Freight Broker/Agent Training

This certificate program is offered in partnership with ed2go. Become a part of the exciting trucking, freight logistics and transportation industries as a licensed freight broker or as a freight broker agent. From licensing to operations, to sales and marketing, you’ll learn the basics of how to run a domestic freight brokerage or agency in the United States. This is a growing industry of licensed individuals or corporations that help make a shipper and an authorized motor carrier successful in the transporting of freight. Freight broker professionals are in demand. No matter the state of the economy, goods will always need to be shipped.

Who Should Attend

It’s an ideal home business for a self-starter who enjoys fast-paced work. Because the program focuses solely on U.S. domestic freight brokering, it is recommended for students who are interested in doing business in the United States.

Certificate Completion

Upon successful completion of the program, you will be awarded a certificate of completion from California State University, San Bernardino, College of Extended Learning.

Delivery Format

  • The entire program is offered online
  • Instructor-facilitated online courses
  • Start anytime during the quarter
  • Learn from the convenience of your home and at your pace


Course Information
Course No. GES 703
Units NC
Fee* $1,895

* Fees are subject to change

Outline

Training Time

150 hours; 6 months

 - expand I. Freight Broker Basics
  1. Overview of the Job
    1. What is a Freight Broker?
    2. Requirements to Become a Freight Broker
    3. What is a Freight Broker Agent?
    4. Requirements of Becoming a Freight Agent
    5. Why do Shippers Use Freight Brokers/Agents?
  2. Industry Overview
    1. Overview of the Transportation Industry
    2. Brief History of Surface Transportation and Freight Brokering
    3. Industry Potential and Trends
  3. Broker Laws and Requirements by the FMCSA
    1. Legalities of Broker/Brokerage Services
    2. Non-brokerage Services
    3. Laws Regarding Record Keeping for Brokers
    4. Laws Regarding Misrepresentation
    5. Broker Advertising Liability
    6. Rebating and Compensation
    7. Duties
    8. Double Brokering Legalities
    9. Laws Regarding Accounting Expenses
 - expand III. Getting Started
  1. Starting Your Business
    1. Your Business Name
    2. Setting Up Your Business
    3. Filing for Your Broker Operating Authority
    4. Filing for Your Surety Bond
    5. Obtaining Your Process Agents
  2. The Next Steps
    1. Ensure Cash Flow Resources
    2. Business Bank Account
    3. Setting Up Your Office
      1. IT Specs
      2. Office Basics
      3. Transportation Software and Other Software Considerations
  3. Preparing Your Initial Marketing Materials
    1. Determining Your Business Identity
    2. Decide on Initial Niche Target Markets
    3. Formulate Initial Web Site
    4. Examples of Initial Marketing Materials
 - expand V. Load Dynamics and Operations
  1. Building the Load
    1. Load Data
    2. Special Instructions
    3. Rate Verification With Customer
  2. Matching the Carrier
    1. Load Posting
    2. When to Post and What to Post
    3. Checking Authority and Safety
    4. Insurance Verification
    5. Carrier Contracts
  3. The Process Continued
    1. Rate Confirmation
    2. Carrier Pick-up and Delivery
    3. Dispatching
    4. Tracking and Verification
  4. Carrier Relations (Your Carrier Profile)
 - expand II. Marketing and Sales
  1. More on Marketing
    1. Market Niches
    2. Market Trends
    3. Competition
    4. Networking
    5. Promotions
    6. Your Marketing Dollars
  2. Customer Relations and Customer Profile
    1. Qualifying the Prospect
    2. Determining Needs
    3. Features and Benefits
    4. Managing Objections
    5. Personality Types
    6. Building Trust
    7. Sales Process and Growth
  3. Overcoming Challenges
    1. Shipper Situations
    2. Carrier Situations
    3. Consignee Situations
  4. Success and the Broker/Agent
    1. Why Become a Broker or Agent?
    2. Benefits and Opportunities
    3. Traits of a Successful Broker/Agent
    4. Goal Setting
    5. Developing a Plan
    6. Qualities of Success
 - expand IV. Shipper/Carrier Marketing and Dynamics
  1. Setting Up Your Shipper Packet
  2. Setting Up Your Carrier Packet
  3. Setting Your Rates
    1. Determining Competitive Rates
    2. Resources for Rating
    3. Rate Variables
    4. Types of Rate Matrices
    5. Fuel and Surcharges
    6. Accessorial Fees
  4. Finding Your Shippers
 - expand VI. Conclusion and Appendices
  1. Conclusion
  2. Financial Management
    1. Staffing
    2. Cash Flow
    3. Auditing and Billing
    4. Setting Up Invoices for Payment
    5. Other Brokerage Accounting
  3. Insurance Claims
    1. Types of Freight Claims
    2. Claim Forms
    3. Claim Procedures
    4. Claims Laws

Skill Sets

  • Understand the process of freight brokering from start to finish
  • Have the tools needed to be successful as a freight broker or freight agent
  • Learn the basics of day-to-day operations of a brokerage or agency
  • Use techniques such as prospecting, sales and marketing, rating and negotiations
  • Be able to manage a shipment from origin to destination
  • Gain valuable industry resources

Requirements

  • Must have access to a computer, Internet and an active e-mail account.
  • Adobe Flash Player and Adobe Acrobat Reader are also required for this program.