Mastering Business Excellence · Logistics & Shipping

Fundamentals of Shipping

New hires and coordinators learn how an international shipment is planned, booked, containerized, documented and cleared with Fundamentals of Shipping.

Register Now opens this course on the Blue Ocean Academy website in a new tab.

Fundamentals of Shipping course
  • Course codeFOS
  • LevelFoundation
  • Learning time32 hours
  • Modules21 modules
  • FormatSelf-paced online
  • CredentialMBE credential

About this course

Why it matters

In many forwarding offices experienced staff carry the whole shipment in their heads and everyone else learns by asking. Fundamentals of Shipping gives new coordinators, sales support staff and customer service teams the structured version.

It explains who the parties are, what a vessel and a port actually do, how a container is chosen and measured, which of the eleven Incoterms rules moves cost and risk where, and which documents make a shipment release and get paid, and then builds out into customs, insurance, chartering, quotations and multimodal forwarding.

How it runs for your organization

The program is 32 hours of self-paced online content on the Blue Ocean learning platform at Foundation level, so a cohort with no shipping background can start from the first module.

Teams study on web or mobile around the working day, and the administrator dashboard gives HR or the operations manager a view of enrollment, progress and completion. Study resources and templates let participants rehearse a booking, a volume calculation or a document set before handling a live file, and a digital, verifiable MBE credential marks successful completion.

What you will learn

  • Describe the journey of an international shipment from seller to buyer and name every party
  • Match cargo to ship type and size class and explain how ports and terminals handle it
  • Separate the forwarder's duties from those of the NVOCC, carrier and broker
  • Decide between FCL and LCL and calculate volume, weight and chargeable basis
  • Choose an Incoterms 2020 rule by weighing mode, container use, insurance and control
  • Prepare the commercial, transport and payment documents and read a bill of lading's three functions
  • Apply customs, dangerous goods and marine insurance basics to a routine shipment
  • Build a freight quotation from rate, surcharges and chargeable weight and plan a multimodal move

Skills you will build

  • Shipment journey mapping
  • Vessel and port literacy
  • Forwarder role definition
  • FCL and LCL decisions
  • Incoterms rule selection
  • Trade document identification
  • Freight quotation basics
  • Multimodal planning awareness

Who this course is for

Foundation level means the program assumes nothing. It fits graduate intakes and career starters joining a forwarder, shipping line or port operator, and it fits people already in the business whose knowledge stops at their own desk. Logistics coordinators who book and chase shipments get the picture behind each milestone.

Freight forwarding personnel in sales and customer service learn to talk about modes, containers and Incoterms with authority. Supply chain practitioners in manufacturers and retailers discover what their forwarder is doing on their behalf. Because the content is shared ground, a mixed cohort from operations, sales and finance tends to produce better conversations than a single team studying alone.

Course outline

Across 21 modules the sequence runs from first principles to professional practice. Modules 1 to 4 introduce the vocabulary, the shipment journey, maritime transport, ship types and ports. Module 5 defines the forwarder's role, and modules 6 and 7 cover cargo, containers, shipment planning and containerization.

Modules 8 to 11 follow the export and import workflow, apply the Incoterms 2020 rules and cover shipping documents and bills of lading. Modules 12 to 16 add maritime law, customs basics, dangerous goods awareness, marine insurance and chartering. Modules 17 to 20 turn to freight quotations, digital documentation, multimodal forwarding and decarbonization, and module 21 is a capstone on the professional forwarder.

