Details Price Qty
CI101 Online 06/12/2021 - 07/12/2021show details + £0.00 (GBP)  

  • 06/12/2021 - 07/12/2021
    08:00 - 17:00

Course Overview

This 2 day course is designed to offer delegates a comprehensive introduction to IDEA.

Delegates gain experience in using CaseWare IDEA 10 to perform comprehensive substantive tests of transactions. These often tie into checks of operational procedures and controls e.g.

  • Investigating duplicate invoicing and purchasing
  • Investigating occurrence – sales
  • Investigating authorisations and potential phantom suppliers
  • Cross-checking calculations
  • Investigating potential conflicts of interest when payments are made

The course comprises 8 mini sessions over two days. Each session involves at least one auditing / testing objective and a set of IDEA learning objectives to enable delegates to come to grips with the product. This will involve following the tutor on screen but will also involve individual and group exercises. Delegates will generally be working individually, with the opportunity to work in pairs and groups.

Our aim is to guide delegates to the scenario solutions whilst equipping them with the ability to use the product in anger on their return to the office.

The course is recognised by the CPD Institute and has a value of 7 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.

Training Scenarios

  • Analysis of Sales
  • Credit Card Expenses
  • General Ledger Testing
  • Invoice Payments Authorisation Audit

IDEA Functionality Covered

This CIDA foundation level course covers a lot of ground in order to ensure that delegates are able to start utilising the product immediately on their return to the office.

Course Details

Course Type:
CI101 Introduction to IDEA Data Analysis
Online only
Event Price:

Start Date: 06/12/2021
End Date: 07/12/2021

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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

Download Course Guide

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