The First 10 Levels of AI Mastery (Video) (Course Id 2707)

• Who is this course for?
  This course is for accounting professionals, including CPAs and those seeking CPE credits, who want to understand and apply ChatGPT in their work.

• What is this course about or what problem does this course solve?
  It addresses the challenge of understanding and leveraging AI, specifically ChatGPT, by introducing a 10-level mastery framework that connects AI capabilities to practical business applications.

• How can the knowledge from this course be used?
  Learners can apply the knowledge to automate workflows, design SOPs, delegate strategically, and enhance client services using ChatGPT in their accounting practices.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It helps professionals combine domain expertise with AI to improve efficiency, scalability, and innovation in their roles.

• When is this course relevant or timely?
  The course is especially timely with the current rise of AI in professional services and was released in 2025 to meet emerging technological needs in accounting.

• How is a course like this consumed or used?
  This is a self-paced video course with review and final exam questions, accessible online and requiring no advance preparation.

This self-study course is designed for accounting professionals seeking to build a practical and strategic understanding of ChatGPT and its business applications. Jeff Borschowa presents a 10-stage mastery framework—from Overwhelmed Observer (White Belt) to Empowered Advocate (Double Black Belt)—that helps learners assess their current skill level and progress toward AI-powered innovation.

Using a martial arts-inspired belt progression, the course simplifies complex AI concepts and connects them to tangible, profession-specific goals such as workflow automation, SOP design, strategic delegation, and client service innovation. Learners will gain clarity on how to leverage their domain expertise with ChatGPT to amplify effectiveness, optimize processes, and create scalable impact within their firms or roles.

Video - NASBA QAS - NASBA Registry - 2707

Course Learning Objectives

1. Identify and describe the 10 belt levels in the ChatGPT mastery model, including key characteristics, objectives, and progression markers.
2. Recognize how AI fluency and domain expertise can be integrated to eliminate, automate, and delegate tasks in accounting workflows.
3. Develop strategies for transitioning from tactical usage of ChatGPT to strategic innovation within their firm or role.
4. Evaluate their own AI proficiency level and determine actionable next steps toward mastery and business transformation.

Chapter 1 - The First 10 Levels of AI Mastery

Chapter 1 Review Questions