they are and their types
  • Practical examples of which Special Procedure would be best suitable in given situations
  • Exercises in calculating guarantee levels required to support Special Procedure applications
  • Compliance, responsibilities and record keeping

Course Duration

The course will be half a day, either morning or afternoon session with breaks as appropriate.

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Methods of Payment & 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 and presentation of letters of credit.

The course provides an overview of all methods of payment when trading internationally to include the risks and benefits involved.  It will then concentrate on the Letter of Credit aspect guiding you through the rules of managing a letter of credit, making sure documents are compliant and payment is successful.

Letters of credit will be available providing a ‘hands-on’ practical training session.

What is the Course Content?

  • Foreign Currency Transaction Mitigation
  • Methods of Payment – risks and benefits
    • Advance Payment
    • Documentary Collection
    • Open Account
  • Letter of Credit
    • Advantages and Disadvantages
    • Terminology
    • LC Types
    • UCP 600 Rules
    • Confirmation
  • Practical aspects of reading Letters of Credit and checking documents

Course Duration

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

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Incoterms 2020

Overview / Is this course right for me?

This course is suitable for those currently working in an export environment or are new to exporting.  It will advise attendees on the most appropriate Incoterm® to use for their international transactions.  This covers a full update on the changes between 2010 and 2020.  It will guide on who has what obligation during a sale including where risk and cost pass from Seller to Buyer during the transaction.

 What will I learn?

  • Incoterms – what are they?
  • Incoterms – the history
  • An explanation of Incoterms®, what they ‘do’ and ‘do not do’
  • Discuss what documentation they apply to
  • Review each of the Incoterms® 2020 in detail
  • Understand the risks, costs, and obligations for both the Buyer and Seller
  • The main changes from Incoterms® 2010
  • To be able to correctly classify shipments to reflect the mode of transport and be appropriate for the goods

Course Duration

The course will be half a day, either morning or afternoon session with breaks as appropriate.

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Preference Rules of Origin

Overview / Is this course right for me?

This course is suitable for those working in an Export or Import environment that need further detailed information on origin calculations and how this effects sales and purchases.  It includes an overview of the different types of origin documentation and provides a practical session on how to read the customs notices allowing origin to be established.

What will I learn?

  • Review and discuss the following topics:
  • Understanding the Tariff
    • The Integrated Tariff of United Kingdom
    • Commodity Codes
  • Origin of the Goods
    • Categories of Origin
    • Non-preferential Rules of Origin and Documentation
    • Preferential Rules of Origin and Documentation
  • Preference on Imports including GSP and Cumulation

Course Duration

The course will be half a day, either morning or afternoon session with breaks as appropriate.

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

Understanding Commodity Codes

Overview / Is this course right for me?

This course is designed for anyone in the organisation who might be called upon to contribute to a correct description of goods traded internationally for both export and import declarations.  This can range from complete beginners to experienced operators who feel the need to refresh their knowledge.

It is also suitable for management staff whose role requires supervision or checking of sensitive Customs declarations.

What will I learn?

The course is ‘hands-on’ and includes:

  • The layout of the Customs ‘Tariff’
  • How Commodity Codes are organised
  • Penalties for incorrect declarations
  • Practical exercises for a wide range of products
  • Links to online services

Course Duration

The course will be half a day, either morning or afternoon session with breaks as appropriate.

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.

UK Export Controls & Licensing

Overview / Is this course right for me?

This course is designed for anyone working in an export environment needing to understand how to determine if a licence is required whilst guiding delegates on the types of licences available and application procedures.  This is an interactive session with plenty of opportunity to ask questions whilst providing exercises in classifying goods.

What will I learn?

  • The history of Export Controls, what are they and reasons for them.
  • Governing Groups and the Criterions
  • Key Definitions around Export Controls
  • Control Lists
  • Classification of items
  • Exports of Military Goods
  • Exports of Dual Use Goods
  • Exports of Technology
  • Trade controls and Weapons of Mass Destruction (WMD) end-use controls
  • Types of licence (SIEL, OGEL, OIEL) and how to apply for them
  • Record keeping and compliance
  • What happens if it goes wrong?
  • How might Brexit change the current situation?

Course Duration

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

Course Dates

2020 dates available on request

Cost and Booking

Please contact us to discuss pricing.

Combined Export & Import Procedures

Overview / Is this course right for me?

This course is designed for those who want an overview of both Export and Import procedures and work in International Trade, either exporting or importing.  It does not cover the level of detail provided in the Export and Import courses therefore there may be a need for delegates to then consider a follow on more detailed course.

What will I learn?

  • Review of the Export process to include
    • Incoterms
    • Commodity Codes
    • Licenses
    • Documentation Requirements
    • Shipping Considerations
    • Contracts of Carriage
    • Proof of Export
  • Review of the Import process to include
    • Areas to consider before purchasing
    • Import Controls
    • The Purchase Order
    • Moving the goods
    • Import Duties and Taxes

Course Duration

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

Course Dates

2020 dates available on request.

Cost and Booking

Please contact us to discuss pricing.



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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