APICS CLTD Information Booklet

35 Pages·2017·0.5 MB·English

Certified in Logistics, Transportation and
Distribution (CLTD)

by

Information Booklet for 2017
Version 2017.02 effective from 9-Mar-2017

• Master the essential knowledge needed for the logistics, transportation and

distribution industry

• Expand your outlook on the logistics field and enable you to bring new ideas to your

organization

• Remain current with global logistics trends and developments

• Boost your confidence with recognition as a logistics expert

• Provide you with the tools you need to help reduce costs and increase customer

satisfaction

• Increase professional value and efficiency of the workplace environment

• Enhance credibility among peers, employers, and customers

• Accelerate career development and better employment opportunities

• Increase potential for higher salaries and job satisfaction

Brought to you in India by:

Developing People for Businesses to Succeed

KnoWerX Education (India) Private Limited
About KnoWerX About APICS
Since 1992, the founders of KnoWerX Education (India) Private Limited Established in 1957 as not-for-profit,

(KnoWerX) www.knowerx.com have been relentlessly working with a APICS www.apics.org is the leading
vision to be a leader in developing people for businesses to succeed. professional association for supply chain
The mission of KnoWerX is to empower and recognize individuals and and operations management and the
organizations to be successful through life-long learning. premier provider of research, education
and certification programs that elevate
KnoWerX is a resource for individuals for best-practices knowledge and end-to-end supply chain excellence,
certification in respective areas. KnoWerX is also a resource for innovation and resilience. With over
organizations for providing training to their employees and using 45,000 members and more than 250
consultancy services. KnoWerX is also putting its efforts in collecting, international partners, APICS is
sorting, organizing and making available business process knowledge in transforming the way people do business,
easy to learn forms. The benefits to individuals are better ability to drive growth and reach global customers.
perform, better pay and faster growth. The benefits to organizations are Individuals and companies have relied on
better operational efficiency, more profit, higher growth and better APICS for its superior training,
ability to stay ahead than competition. The service providers internationally recognized certifications,

additionally benefit by improving skills of their employees and having comprehensive resources, and worldwide
more satisfied customers. network of accomplished industry
professionals.

More than 12,500 individuals have taken approx. 32,000 certification
exams through KnoWerX in India spanning across I.T. companies, APICS Mission:
consultancy firms, manufacturing companies, distribution companies, • APICS builds and validates

logistics service providers, BPO service providers, business schools, and knowledge in supply chain and
other organizations. More than 90 corporate customers have tapped operations management. We enable
the knowledge of KnoWerX constantly through various training and our community of members,
consultancy assignments. affiliates, and customers to lead in
the global marketplace.

About APICS Certification

APICS’ world renowned certification programs APICS Certified in Logistics, Transportation and Distribution (CLTD),
APICS Certified in Production and Inventory Management (CPIM) and APICS Certified Supply Chain Professional (CSCP)
provide operations management professionals with relevant, essential education that equips them for today’s fast-
changing market place.

The APICS CLTD program covers a comprehensive body of knowledge that sets the global standard for best practices

in logistics, transportation and distribution. It consists of eight modules with one single exam that reflects critical
areas in logistics, transportation and distribution for the roles and responsibilities of logistics managers. It sets the
standard for logistics certification. Designees stand out from their peers, and demonstrate a commitment to
advancing both their career and their company’s operations. Names of eight modules are: Logistics and Supply Chain,

Capacity Planning and Demand Management, Order Management, Inventory and Warehouse Management,

Transportation, Global Logistics Considerations, Logistics Network Design, and, Reverse Logistics and Sustainability.

The APICS CPIM program takes an in-depth look at the production and inventory activities within the internal
operations of a company. It is divided into five process-oriented topic areas to provide participants with the best
possible educational assessment and knowledge base. It focuses primarily on manufacturing and provides an in-
depth view of materials management, master scheduling, production planning, forecasting, and quality improvement

within the confines of the operation. Obtaining an APICS certification shows a commitment to the profession that

leads to a sense of accomplishment, demonstrates value to the employer, enhances earning potential, and provides a

path to career advancement.

