CARTA FINANCE CERTIFICATION PROGRAM

Proficient Level

The Proficient level offers a robust overview on some of Carta's core features.

Learn how to navigate the Carta platform and manage the cap table basics by creating and managing share classes, issuing and modifying certificates, and more.

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Curriculum

Lesson 1: Basic navigation

Lesson 2: Managing share classes and certificates

Lesson 3: Compliance

Lesson 4: Reports and pro formas

Start learning: lesson 1

On-demand training

To achieve your certification, watch the on-demand videos on each subject below. Take your time to learn and understand the processes in this curriculum. Once you feel confident in the concepts presented, you can schedule your Proficient level assessment test.

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Proficient

CARTA FINANCE CERTIFICATION PROGRAM

Proficient Level

Curriculum

On-demand training

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