Occupational Certificate: Clearing and Forwarding Agent NQF 5
R24,950.00
DESCRIPTION
This qualification reflects the workplace-based needs of the international logistics and freight forwarding industry that relates to the clearing and forwarding operations that have been expressed by all role-players to meet both current and future needs. It will contribute to the upliftment of the industry and set a standard of professionalism in the industry..
The Forwarding and Clearing Industry (F&C) comprises economic activities and supply chains that relate to all imports and exports of goods entering or leaving South Africa as well as those transiting this country. This is essential for the success of every industry in South Africa and therefore contributes to the growth of the South African economy as a whole. This industry is critical to the ongoing performance of South Africa as an international trading nation, and its activities facilitate all forms of physical trade. Though there are many areas of commerce and industry critical to the long-term performance of the economy, there are few more so than this industry.
Logistics, a major component of the supply chain, contributes substantially to the costs of the goods in South Africa, and is above the international norm. A large proportion of this overspend could be attributed to inefficiencies and lack of competence. In order to compete globally, South Africa needs to achieve just-in-time delivery as an essential requirement of its cost efficiency. This requires the maintenance of world-class supply chains, competence and skills.
The F and C Industry serves as an input to nearly every industry in the national and international economy and utilises all modes of transport involved in the carriage of goods, cargo, and freight, be it by ocean, air, rail or road. The Industry is also a service provider of warehouses, transit sheds and the associated management of shipment tracking, costing and accounting data. The transport sector, including the Forwarding and Clearing Industry, comprises a substantial proportion of South Africa’s national carbon footprint, and is therefore the ideal environment to maximise the impact of practical, new, green logistics approaches and technologies.
The intention of this qualification is – to ensure that South Africa remains compliant with national and international standards for the movement of cargo within and across its borders, by promoting the development of functional knowledge and competencies that are required in the Freight Forwarding and Customs Compliance environment; and providing opportunities for career pathways and life-long learning for learners in the Freight Forwarding and Customs Compliance environment.
A Clearing and Forwarding Agent carries out customs clearing procedures and ensures that insurance, export/import licences, and other formalities are in order to facilitate the movement of cargo internationally and locally, and ensures compliance with current legislation.
Successful candidates credited with this qualification are able to
- Forward cargo within the local and international logistics environment.
- Observe compliance with statutory requirements within the local and international logistics environment.
- Conduct warehousing operations within the local and international logistics environment.
- Assist with distribution of cargo within the local and international logistics environment.
COURSE DURATION: 12 Months (Theory, practical and workplace).
NQF LEVEL: 5
CREDITS: 120
Quality Assured Partner: Quality Council for Trades & Occupations (QCTO)
Need more information?
View Qualification ID: (96368)
View QCTO Accreditation Letter
Download Online Course Curriculum Here
Description
The main focus of the learning in this knowledge module is to build an understanding of to build an understanding of the theory required for freight forwarding practices and procedures. The knowledge acquired will enable learners to demonstrate an understanding of: basics of freight forwarding, international freight forwarder and the freight business, organization of the freight forwarding company, basic principles of finance and accounting, freight forwarding professional organizations, general knowledge of transport and related geography, special transport services cooperation with other service providers, information and communication technologies, logistics and forwarding, transport equipment and transport and accompanying documents.
333101000-KM-01, Freight Forwarding Practice and Procedures Theory, NQF Level 5, Credits 20
Purpose of the Knowledge Modules
The main focus of the learning in this knowledge module is to build an understanding of to build an understanding of the theory required for freight forwarding practices and procedures. The knowledge acquired will enable learners to demonstrate an understanding of: basics of freight forwarding, international freight forwarder and the freight business, organization of the freight forwarding company, basic principles of finance and accounting, freight forwarding professional organizations, general knowledge of transport and related geography, special transport services cooperation with other service providers, information and communication technologies, logistics and forwarding, transport equipment and transport and accompanying documents.
