Canadian Brokerage / Basic Brokerage

Basic Brokerage

Build foundational awareness of core Canadian brokerage concepts, including direct shipment, importer of record responsibilities, short-shipped goods, and the basic life cycle of an import file.

Foundation

Brokerage basics

Understand the starting concepts employees need before moving into advanced brokerage or system-specific training.

Responsibility

Importer awareness

Review why importer information, account details, and documentation accuracy matter in Canadian import processing.

File movement

Import file flow

Follow how a file moves from intake through review, release, exceptions, and follow-up.

Core modules

Start with the fundamentals.

Open one module at a time. Complete the video, review the supporting document where available, then take the quiz where provided.

What you’ll learn

  • Review what the date represents
  • Understand why timing affects processing
  • Connect shipment movement to documentation review

What you’ll learn

  • Understand importer responsibility
  • Recognize why account information matters
  • Know when details need to be confirmed

What you’ll learn

  • Identify short-shipped situations
  • Understand documentation impact
  • Know when to escalate or confirm details

What you’ll learn

  • Follow the basic file progression
  • Understand where documentation matters
  • Recognize common handoff points

Leader-led training videos coming soon.

Additional Canadian Brokerage walkthroughs will be added as they become available. Each session will include the video, supporting resources, and any required follow-up activity in one place.

Continue your Canadian Brokerage path.

After completing the basic modules, continue into Advanced Brokerage, PGA, or return to the Canadian Brokerage hub.

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