Gain experience in CaseWare IDEA Data Analysis Software and perform comprehensive tests related to controls and operational procedures.

Course Overview

This 2-day training course is designed to offer delegates a comprehensive introduction to IDEA Data Analysis. The course contains four mini sessions, each covering a standard audit/testing scenario:

  • Sales Analysis
  • Credit Card Expenses
  • General Ledger
  • Invoice Payments Authorisations

Comprising a mix of tutor-led theory and individual or group exercises, the course’s aim is to guide delegates through the scenarios, whilst equipping them with the knowledge to apply the powerful features to differing projects. Testing examples include:

  • Exploring corporate expenses, looking to understand spending patterns
  • Analysing customer-staff relationships, specifically sales discounts
  • Investigating duplicate invoicing and purchasing
  • Scrutinising authorisations and potential phantom suppliers
  • Examining potential conflicts of interest when payments are made

Course Benefits

Participation in this course will allow delegates to not only understand the purpose and features of IDEA, but to consider best practice approach to data analytics, for example: identifying business objectives, structured data acquisition, and effective reporting, all to increase efficiency and effectiveness.

The course is recognised by the CPD Institute and has a value of 14 hours.

Delegate Requirements

No prior knowledge of IDEA is required but it is clearly preferable for delegates to be working within the audit arena or to be familiar with the concept of data analytics. Competency in basic use of Windows applications is expected. Familiarity with browsing to a file and copying and pasting files within windows is advantageous when we populate our projects with test files – but this is a minor part of the training and the tutor will guide delegates on-screen.

Upcoming Training Courses

Please note that all dates, times, and locations are subject to change.

For a full list of events please see here.

Download Course Guide


Public courses

Delegate fee: £895 + VAT (includes refreshments, buffet lunch and training material).

To book a Scheduled Training Course please select from the available dates above.

In-house training

Minimum number 4, maximum number 8 per course.

Price (per person) on request – capped trainer travel expenses will be charged.

To book or discuss in-house training, please call
+44 (0)1892 512348 or email

Very Useful training for financial audit.

Daxa Varsani
Wales Audit Office

Good introductory course.

Bradley Duffell-Canham
Internal Audit Manager
Virgin Atlantic

Very good course. A lot to take in but useful tool and insight given. Very good.

Lorraine O'Hara
Audit Clerical Officer
Dept. of Health, Ireland


Joseph Warn
Tax Accountant
Anglian Water

I feel much happier and more confident using IDEA. Thanks

Angela Burnett
Aster Group

Thoroughly enjoyable course.

Jenny Trevor
Internal Auditor
Wales Audit Office

Pleased to attend. Achieved my objectives

Graham Attwood
Audit Specialist

Trainer explained everything in great detail. I feel much happier using IDEA now.

Sam Cable
Cost Verification Analyst

Really helpful; given me lots of ideas about how we could use IDEA and the confidence to begin using it more.

Andrew Bidwell
Senior Internal Auditor
University of Bath