- KM-01-KT01: An introduction to Freight Forwarding
- KM-01-KT02: International freight forwarder and the freight business
- KM-01-KT03: Organization of the company
- KM-01-KT04: Basic Principles of finance and accounting
- KM-01-KT05: Professional organizations
- KM-01-KT06: General knowledge of transport and related geography
- KM-01-KT07: Special transport services
- KM-01-KT08: Cooperation with other service providers
- KM-01-KT09: Information and communication technologies
- KM-01-KT10: Logistics and forwarding
- KM-01-KT11: Transport equipment
- KM-01-KT12: Transport and accompanying documents
333101000-KM-02, Compliance and Brokerage Theory,, NQF Level 5, Credits 12
Purpose of the Knowledge Modules
The main focus of the learning in this knowledge module is to build an understanding of to build an understanding of the theory required for compliance and brokerage. The knowledge acquired will enable learners to demonstrate an understanding of: national and international laws and regulations freight operations, managing risks for freight operations, customs tariff classification, basic supply chain management and basic principles of insurance.
- KM-02-KT01: National and international laws and regulations freight operations
- KM-02-KT02: Managing risks for freight operations
- KM-02-KT03: Customs tariff Classification
- KM-02-KT04: Basic Supply Chain Management
- KM-02-KT05: Basic principles of insurance
333101000-KM-03, Warehouse and Distribution Theory, NQF Level 5, Credits 5
Purpose of the Knowledge Modules
The main focus of the learning in this knowledge module is to build an understanding of to build an understanding of the theory required for warehouse and distribution. The knowledge acquired will enable learners to demonstrate an understanding of: introduction to warehousing and distribution operations, construction layout and safety, basic concepts of physical distribution systems and administration and documentation for warehousing
- KM-03-KT01: Introduction to warehousing and distribution operations
- KM-03-KT02: Construction layout and Safety
- KM-03-KT03: Basic Concepts of Physical Distribution Systems
- KM-03-KT04: Administration and Documentation for Warehousing
333101000-KM-04, Environment, Energy Efficiency and Ethics , NQF Level 5, Credits 3
Purpose of the Knowledge Modules
The main focus of the learning in this knowledge module is to build an understanding of to develop an understanding within the learner of the importance of environmental sustainability and energy efficiency factors impacting on undertaking business operations and processes in an environmentally sustainable and responsible manner. The learner will also be exposed to the concept and practices with regard to ethics in order for them to be able to interpret ethical and non-ethical behaviour and practices.
- KM-04-KT01: Theories and principles of relevant environmental sustainability requirements
- KM-04-KT02: Concepts, theories and principles of energy efficiency
- KM-04-KT03: Theories, concepts and principles of ethics
Total number of credits for Knowledge Modules: 40
333101000-PM-01, Plan and co-ordinate freight movement of cargo, NQF Level 5, Credits 10
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to Plan and coordinate freight movement of cargo within a simulated environment. The learner will be practicing skills related to opening and processing shipping file, Administer cost, responsibility and risk and prepare estimation and costing of freight movement
- PM-01-PS01: Open and process shipping file for a cargo
- PM-01-PS02: Administer cost, responsibility and risk in accordance with chosen international commercial terms (incoterms)
- PM-01-PS03: Prepare estimation and costing of freight movement
333101000-PM-02, Plan and co-ordinate customs clearing, delivery and pickup of cargo, NQF Level 5, Credits 8
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to plan and co-ordinate freight movement, customs clearing, delivery and pickup of cargo. The learner will be practicing skills related to plan and coordinate freight movement, comply with customs clearing requirements and coordinate delivery and pickup of cargo.