The APICS CSCP program is the only certification that encompasses the entire global supply chain. It covers a breadth
of topics -- globalization, logistics, supplier and customer relationship management, IT enablement, logistics, etc. It

provides a thorough understanding of supply chain so employees can identify opportunities for improvement within

a company. It sets the standard for supply chain certification and is accepted by leading companies worldwide. It is
divided in to three modules within a single exam. By earning the APICS CSCP designation, one demonstrates
significant commitment to supply chain management profession and career, distinguishes himself as an industry
expert, and excels with newly acquired specialized knowledge.
Table of Contents

Table of Contents ...................................................................................................................................... 1
Certified in Logistics, Transportation and Distribution ................................................................................... 3
Exam Eligibility Requirements ................................................................................................................. 3
CLTD Designation ................................................................................................................................... 4
Exam Requirements ................................................................................................................................... 4
Module 1: Logistics and Supply Chain Overview ........................................................................................ 4
Module 2: Capacity Planning and Demand Management ........................................................................... 4
Module 3: Order Management ................................................................................................................ 4
Module 4: Inventory and Warehouse Management .................................................................................. 4
Module 5: Transportation ....................................................................................................................... 5
Module 6: Global Logistics Considerations ............................................................................................... 5
Module 7: Logistics Network Design ........................................................................................................ 5
Module 8: Reverse Logistics and Sustainability ......................................................................................... 6
Exam Information .................................................................................................................................. 9
Test Format and Number of Questions on the Exam.............................................................................. 9
Length of the Exam ............................................................................................................................. 9
Exam Development ............................................................................................................................ 9
APICS CLTD Score Range ..................................................................................................................... 9
Exam Scoring ...................................................................................................................................... 9
Exam delivery ................................................................................................................................... 10
Exam dates ...................................................................................................................................... 10
Sourcing Reference Materials for Study ................................................................................................. 10
Exam Preparation Methods................................................................................................................... 12
Exam Fees and Exam Centres .................................................................................................................... 14
Exam Fees ........................................................................................................................................... 15
Test Centres and Seat Availability .......................................................................................................... 15
Purchasing Exam Credit and Scheduling an Exam ....................................................................................... 16
Step 1: Selecting Personal Identifications and Obtaining an APICS ID ........................................................ 16
Special Test Accommodations ........................................................................................................... 18
Step 2: Applying for Eligibility ................................................................................................................ 18
APICS CLTD Eligibility Applications ..................................................................................................... 18
Application Procedures ..................................................................................................................... 18
Step 3: Become an APICS PLUS Member (Optional) ................................................................................. 18
Step 4: Purchasing an Exam Credit ......................................................................................................... 19
Rescheduling an Exam ...................................................................................................................... 20
Cancelling an Exam ........................................................................................................................... 21
Name changes .................................................................................................................................. 21
On the Day of the Exam ............................................................................................................................ 21
APICS Code of Ethics ............................................................................................................................. 21
Reporting to the Test Centre ................................................................................................................. 22
What to Bring ...................................................................................................................................... 22
What Not to Bring ................................................................................................................................ 22
Emergencies ........................................................................................................................................ 23
Test Security ........................................................................................................................................ 24
Breaks ................................................................................................................................................. 24
Misconduct .......................................................................................................................................... 24
No-show Policy .................................................................................................................................... 24
Score Report ........................................................................................................................................ 25
Test Centre Closures ............................................................................................................................. 25
After Exam Day ........................................................................................................................................ 25
APICS CLTD Certificates ......................................................................................................................... 25
Retaking the Exams .............................................................................................................................. 25
Your Feedback ..................................................................................................................................... 25
All policies and procedures in this information booklet are subject to change without notice. 1
Credential Verification .......................................................................................................................... 25
Appeals Policy ...................................................................................................................................... 26
APICS Privacy Policy .............................................................................................................................. 26
Post Certification ..................................................................................................................................... 26
Formal Recognition Letter to Your Employer .......................................................................................... 26
Certification Maintenance .................................................................................................................... 26
Track Progress Toward the APICS CLTD Designation ................................................................................ 26
Frequently Asked Questions ..................................................................................................................... 27
Whom Should You Contact? .................................................................................................................. 32

All policies and procedures in this information booklet are subject to change without notice. 2
Certified in Logistics, Transportation and Distribution
The APICS Certified in Logistics, Transportation and Distribution (CLTD) program is the premier
logistics educational and certification program that provides a comprehensive body of knowledge
that sets the global standard for logistics best practices for professionals in the logistics,
transportation and distribution industries.

