Purple Belt Program Theory (Video) (Course Id 2724)

• Who is this course for?
  This course is intended for accountants and professionals seeking Continuing Professional Education (CPE), particularly those familiar with ChatGPT or prompt engineering basics.

• What is this course about or what problem does this course solve?
  The course addresses the challenge of scaling and systematizing workflows by teaching accountants how to design and deploy custom GPTs that automate repetitive tasks within branded frameworks.

• How can the knowledge from this course be used?
  Participants can use the knowledge to build, test, and implement branded GPT systems that improve efficiency and performance in daily accounting tasks.

• Why is this course important to a CPA or Accountant?
  It equips CPAs and accountants with practical skills to leverage AI technology for greater productivity, enabling them to turn manual processes into scalable, automated solutions.

• When is this course relevant or timely?
  This course is especially timely in 2025 as accountants increasingly integrate AI into their practice to stay competitive and enhance their service offerings.

• How is a course like this consumed or used?
  This self-study video course is completed online at the learner’s own pace, requiring successful completion of a final exam with a minimum score of 70% to earn CPE credit.

In this self-study course, learners explore the transformative journey from hopeful experimentation to becoming a confident operator by mastering the strategic deployment of custom GPTs. Designed specifically for accountants and professionals aiming to systematize and scale high-impact workflows, this course teaches participants how to convert repetitive tasks into automated, branded GPT systems.

Participants will learn to identify their most valuable use case, architect a custom GPT that meets brand and performance standards, and embed it into a daily routine to unlock time and value. This is the core of the Purple Belt level: systematization, strategy, and sustainable leverage.

Video - NASBA QAS - NASBA Registry - 2724

Course Learning Objectives

1. Define the purpose and strategic value of a single-purpose custom GPT in accounting workflows.
2. Identify and eliminate bottlenecks using the “eliminate, automate, delegate” framework.
3. Design, test, and deploy a custom GPT that performs at an 80% task completion metric.
4. Apply brand standards and quality assurance loops to ensure consistent, on-brand GPT output.
5. Develop proprietary systems and documentation to support repeatable, scalable GPT integration.

Chapter 1 - Purple Belt Program Theory

Chapter 1 Review Questions