IBM Cloud Technical Advocate study materials
IBM Cloud Technical Advocate study resources

IBM Cloud Technical Advocate study plan

IBM Cloud Technical Advocate · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Cloud Computing Concepts and Business Value

  • Define IaaS, PaaS, and SaaS in your own words, then place at least eight IBM Cloud offerings (VPC VSIs, OpenShift, Code Engine, Cloud Object Storage, Db2 on Cloud, IBM Cloud Databases) into the correct model and justify each placement.

  • Compare capital-expenditure and operating-expenditure models for a three-tier web application, listing which cost lines move from fixed to variable and which do not.

  • Explain the shared responsibility model three times: once for a VPC virtual server, once for OpenShift on IBM Cloud, and once for a fully managed database service, naming who patches the OS, the runtime, and the data in each case.

  • Build a business-value narrative for a skeptical CFO covering elasticity, time-to-market, disaster-recovery cost avoidance, and exit/portability risk, with at least one quantified assumption per claim.

Your checkpoint

A two-page business value brief containing a service-to-cloud-model mapping table, a CAPEX versus OPEX comparison with stated assumptions, and a three-row shared responsibility matrix.

Week 2

IBM Cloud Platform Architecture and Compute Options

  • Diagram the IBM Cloud resource hierarchy from account through resource groups, regions, zones, to individual service instances, and annotate where access control, billing, and fault isolation are each enforced.

  • Compare VPC virtual server profiles (balanced, compute, memory, very high memory), Bare Metal Servers, Power Virtual Server, and OpenShift or Kubernetes worker nodes on isolation, cost shape, and workload fit, then recommend one option for three given workloads.

  • Provision a VPC with two subnets in different zones, one virtual server instance in each, a load balancer with a health check, and a public gateway on only one subnet, then verify failover behavior by stopping one instance.

  • Explain when Code Engine beats OpenShift and when OpenShift beats a plain virtual server, using cold-start, scaling-to-zero, and operational-ownership arguments.

Your checkpoint

A working two-zone VPC with load-balanced instances, plus a one-page compute decision table covering five workload scenarios and the reasoning behind each pick.

Week 3

Storage, Networking, and Data Services

  • Select a storage type and tier for five scenarios covering a shared filesystem for containers, a high-IOPS transactional database, and archival compliance data, justifying each choice with IOPS, durability, and access-pattern reasoning.

  • Configure VPC network security using security groups, network ACLs, floating IPs, and public gateways, then describe a private-only workload path that reaches the internet without exposing any instance directly.

  • Create a Cloud Object Storage bucket with a lifecycle rule, a bucket policy, and a service credential scoped to a single bucket, then document how Vault, Cold Vault, and Smart Tier change the cost profile as object age increases.

  • Compare IBM Cloud Databases for PostgreSQL, Db2 on Cloud, and Databases for MongoDB on managed backups, high availability, and connection-secret handling, and pick one for a regulated workload.

Your checkpoint

A storage and networking decision matrix with at least eight rows, backed by a live object storage bucket that carries a working lifecycle rule and a least-privilege credential.

Week 4

Security, Identity, and Compliance

  • Design an IAM model using access groups, service IDs, and trusted profiles, distinguishing platform management roles from service access roles and demonstrating why assigning policies to individuals does not scale.

  • Enable a customer-managed encryption key in Key Protect or Hyper Protect Crypto Services and bind it to an object storage bucket, then explain key rotation, key revocation impact, and the keep-your-own-key versus bring-your-own-key distinction.

  • Route Activity Tracker events to a persistent destination and identify the specific events produced by an IAM policy change, a key deletion, and a bucket access, explaining why each matters to an auditor.

  • Map one regulated workload to at least four IBM Cloud compliance certifications such as SOC 2 Type 2, ISO 27001, HIPAA, and PCI DSS, and state which controls remain the customer's responsibility under each.

Your checkpoint

An IAM role matrix mapping four personas to platform and service roles, plus written evidence of a customer-managed-key-encrypted bucket and a captured audit trail showing three distinct security events.