By earning the APICS CLTD designation, you demonstrate that you have mastered the APICS logistics
body of knowledge and that you are committed to the profession. You must pass one
comprehensive exam to earn the APICS CLTD designation and 20 maintenance points.

APICS CLTD Program Benefits:
The CLTD designation will help you:
• Master the essential knowledge needed for the logistics, transportation and distribution industry
• Expand your outlook on the logistics field and enable you to bring new ideas to your
organization
• Remain current with global logistics trends and developments
• Boost your confidence with recognition as a logistics expert
• Provide you with the tools you need to help reduce costs and increase customer satisfaction.

How You Benefit:
The CLTD program sets the standard for logistics certification. As a CLTD designee, you will stand out
from your peers, and demonstrate a commitment to advancing both your career and your
company’s operations.

How Your Organization Benefits:
From day one, you can apply your APICS CLTD program knowledge to solve every day work issues.
Your knowledge and expertise will make you more valuable in your organization. Companies that
sponsor all or part of their employees’ tuition will gain a return on investment in the form of long-
term loyalty and more productive employees.

You may also want to visit http://www.apics.org and http://www.knowerx.com.

Exam Eligibility Requirements
To be eligible to register for and take the APICS CLTD exam, you must meet one of the following
criteria:
• Bachelor’s degree, or
• CSCP, CPIM, CFPIM, CIRM, SCOR-P, CTL, C.P.M., CSM or CPSM designations, or
• 3 years of related business experience

You must submit an application to document eligibility to take the APICS CLTD exam. APICS will
review all applications and will notify applicants whether their application is approved or denied.
Candidates whose applications are approved will receive notice of approval. Candidates whose
applications are not approved will receive notice that they are not eligible to test and information on
why their applications were denied.

All policies and procedures in this information booklet are subject to change without notice. 3
CLTD Designation
You must pass the APICS CLTD exam to earn the APICS CLTD designation and 20 maintenance points.
The CLTD designation may be used just as similar recognitions are employed in accounting,
insurance, medicine, law, and other professions. Either the full expression or the initials may be used
after the individual’s name on business cards, stationery, etc.

Exam Requirements
Individuals must pass one comprehensive exam to earn the APICS CLTD designation and 20
maintenance points. The CLTD body of knowledge is comprised of eight focus areas:

Module 1: Logistics and Supply Chain Overview
• Managing logistics as a cohesive system
• Understanding trade-offs to present a logistics strategy that aligns with the
organizational strategy
• Finding the most effective mix of revenue producing services for the cost of providing
that service
• Developing strong relationships across the supply chain
• Designing key performance indicators to encourage desired behaviours
• Using continuous improvement to exceed customer expectations
Module 2: Capacity Planning and Demand Management
• Understanding the concepts behind forecasting and its application to logistics decisions
• Creating efficient forecasts to better align supply to demand
• Translating demand information into high-level capacity plans for warehousing and
transportation
• Collaborating between procurement and logistics
• Understanding key processes, including S&OP, MPS, MRP and DRP
• Delivering customer service at a consistent level
Module 3: Order Management
• Planning, designing and controlling processes which manage and execute customers’
orders
• Implementing a customer relationship management (CRM) process
• Understanding key logistics systems, such as EDI and TMS to enable visibility throughout
the order process
• Tracking and measuring supplier and carrier performance to improve efficiency and
effectiveness
• Managing relationships with the supply chain partners
• Developing a customer service management strategy
• Enhancing long-term customer satisfaction and creating lifetime customers
Module 4: Inventory and Warehouse Management
• Maintaining inventory levels to align with the business strategy and goals, supporting
the coordination of supply and demand, while protecting inventory value
• Creating an inventory management strategy that meets competing goals of minimizing
inventory costs and maximizing customer service
All policies and procedures in this information booklet are subject to change without notice. 4
• Managing the movement of materials and goods into and out of storage efficiently,
safely, and with minimal inventory damage
• Adapting to new distribution channels and customer expectations by creating new
processes that deliver the desired results
• Implementing efficient and effective warehouse processes, while utilizing appropriate
warehouse technology
• Using appropriate packaging to promote safe and efficient materials handling during
storage and transportation
Module 5: Transportation
• Understanding transportation fundamentals, including key stakeholders, intermediaries
and carriers involved in transporting product from origin to destination
• Understanding the characteristics of the different transportation modes to make
appropriate selections based on speed, availability, dependability, capability, frequency
and cost
• Moving goods and services throughout a firm’s supply chain, between where products
are produced and where they are consumed, while allowing for competitive growth
• Effectively manage the entire transportation process—from long-range strategies and
operational planning to day-to-day execution
• Utilizing transportation technology to manage and control visibility and communication
between multiple stakeholders and transportation managers
Module 6: Global Logistics Considerations
• Identifying macro-environmental factors of global logistics that impact countries and
organizations around the world to better manage logistics service providers, related
transportation costs, and substitute product offerings
• Working knowledge of international trade theories and practices, including trade
agreements and trading blocs
• Understanding the infrastructure, systems and regulations of the countries to which
goods are imported/exported
• Understanding customs clearing and documentation requirements for each shipment as
dictated by each country and transportation mode used
• Preparing all required documentation needed to ensure shipments arrive safely,
securely, without damage, and on time at their final designation
• Using the Harmonized System Classification codes to properly specify the goods for
export and dictate the corresponding tariff rates charged
• Identifying which financing and payment options are most appropriate and amenable to
the parties involved
• Deciding what currency will be most appropriate for global trade participants, balancing
levels of risk exposure between buyers and sellers
Module 7: Logistics Network Design
• Designing the network of warehouses and transportation lanes to enable supply to be
provided at the place and time of demand
• Analysing transportation and distribution requirements, while understanding key trade-
offs, to assist in planning and deployment of network
• Using decision support tools to determine the optimal number, location, and type of
warehouse facilities
All policies and procedures in this information booklet are subject to change without notice. 5
• Employing modelling techniques to help find the right balance among competing needs
of involved stakeholders
• Implementing risk management strategies to minimize uncertainty and provide more
reliable organizational results
• Creating prevention and mitigation plans, as well as providing business continuity if a
risk event occurs
Module 8: Reverse Logistics and Sustainability
• Developing a comprehensive reverse logistics strategy
• Recommending whether the reverse logistics strategy can be handled internally by
creating a central returns centre or by hiring a third-party provider to coordinate the
activities
• Managing product returns in ways that turn the reverse flows into quantifiable value
streams, to contribute to profitability and strengthen commitment to sustainability and
social responsibility
• Demonstrating social responsibility that is valued by customers, shareholders, and the
community, to help the organization be a good environmental steward for the long-term
• Implementing sustainability initiatives to impact the organization’s triple bottom line
(TBL)
• Choosing suppliers and other supply chain members according to the organization’s
commitment to implement sustainable processes and practices

You should familiarize yourself with the following primary references for this examination.

