Begin building a strong foundation in Carta’s core workflows.
What’s included
Self-paced learning sections focused on core cap table concepts
15 points earned for each completed section
Designed to prepare you for the Proficient-level assessment
Assessment & certification
To earn the Finance Proficient certification, you’ll complete a final practical assessment
Assessment access is provided with the help of Carta’s Partner support team by creating your own unique credentials to a Carta certification environment
Once your submission is reviewed and approved, you’ll earn:
150 bonus points
The Finance Proficient certification status in Carta Community