Carta Certified

Complete the courses | Pass the assessment tests | Get certified

Master the Carta platform at your own pace with on-demand courses. Carta Certified gives you the knowledge and skills to navigate your account, manage your cap table, and confidently use Carta’s suite of tools.

 

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Choose the right course for your Carta access level

Select the course that matches your company access level on Carta. Each role has different permissions and responsibilities, so choosing the right course will help you navigate Carta more effectively.

 

Partner Certification Badge

    • Access details:
      • As the name implies, this permission level grants access to every task including modifying the company’s cap table. Full access users have control over platform settings, allowing them to manage all company users.

Customer cert

    • Access details:
      • This access provides the same information as Full Access but restricts actions that can change the cap table. Company editors can add users with Company editor permissions and below.

Customer Certification Badge - HR Admin

Coming soon

Level up professionally

 

Understand the tools and workflows to get things right – the first time

Demonstrate your expertise to clients and your firm so you can set yourself up for career success

Promote your Carta certification on social media, in your email signature, on your resume, and even the Carta platform

Where are you at in your journey?

Find your Customer Journey Guide