Shop APICS Price KnoWerX Price
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Primary References:
0. APICS Certified in
Logistics,
Transportation and
Distribution (CLTD)
Learning System
2017, APICS, 2016,
~850 pages. Also
US$1,195
includes on-line US$895 +
+
access to pre-test, ~US$105
~US$105 Not
section specific and shipping ₹59,870 ₹79,940 ₹63,690 ₹85,040
shipping Available
module specific and
and
tests, module handling
handling
specific
eFlashcards,
eFlashcards across
modules, post-test,
on-line report and
complimentary
downloadable copy
All policies and procedures in this information booklet are subject to change without notice. 6
of APICS CLTD
Exam Content
Manual 2017.
1. APICS Dictionary,
15th edition,
Editors: Paul H.
Pittman, PhD,
CFPIM, CSCP,
Not
Jonah and J. Brian US$30 US$60 ₹2,700 ₹5,400 ₹2,870 ₹5,740
Available
Atwater, PhD,
CPIM, Jonah,
APICS, 2016, 210
pages, APICS stock
# 01102-V15.
2. Supply Chain
Logistics
Management, 4th
edition, Donald J.
Bowersox, David J.
Not
Closs, M. Bixby US$174 US$183 ₹7,310 ₹7,310 ₹7,780 ₹7,780
Available
Cooper and John C.
Bowersox,
McGraw-Hill, 2013,
496 pages, APICS
stock # 03998-V4.
3. Managing Supply
Chains – A Logistics
Approach, 9th
edition, John J.
Coyle, C. John Not Not
₹675 ₹1,080 ₹1,080 ₹1,150 ₹1,150
Langley Jr., Robert Available Available
A. Novack, and
Brian J. Gibson,
Cengage Learning,
2013, 720 pages.
4. Transportation – A
Global Supply
Chain Perspective,
8th edition, John J.
Not Not Not
Coyle, Robert A. ₹27,440 ₹27,4400 ₹29,190 ₹29,190
Available Available Available
Novack, and Brian
J. Gibson, Cengage
Learning, 2016,
528 pages.
5. International
Logistics, 4th
edition, Pierre A. Not Not Not
₹14,670 ₹14,670 ₹15,610 ₹15,610
David, Cicero Available Available Available
Books, 2013, 721
pages.
6. Contemporary
Logistics – Global
Edition, 11th
edition, Paul R. Not Not Not
₹7,440 ₹7,440 ₹7,910 ₹7,910
Murphy, Jr and A. Available Available Available
Michael Knemeyer,
Pearson Education,
2015, 320 pages.
7. Supply Chain and
Logistics
Not Not Not
Management ₹5,220 ₹5,220 ₹5,550 ₹5,550
Available Available Available
Made Easy, 1st
edition, Paul A.
All policies and procedures in this information booklet are subject to change without notice. 7
Myerson, Pearson
Education, 2015,
352.
8. Warehouse
Management – A
Complete Guide to
Improving
Efficiency and
Minimizing Costs in Not Not Not
₹4,330 ₹4,330 ₹4,610 ₹4,610
the Modern Available Available Available
Warehouse, 2nd
edition, Gwynne
Richards, Kogan
Page, 2014, 448
pages.
9. Distribution
Planning and
Control –
Managing in the
Not Not Not
Era of Supply Chain ₹16,890 ₹16,890 ₹17,970 ₹17,970
Available Available Available
Management, 3rd
edition, David F.
Ross, Springer,
2015, 915 pages.
10. The Handbook of
Logistics and
Distribution
Management:
Understanding the
Not Not Not
Supply Chain, 5th ₹4,670 ₹4,670 ₹4,970 ₹4,970
Available Available Available
edition, Alan
Rushton, Phil
Croucher and Peter
Baker, Kogan Page,
2014, 720 pages.
Additional Aid:
11. APICS CLTD Exam
Content Manual
Not
1.0, APICS, 2016, US$25 US$25 ₹2,300 ₹2,300 ₹2,450 ₹2,450
Available
35 pages, APICS
stock # 09160-V10.
++ Prices do not include approx. 25% to 100% shipping and handling charges that are charged by APICS on international shipments to India.
APICS also sells materials in various bundles that are further discounted. Please visit:
http://www.apics.org/productcatalog/apicsfindproducts for details.
All prices and other information are subject to change without any notice.
## Prices change every day and are only indicative. Please check for correct price on day of buying. No shipping and handling charges
@@ Please check with your local bookstore.

Please refer to APICS CLTD Exam Content Manual 1.0 that contains information about the CLTD
examination, question format, taking the test, interpreting test scores, suggested study materials,
additional resources for CLTD candidates, APICS CLTD Learning System educational programs, CLTD
certification maintenance continuing professional development, code of ethics, scope of the subject
matter, CLTD content outline, key terminology, supplemental glossary, bibliography, sample
questions and answers to sample questions.

All policies and procedures in this information booklet are subject to change without notice. 8