Carta Finance Certification

Free platform training | Pass the assessment tests | Get certified

 

The Carta Finance Certification Program now offers finance professionals free training on Carta cap tables, pro formas, and reports to empower them to use our solutions to their fullest potential.

 

Free platform training

The training consists of two tiers: Proficient (Level 1) and Advanced (Level 2).

 

Finance Certification Badge

  • Curriculum (25 mins)

Finance Certified Advanced Badge

  • Curriculum (22 mins)

Schedule your assessments

Once you've completed the coursework, schedule a time to test your proficiency with the team

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