21 modules · 84 topics

Module 1Introduction to Global Shipping and Forwarding
  • Why Shipping and Forwarding Matter to Global Trade
  • Defining Shipping, Forwarding, and the Logistics Vocabulary
  • The International Shipment Journey: From Seller to Buyer
  • The Stakeholders in Global Logistics
Module 2Maritime Transport Fundamentals
  • Maritime Transport in the Global Trade System
  • Types of Maritime Cargo
  • Ship Types, Size Classes, and Vessel Selection
  • Liner and Tramp Shipping
Module 3Ship Types and Vessel Operations
  • Classifying the World Merchant Fleet
  • The Major Ship Types and Their Cargo
  • Container-Ship Size Classes and the Economics of Scale
  • Anatomy of a Ship: Structure and Key Systems
Module 4Ports, Terminals, and Cargo Handling
  • The Port in the Maritime Supply Chain
  • Port Anatomy and Terminal Types
  • Cargo-Handling Equipment and the Container-Terminal Workflow
  • Measuring Port and Terminal Performance
Module 5Roles and Responsibilities in Freight Forwarding
  • The Freight Forwarder in the Trade Ecosystem
  • Core Responsibilities and the Forwarding Workflow
  • Forwarder, NVOCC, Carrier, and Broker: Who Is Who
  • Liability, Standard Trading Conditions, and Professional Standards
Module 6Cargo, Containers, and Shipment Planning
  • Understanding Cargo: Types and Characteristics
  • The Container as the Standard Planning Unit
  • FCL, LCL, and the Consolidation Decision
  • Measuring the Shipment: Volume, Weight, and Chargeable Basis
Module 7Containerization and Unitised Cargo Systems
  • From Break-Bulk to the Box: The Containerization Revolution
  • Unitisation: The Principle Behind the System
  • ISO Standardisation and the Anatomy of a Container
  • Identifying, Certifying, and Securing the Box
Module 8Export and Import Operational Workflow
  • The Shipment Lifecycle: Actors, Handoffs, and the Forwarder as Orchestrator
  • The Export Workflow: From Booking to Bill of Lading
  • The Import Workflow: From Pre-Arrival to Proof of Delivery
  • Customs Clearance and Trade Facilitation Inside the Workflow
Module 9Applying Incoterms® 2020 in Shipping and Forwarding
  • What Incoterms Are — and What They Are Not
  • The Eleven Rules: Two Families, Four Groups
  • Risk Versus Cost: The Two Transfer Points
  • Choosing the Right Rule: Mode, Container, Insurance, and Control
Module 10Shipping Documentation Essentials
  • Why Documents Run the Trade
  • The Commercial Documents
  • The Transport Documents
  • Certificates, and Documents That Trigger Payment
Module 11Bills of Lading and the Contract of Carriage
  • The Bill of Lading: Three Jobs in One Document
  • Types and Functions of Bills of Lading
  • The Contract of Carriage and Its Legal Regimes
  • Liability, Claims, and Cargo Risk under the Bill of Lading
Module 12Maritime Law and the IMO Regulatory Framework
  • The Foundations of Maritime Law
  • The International Maritime Organization: Mandate and Machinery
  • The Four Pillars of International Maritime Regulation
  • Enforcement: Flag State, Port State Control, and Compliance
Module 13Customs and Compliance Basics
  • What Customs Does and Why It Matters
  • Classification, Valuation, and Origin: How Duty Is Determined
  • The Customs Clearance Process, Step by Step
  • Risk-Based Compliance and Trusted-Trader Programs
Module 14Dangerous Goods and Safety Awareness
  • Why Dangerous Goods Safety Matters and Who Sets the Rules
  • The Nine Classes, UN Numbers, and Packing Groups
  • Packing, Marking, Labelling, and Placarding
  • Segregation, Stowage, and Container Packing
Module 15Marine Insurance and Cargo Risk Management
  • Why Cargo Needs Insurance: The Risk Landscape in Transit
  • The Foundational Principles of Marine Insurance
  • Institute Cargo Clauses: Choosing the Right Level of Cover
  • General Average, Particular Average, and Salvage
Module 16Chartering, Freight Markets, and Shipping Economics
  • The Chartering Decision and the Four Shipping Markets
  • Charter-Party Types: Voyage, Time, Bareboat, and Contracts of Affreightment
  • Laytime, Demurrage, and Despatch: The Economics of Time in Port
  • Freight Markets, the Baltic Exchange, and Reading the Rate
Module 17Freight Costing and Quotation Preparation
  • The Anatomy of a Freight Rate
  • Surcharges, Accessorials, and the Hidden Cost Trap
  • Rate Basis and Chargeable Weight: Doing the Math
  • From Cost Sheet to Customer Quotation
Module 18Digital Shipping and e-Documentation
  • From Paper to Platform: The Digital Transformation of Shipping
  • The Electronic Bill of Lading and the e-Documentation Suite
  • Data Standards, EDI, APIs, and Interoperability
  • Blockchain, IoT, AI, and the Digitally Instrumented Shipment
Module 19Multimodal Forwarding
  • Foundations: Multimodal, Intermodal, and Combined Transport
  • The Modal Toolkit: Sea, Rail, Road, Air, and Inland Waterway
  • The Multimodal Transport Operator, Documentation, and Liability
  • Designing Multimodal Networks: Terminals, Corridors, and Barriers
Module 20Sustainability and Decarbonization in Shipping
  • The Case for Decarbonization: Climate, Regulation, and Commercial Pressure
  • The Regulatory Architecture: IMO Strategy and Market-Based Measures
  • The Alternative-Fuel Toolkit and the Well-to-Wake Test
  • Operational and Technical Efficiency: The Abatement Ledger
Module 21Capstone: Professional Practice in Shipping and Forwarding
  • The Professional Forwarder: Role, Standing, and Standards
  • The Competency Set: Technical, Commercial, and Interpersonal Skills
  • Ethics, Compliance, and Professional Conduct
  • Careers, Certification, and Continuing Professional Development