- PM-02-PS01: Plan and coordinate freight movement
- PM-02-PS02: Comply with customs clearing requirements
- PM-02-PS03: Coordinate delivery and pickup of cargo
333101000-PM-03, Prepare and process data/ documentation associated with international trade in compliance with applicable and current legislation, NQF Level 5, Credits 8
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to prepare and process data/ documentation associated with international trade in compliance with applicable and current legislation. The learner will be practicing skills related to validating client information, assessing and applying valuation criteria, assessing and applying tariff classification processes, assessing and applying prohibition and restriction processes, processing clearance in accordance with clearing instructions, submit to SARS, customs and receiving SARS response
- PM-03-PS01: Validate client information
- PM-03-PS02: Assess and apply valuation criteria
- PM-03-PS03: Assess and apply tariff classification processes
- PM-03-PS04: Assess and apply prohibition and restriction processes
- PM-03-PS05: Process clearance in accordance with clearing instructions
- PM-03-PS06: Submit to SARS, Customs
- PM-03-PS07: Receive SARS response
333101000-PM-04, Audit commodities against customs and other statutory requirements, NQF Level 5, Credits 10
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to audit commodities against customs and other statutory requirements. The learner will be practicing skills related to selecting files and data in accordance with audit criteria, auditing documentation/data for error specific to audit criteria, comparing criteria to available technical information, reporting findings on pre determined audit criteria and secondary findings, advising on rehabilitative action or and course of action in order to achieve revenue return and recording and action in accordance with client instruction
- PM-04-PS01: Select files and data in accordance with audit criteria
- PM-04-PS02: Audit documentation/data for error specific to audit criteria
- PM-04-PS03: Compare criteria to technical information and report findings
- PM-04-PS04: Advise on rehabilitative action or and course of action in order to achieve revenue return
- PM-04-PS05: Record and action in accordance with client instruction
333101000-PM-05, Apply rebate, drawback and bond facilities, NQF Level 5, Credits 10
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to Apply rebate, drawback and bond facilities. The learner will be practicing skills related to register and administer the bond, rebate and drawback facility.
- PM-05-PS01: Register and administer the bond facility
- PM-05-PS02: Register and administer the rebate facility
- PM-05-PS03: Apply and administer for refund/ drawback facility
333101000-PM-06, Prepare documents for receipt, storage and removal of warehoused cargo, NQF Level 5, Credits 5
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to prepare documents for receipt, storage and removal of warehoused cargo apply rebate, drawback and bond facilities. The learner will be practicing skills related to verification of incoming and outgoing goods, documenting and notifying warehousing and storing cargo according to their attribute
- PM-06-PS01: Verify compliance of incoming and outgoing goods to industry related regulations and best practice
- PM-06-PS02: Generate documentation or data notification to warehouse regarding incoming and outgoing cargo/ goods
- PM-06-PS03: Place/ store cargo according to physical attributes
333101000-PM-07, Prepare receipts of cargo to be distributed , NQF Level 5, Credits 3
Purpose of the Practical Skill Modules
The focus of the learning in this module is on providing the learner an opportunity to prepare receipts of cargo to be distributed. The learner will be practicing skills related to verification of incoming and outgoing goods, documenting and notifying distribution and storing cargo according to their attributes
- PM-07-PS01: Verify compliance of incoming and outgoing goods to industry related regulations and best practice
- PM-07-PS02: Generate documentation or data notification to distribution facility regarding incoming and outgoing cargo/ goods
- PM-07-PS03: Place/ store cargo according to physical attributes
Total number of credits for Practical Skill Modules: 54
333101000-WM-01, Conduct cargo forwarding processes, NQF Level 5, Credits 8
Purpose of the Work Experience Modules
The focus of the work experience is on providing the learner an opportunity to:
observe, assist and autonomously conduct cargo forwarding processes within a real life international freight forwarding environment. The Learner will be required to work within different environments and complete each of the work experiences at least twice within two weeks
- WM-01-WE01: Plan and co-ordinate freight movement of cargo
- WM-01-WE02: Work in the registration section for a week to open and process shipping file for a cargo
- WM-01-WE03: Process insurance cover and claim for a cargo
- WM-01-WE04: Co-ordinate customs clearing procedures for cargo
