CARTA PARTNER CERTIFICATION PROGRAM

Expert Level

The Expert level brings workflows that will help you interact with convertibles, warrants and stakeholder properties, as well as show you how to manage ISO/NSO splits, clean potential cap table errors, and more.

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Curriculum

Lesson 1: Cap table health and compliance

Lesson 2: Managing stakeholders and vesting schedules

Lesson 3: Share certificates and equity awards

Lesson 4: Managing warrants and convertibles II

Lesson 5: Fundraising and non self-service

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 Expert level assessment test.

Schedule your assessment

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Expert

CARTA PARTNER CERTIFICATION PROGRAM

Expert Level

Curriculum

On-demand training

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