Week 5

Application Modernization and AI Services & Cost Management, Support, and Account Governance

  • Outline a three-step modernization path for a monolith using containerization, a Tekton or CI/CD pipeline, and observability, and name the point at which you would recommend re-platforming versus refactoring.

  • Deploy an application to Code Engine directly from source, confirm scale-to-zero behavior, and contrast the operational overhead against running the same container on OpenShift.

  • Invoke a Watson or watsonx.ai service endpoint to extract insight from sample text, and explain how prompt or model governance, data residency, and API key rotation apply in production.

  • Compare IBM Cloud support plans (Basic, Advanced, Premium) on response-time commitments and included advisory services, then select one for a production workload with a stated recovery-time objective.

Your checkpoint

A running Code Engine application with a documented API call to an AI service, plus a modernization roadmap and support-plan recommendation for one named application.

Week 6

Cost Management, Support, and Account Governance

  • Structure an account for cost attribution using resource groups and a mandatory tagging convention, then show how tags flow into billing and usage reporting.

  • Create a budget with spending alerts and forecast the cost of a two-zone workload using the Cost Estimator, documenting every assumption about hours, storage, and egress.

  • Apply enterprise governance by describing how an enterprise, account groups, and accounts relate, and where catalog restrictions and enterprise-level IAM policies override account-level settings.

  • Audit an existing account for idle or orphaned resources, unused floating IPs, and over-provisioned instances, and quantify the monthly savings of the clean-up.

Your checkpoint

A cost model spreadsheet with tag-based allocation, a configured budget alert, an audit finding list with dollar savings, and a support-plan comparison table.

Week 7

IBM Cloud Platform Architecture and Compute Options & Security, Identity, and Compliance

  • Design an end-to-end landing zone for a regulated three-tier application covering VPC segmentation, private connectivity, key management, audit logging, and compute placement, and defend each choice against a stated compliance constraint.

  • Re-run two hands-on labs without instructions: one IAM policy binding with a service ID, and one VPC deployment with security groups and a load balancer, to confirm muscle memory rather than recall.

  • Rewrite your three weakest explanations from weeks one through six in plain language a customer would accept, targeting the specific points you got wrong on practice questions.

  • Trace a single user request from the public internet through the load balancer, security group, application instance, and database, naming every control and log source it touches.

Your checkpoint

A complete architecture diagram with an accompanying control-by-control narrative, plus a remediation log listing your five weakest topics and the corrected explanation for each.

Week 8

Cloud Computing Concepts and Business Value & Cost Management, Support, and Account Governance

  • Complete two full-length timed practice exams weighted by the published domain percentages, and score each domain separately to identify residual gaps.

  • Re-derive the business-value and cost-governance arguments from memory, since these are the highest-frequency reasoning questions and the easiest to under-prepare.

  • Review every missed item from weeks one through seven and rewrite each as a one-sentence rule you can apply to a new scenario rather than to the exact question seen.

  • Rehearse a five-minute verbal walkthrough of a full IBM Cloud solution covering architecture, security, cost, and support, without notes.

Your checkpoint

A domain-by-domain scorecard from the practice exams with a pass or fail threshold applied, plus a one-page final cheat sheet of rules and service-selection heuristics.

Milestones

Week 2: Explain the IBM Cloud resource hierarchy and the compute decision table aloud in under five minutes with no notes, and show a working two-zone VPC where stopping one instance does not break the service.

Week 4: Score at least 80 percent on a 40-question mixed set covering domains one through four, and reconstruct the IAM policy model (access groups, service IDs, platform versus service roles) from memory on a blank page.

Week 6: Produce a cost estimate within 15 percent of actual usage for a deployed workload, and correctly match three distinct customer scenarios to Basic, Advanced, or Premium support with a stated justification.

Week 7: Deliver the landing-zone architecture to a listener who can restate the security and cost tradeoffs back to you accurately, with no unexplained service names.

Week 8: Average at least 85 percent across two full timed practice exams with no single domain below 75 percent, and complete the five-minute verbal solution walkthrough without notes.