333101000-WM-02, Process customs compliance procedures, NQF Level 5, Credits 8
Purpose of the Work Experience Modules
The focus of the work experience is on providing the learner an opportunity to:
Observe, assist and autonomously process customs compliance procedures within a real life international freight forwarding environment. The Learner will be required to work within different environments and complete each of the work experiences at least twice within two weeks
- WM-02-WE01: Administer data/documentation procedures and processes associated with international trade in compliance with applicable and current legislation
- WM-02-WE02: Implement tariff classification, customs valuation and calculate duties and taxes
333101000-WM-03, Communication and documentation for warehousing processes and requirements, NQF Level 5, Credits 2
Purpose of the Work Experience Modules
The focus of the work experience is on providing the learner an opportunity to:
observe, assist and autonomously prepare documentation for warehousing and storage processes and procedures within a real life international freight forwarding environment. The Learner will be required to work within different environments and complete each of the work experiences at least twice within one week
- WM-03-WE01: Process warehousing documentation
- WM-03-WE02: Coordinate storage and movement of cargo to warehouse
333101000-WM-04, Documentation for distribution processes and procedures , NQF Level 5, Credits 8
Purpose of the Work Experience Modules
The focus of the work experience is on providing the learner an opportunity to:
observe, assist and autonomously prepare documents to facilitate the distribution within a real life international freight forwarding environment. The Learner will be required to work and complete the following work experiences at least twice within one week.
- WM-04-WE01: Co-ordinate documents and movement of cargo for distribution of cargo
Total number of credits for Work Experience Modules: 26
Assessment Model
The external assessment will be conducted through a combination of a written assessment and practical tasks (written case study report compiled with assistance of a mentor and formally presented to a panel) of registered assessors. Practical tasks will also be assessed by registered assessors. The combination of the written and practical assessment will be conducted over a period of two working days. During both the theoretical and practical assessments, the learner must demonstrate knowledge and understanding of movement of cargo, customs compliance, the preparation of warehousing and distribution documentation.
Students are required to complete the following:
- Theoretical assignments
- Practical assignments
- Workplace assignments
Eligibility requirements for the external summative assessment:
In order to qualify for the external summative assessment, learners must have a copy of a completed and signed Statement of Work Experience as well as proof of successful completion of the Knowledge Modules and Practical Skills Modules.
Upon completion of this course, students will be awarded an Occupational Certificate: Clearing and Forwarding Agent from the QCTO.
Entry Level Requirements Into This Programme
- Certified copy of your ID document
- .NSC, SC or NC(V) at NQF Level 4
- Previous experience is essential for this occupation
Learning Assumed to Be in Place and Recognition of Prior Learning
- Mathematical Literacy at NQF Level 4
Target Audience
Practitioners in the Clearing and Forwarding Sector
Qualification Delivery Method
Correspondence eLearning| Online support Tutor available for advice and guidance
When all internal assessments is complete you will conduct a final assessment at approved assessment centre and QCTO will issue a occupational certificate on successful completion of the course.
External Integrated Summative Assessment (EISA): The External integrated summative assessment conducted through the relevant QCTO Assessment Quality partner is required for the issuing of this qualification. The external integrated summative assessment will focus on the exit level outcomes and associated assessment criteria. The external assessment will be conducted through a theoretical assessment by an assessor registered by the AQP at approved assessment centres.
Eligibility requirements for the external summative assessment:
In order to qualify for the external summative assessment, learners must have a copy of a completed and signed Statement of Work Experience as well as proof of successful completion of the Knowledge Modules and Practical Skills Modules.
Certification: The QCTO will issue the certificate to successful candidates after completion of the EISA.
QCTO LINKS OF INTEREST
QCTO Implementation of RPL Policy
Online Technical Requirements
The system requirements for the Moodle user are modest. All you really need is a solid, reliable internet connection and a modern web browser which can be downloaded within our eLearning platform.
Operating System
- Windows: Windows vista or higher.
- Macintosh: Mac OS X or higher.
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