AI Mastery Purple Belt Level FAQs (Video) (Course Id 2725)

• Who is this course for?
  This course is designed for CPAs and other professionals who need Continuing Professional Education (CPE) and have prior experience with Standard Operating Procedures (SOPs) and GPT usage.

• What is this course about or what problem does this course solve?
  The course addresses common real-world FAQs and bottlenecks that professionals encounter when transitioning from AI theory to practical deployment, particularly with custom GPTs.

• How can the knowledge from this course be used?
  Learners can use the knowledge to build, document, and optimize SOPs, evaluate process automation readiness, and implement the Eliminate, Automate, Delegate (EAD) framework to improve efficiency and innovation in business workflows.

• Why is this course important to a CPA or Accountant?
  It equips CPAs and accountants with practical AI implementation strategies that enhance workflow efficiency, increase ROI, and prevent burnout from AI misuse.

• When is this course relevant or timely?
  This course is especially relevant in 2025 and beyond as businesses seek to scale their AI initiatives and integrate GPT-based tools into their operations effectively.

• How is a course like this consumed or used?
  The course is delivered as a self-paced video module under the NASBA QAS Self Study format, complete with review questions and a final exam to earn CPE credit.

In this advanced module of the AI Mastery Series, learners will deepen their understanding of custom GPT deployment through the Purple Belt lens — the "confident operator" level. This course addresses the most frequent real-world FAQs and bottlenecks encountered as learners move from theory to practice.

Participants will explore how to build, document, and optimize Standard Operating Procedures (SOPs), determine when a process is ready for automation, and leverage the Eliminate, Automate, Delegate (EAD) framework to create effective, human-AI workflows. Through strategic application, CPAs and professionals will unlock efficiency gains, ROI tracking, and sustainable innovation — all while avoiding common pitfalls of AI overwhelm.

Video - NASBA QAS - NASBA Registry - 2725

Course Learning Objectives

1. Define what constitutes a “custom GPT” and its strategic purpose in business workflows.
2. Explain the “Eliminate, Automate, Delegate” (EAD) framework and how it contrasts with similar models.
3. Outline the process for documenting and optimizing workflows to prepare for GPT-based automation.
4. Evaluate automation readiness using performance metrics and SOP validation.
5. Apply an effectiveness filter to prioritize AI innovations and avoid overwhelm.

Chapter 1 - AI Mastery Purple Belt Level FAQs

Chapter 1 Review Questions