ChatGPT - White Belt Program - Theory (Video) (Course Id 2696)

• Who is this course for?
  This course is designed for CPAs, accountants, IRS Enrolled Agents, and other professionals seeking Continuing Professional Education (CPE), particularly those who are new to ChatGPT or uncertain about integrating it into their workflow.

• What is this course about or what problem does this course solve?
  The course provides a mindset-driven introduction to using ChatGPT, helping professionals shift from hesitation to confident use of generative AI tools in their daily work.

• How can the knowledge from this course be used?
  Participants can apply what they learn to create effective AI prompts, personalize their ChatGPT workspace, and integrate ChatGPT into content creation, client communication, and decision-making processes.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips financial professionals with foundational AI skills needed to stay competitive and efficient in a rapidly evolving technological landscape.

• When is this course relevant or timely?
  The course is especially timely now, as AI continues to transform the accounting industry, and was recently updated as of November 1, 2025.

• How is a course like this consumed or used?
  Delivered as a self-paced video course under NASBA QAS self-study guidelines, it includes review questions and a final exam for earning CPE credit.

In this fast-evolving era of artificial intelligence, accountants and entrepreneurs can no longer afford to be passive observers. Mastering ChatGPT offers a practical, mindset-driven introduction to using generative AI tools with clarity, confidence, and competence. Designed around the White Belt level of the Pharos Digital Dojo framework, this course teaches participants how to shift from hesitation to empowered experimentation with AI.

Learners will explore how to craft clear, effective prompts using the proven "role-task-output" method, personalize their ChatGPT workspace for productivity, and engage with a supportive community of professionals navigating the same transformation. The course is structured around five foundational “badges” (Mindset, Skillset, Gearset, Community, and Attitude) that each offer small, low-risk wins to build momentum and confidence.

Whether you’re brand new to ChatGPT or have tried it but aren’t sure how to integrate it into your workflow, this course is your launchpad. Through a blend of theory, demonstration, and guided practice, you’ll begin to see ChatGPT not as a threat, but as a powerful thinking partner. By the end, you’ll have the tools and trust needed to leverage ChatGPT for content creation, daily decision-making, and client communication, all with a distinctly human touch.

Video - NASBA QAS - NASBA Registry - 2696

Course Learning Objectives

1. Identify the five core skill badges required to progress from ChatGPT beginner to advocate, including Mindset, Skillset, Gearset, Community, and Attitude.
2. Apply the “role-task-output” prompt structure to create simple, effective AI-generated outputs for professional use.
3. Customize the ChatGPT interface and settings to create a personalized, productive AI workspace.
4. Demonstrate consistent engagement with ChatGPT by integrating it into simple daily tasks to build confidence and leverage.

Chapter 1 - ChatGPT - White Belt Program - Theory

Chapter 1 Review Questions