Frequently asked questions

Is it suitable for staff with no shipping background at all?

That is the audience it was built for. The level is Foundation, and module one begins by defining shipping, forwarding and the logistics vocabulary before following a shipment from seller to buyer. Someone joining from retail, finance or a graduate scheme can follow every module in order and arrive at documentation and Incoterms with the context needed to understand them.

What does the Incoterms module actually teach?

Module nine treats the Incoterms 2020 rules as working tools rather than a list to memorize. Participants learn what the rules do and do not govern, how the eleven rules split into two families and four groups, where risk and where expense transfer under each, and how to choose a rule based on transport mode, container use, insurance and the control a party wants.

How much of the content deals with containers and planning?

Modules six and seven. Module six treats the container as the standard planning unit: cargo types and characteristics, the FCL versus LCL consolidation decision, and measuring volume, weight and chargeable basis. Module seven explains why containerization replaced break-bulk, the unitization principle behind it, how a standard container is built and identified, and how it is certified and secured for transport.

How far does the program go beyond the basics?

Further than the title suggests. After the core modules on vessels, ports, forwarding roles, containers, workflow, Incoterms and documents, the program continues into bills of lading and the contract of carriage, maritime law, customs basics, dangerous goods awareness, marine insurance, chartering and freight markets, freight quotations, digital documentation, multimodal forwarding and decarbonization, before a capstone on professional practice.

Can a manufacturer's logistics team benefit, not just forwarders?

Very much so. Shippers who outsource to a forwarder still sign the contract, choose the Incoterms rule, supply the documents and absorb the delays. Module five explains the forwarder's responsibilities, liability and standard trading conditions, which tells an in-house team what it can expect and what remains its own job. Modules eight and ten cover the workflow and documents that team supplies.

How long will a new joiner need to finish it?

There are 32 hours of self-paced content on the Blue Ocean learning platform, accessible on web and mobile. Nothing is timetabled, so an onboarding manager can set a target such as completion within the probation period and let each person pace the modules around shadowing and desk work. The administrator dashboard shows how far each new joiner has progressed and when they finish.

How do individual learners register for this course?

Use the Register Now button on this page. It opens Fundamentals of Shipping on the Blue Ocean Academy website, where individual learners can enroll directly.

How does a corporate license for this course work?

Your organization licenses seats for a cohort or a whole team. Participants study the self-paced modules on the Blue Ocean learning platform, on web or mobile, and your administrator follows enrollment, progress and completion on a dashboard.

Can we start with a pilot cohort before a wider rollout?

Yes. A pilot cohort in one department is a practical first step. Use the corporate license form, and a program advisor will map the relevant courses and license options to your teams.

Ready to get started?

Request a corporate license for your next intake of coordinators, or run a pilot cohort in one branch and compare the results.

Register Now opens this course on the Blue Ocean Academy website in a new tab.

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