17 modules · 148 lessons

From freight fundamentals to professional execution.

A progressive curriculum covering the full brokerage lifecycle, supported by quizzes, workbooks, scenarios, specialty tracks, and a final certification assessment.

Course roadmap

Learn in the order the work makes sense.

Each module builds on the last. Open any module below for the core topics and outcome.

01Freight Broker Basics
Industry roles, business model, freight lifecycle, common terminology, supply chains, and broker responsibilities.
02Legal Setup & Compliance
Business structures, EIN, FMCSA broker authority, MC numbers, BOC-3, surety bonds, insurance, and compliance fundamentals.
03Freight Types & Intermodal Logistics
Dry van, reefer, flatbed, step deck, power only, LTL, drayage, intermodal, ocean basics, hazmat, and niche selection.
04Finding Shippers
Target industries, decision-makers, cold calling, email, time zones, gatekeepers, follow-up, LinkedIn, maps, and trade shows.
05Carrier Vetting & Fraud Prevention
Carrier sourcing, packets, insurance, MC/DOT verification, double brokering, identity fraud, cargo theft, red flags, and performance.
06Rates, Markets & Profit
Rate per mile, spot and contract freight, lane pricing, negotiation, broker margins, seasonality, bad freight, and market cycles.
07Paperwork & Operations
Agreements, rate confirmations, bills of lading, proof of delivery, invoicing, factoring, tracking, claims, TONU, and layover.
08Tools, Load Boards & Systems
Load boards, TMS and CRM systems, email, phones, lead tracking, file management, ELD tracking, and port/rail systems.
09AI-Assisted Brokerage
Responsible AI use for emails, scripts, follow-up, research, automation, organization, verification, and human judgment.
10Scaling & Growth
Repeat customers, assistants, process documentation, specialization, performance tracking, and sustainable growth systems.
11Sales Mastery
Discovery, objections, value positioning, quoting, follow-up cadence, relationship development, and account retention.
12Advanced Load Execution
Pre-booking questions, pickup-to-delivery workflow, exception management, claims, accessorials, and customer communication.
13Business Development Systems
Prospecting plans, pipeline management, offer design, customer acquisition, reputation, and the first 100 customer conversations.
14Specialized Freight Operations
Equipment fitment, pallets, LTL consolidation, intermodal rail, port operations, air freight, and international workflow context.
15Brokerage Risk Management
Fraud controls, documentation quality, carrier risk, contractual awareness, load-board reputation, and operational audit habits.
16Launch & Operating Plan
Software stack, policies, daily workflow, launch checklist, pricing strategy, access systems, and a personalized operating blueprint.
17Capstone & Certification
Broker simulation, cumulative review, final exam, completion report, graduation steps, and certificate generation.

Included learning tools

Practice and reference materials.

7 workbooks

Structured exercises for prospecting, operations, equipment, documentation, carrier vetting, and certification.

Operational downloads

Scripts, checklists, agreement references, worksheets, glossaries, and negotiation guides.

8 specialty tracks

Optional focused paths for dispatch, carrier risk, equipment, freight economics, LTL, air, box truck, and intermodal/port.

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