CA ANZ Data Analytics and Insights study materials
CA ANZ Data Analytics and Insights study resources

CA ANZ Data Analytics and Insights study plan

CA ANZ Data Analytics and Insights · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Data Fundamentals and Data Quality & Data Analytics Techniques and Tools

  • Distinguish structured from unstructured data and classify ten sample data elements by type, source and storage format

  • Identify and document five common data quality defects (completeness, accuracy, consistency, timeliness, uniqueness) in a supplied dataset description

  • Build a simple data dictionary for a fictional accounts-receivable extract, defining field name, type, allowable values and owner

  • Write a repeatable validation checklist that another reviewer could apply to test data before analysis

Your checkpoint

A one-page data dictionary plus a validation checklist covering at least eight fields and five quality dimensions

Week 2

Data Analytics Techniques and Tools

  • Explain when to use descriptive, diagnostic, predictive and prescriptive analytics, matching each to a business question

  • Perform basic profiling on a small dataset using spreadsheet functions or a scripting tool: row counts, null counts, distinct values, min/max, outliers

  • Write and debug at least five query or formula constructs that join, filter, aggregate and group data

  • Interpret a correlation coefficient and explain why correlation does not establish causation in an audit context

Your checkpoint

A profiling workbook or script output with a short written interpretation of three anomalies found

Week 3

Data Analytics Techniques and Tools & Analytics for Audit and Assurance

  • Apply sampling concepts: select a random and a stratified sample from a transaction population and compare coverage

  • Design a full-population test approach for a duplicate-payment scenario, stating the test logic and exception criteria

  • Calculate and interpret basic statistical measures (mean, median, standard deviation, z-score) on a monetary population

  • Draft the working-paper structure that records data source, extraction date, test logic, results and reviewer sign-off

Your checkpoint

A full-population duplicate-payment test design with exception criteria, sample comparison and a working-paper template

Week 4

Analytics for Audit and Assurance & Analytics for Financial Reporting and Management Decision Making

  • Map analytics tests to financial statement assertions (occurrence, completeness, accuracy, cut-off, classification)

  • Design three journal-entry testing routines: round-number entries, post-period-end entries and unusual user-postings

  • Build a three-way match test for purchase order, goods receipt and invoice, defining tolerances and exception handling

  • Analyse a revenue dataset for cut-off risk around period end and quantify the value of exceptions

Your checkpoint

A journal-entry and three-way-match testing pack with assertion mapping and a quantified exceptions summary

Week 5

Analytics for Financial Reporting and Management Decision Making & Data Visualisation and Communication of Insights

  • Construct a variance analysis comparing actual to budget by cost centre and explain the two largest drivers

  • Build a simple driver-based forecast and state the assumptions and their sensitivity

  • Select the correct chart type for six given analytical questions and justify each choice

  • Redesign one poor chart by removing clutter, fixing axis scales and adding a clear takeaway title

Your checkpoint

A two-page management commentary with one variance table, one forecast summary and one redesigned chart

Week 6

Data Visualisation and Communication of Insights

  • Write an insight statement in the form finding, so-what, recommended action, for three separate analytical results

  • Structure a five-slide narrative that moves from question to evidence to recommendation

  • Apply appropriate precision and rounding when reporting monetary and percentage results to avoid overstating confidence

  • Deliver a short verbal briefing to a non-technical audience and record the questions raised

Your checkpoint

A five-slide insight deck with speaker notes and a log of at least five anticipated stakeholder questions with answers

Week 7

Governance, Ethics and Professional Standards in Data Analytics & Emerging Technologies and Innovation in Analytics

  • Apply confidentiality, privacy and data-minimisation principles to a scenario involving customer records, documenting lawful basis and retention

  • Identify threats to objectivity and professional scepticism when an analyst also owns the process being tested

  • Evaluate three emerging techniques (process mining, robotic process automation, machine-learning anomaly detection) against a stated business problem, noting limitations

  • Assess the risks of biased training data and unexplainable model outputs in a decision-support context

Your checkpoint

A two-page governance memo covering privacy controls, independence safeguards and a scored evaluation of three emerging techniques

Week 8

Data Fundamentals and Data Quality & Data Analytics Techniques and Tools & Data Visualisation and Communication of Insights & Analytics for Audit and Assurance & Analytics for Financial Reporting and Management Decision Making & Governance, Ethics and Professional Standards in Data Analytics & Emerging Technologies and Innovation in Analytics

  • Consolidate weak areas by re-testing the two domains with the lowest practice scores

  • Complete a timed mixed-topic practice set and review every incorrect answer to its underlying concept

  • Summarise each domain into a single page of key definitions, formulas and judgement points

  • Rehearse explaining one end-to-end analytics case from data extraction to communicated insight

Your checkpoint

A full set of seven one-page domain summaries plus a scored practice log with a remediation list

Milestones

Week 2: Can profile an unfamiliar dataset unaided and articulate five quality issues within 30 minutes

Week 4: Can map any given analytics test to at least one financial statement assertion and justify the link

Week 6: Can convert a raw result into a finding-so-what-action statement in under ten minutes

Week 8: Scores at least 70% on a timed mixed-topic practice set across all seven domains