Customs Brokerage Courses

**For Freight Forwarders, Transportation Companies, Truck Drivers, Owner Operators or for individuals who want to open their own Customs Brokerage Business**

1. Business Plan – Quarterly Plan, Annual Forecast/Project

2. Banking Proposal for Finance – Start Up Business Loan Program

3. Search Company Name www.nuns.com 

4. How to Register a Corporation 

5. GST – Account Numbers/Business Numbers 

1. Pass CBSA Customs Brokers Professional Examination

2. Hire an employee who has passed CBSA Customs Brokers Professional Examination and have all the requirements to apply for Customs Broker’s Licence. 

1. Application for Customs Brokers Licence – Form L53.

2. Customs Brokers Questionnaire for Owner & Qualified Officer – Form L60. 

3. Incorporation Documents – Company’s Registration. 

4. Amendment of Corporation – new company – not applicable. 

5. Security – Customs Bond – Form D 120 – CAD 50,000.00 – for Broker’s Licence. 

6. Minutes/Resolutions of Shareholder Meeting – Appointment of Director .

7. Minutes/Resolutions of Meeting of Board of Director – Appointment of Qualified Officer.

8. Resolution – Specimen Signatures of two authorised signatories of the company. 

9. Financial Documents – New company not required. 

10. A copy of the Qualified Officer’s Certificate of Qualification. 

11. A copy of proof of Canadian Citizen of the Director of the Company. 

12. A copy of proof of Canadian Citizen of Qualified Officer. 

13. A Cheque for CAD 600.00 payable to Receiver General of Canada – every year. 

14. Another D-120 Bond from CAD 25,000.00 for Accounting for Imported Goods and Payment of Duties Regulations. 

15. Account Security Number.

16. Display Customs Broker’s Licence In Office

17. Office should have name of the company displayed outside sign. 

18. CAD 600.00 annual renewable of Customs Broker’s Licence. 

Customs Software Service Providers

1. MSR Logistics

2. Descartes

3. CrimsonLogic

Operations

1. Customs Clearance procedure. 

2. Harmonized Systems Codes. 

3. Import and Export business procedures. 

4. Inco-terms.

5. Geography of Roads – Canada, USA & Mexico

6. Border-Crossing – PARS, PAPS

7. Working on your Business Vs Working in your Business

8. Business Development – Strategies Vs Plans 

9. Business Growth Vs Business Sustenance 

10. 3 PL Logistics 

11. Industry Software 

12. Rate Calculation 

Sales and Marketing 

1. Business Expansion – developing a book of business

2. Developing Clientele – Direct Customers

3. Client Database – Excel Sheet 

4. Communication Skills – languages 

5. Marketing – Brochures, Leaflets, Exhibitions, Tele Calls – Texting, Whatsapp, Email

6. Client Database (Excel Sheet) 

7. Marketing & Advertisement – Digital Marketing, Facebook, Twitter, Instagram

8. Communication Skills – Tele Calls, Emailing, Texting, Whatsapp

9. Social Media – Website, Facebook & Twittter

10. Associations – Board of Trade, Magazines 

Accounting and Book-keeping

1. Managing Accounts Receivable/Payable

2. Bookkeeping

3. Auditing by CBSA

4. Budget Balancing

Compliance 

1. Customs compliance 

2. Administrative Monetary Penalty System(AMPS)