## Cap table health and compliance

### Topics
- [Cap table health](https://community.carta.com/c/expert/sections/833605/lessons/3167637)
- [701 disclosures](https://community.carta.com/c/expert/sections/833605/lessons/3167638)
- [ISO 100k dashboard](https://community.carta.com/c/expert/sections/833605/lessons/3167639)
- [Form 3921](https://community.carta.com/c/expert/sections/833605/lessons/3167640)

## Advanced stakeholder and vesting schedule actions

### Topics
- [Pausing vesting](https://community.carta.com/c/expert/sections/833612/lessons/3167641)
- [Accelerate vesting](https://community.carta.com/c/expert/sections/833612/lessons/3167642)
- [Adding and editing stakeholder properties](https://community.carta.com/c/expert/sections/833612/lessons/3167644)

## Advanced security actions

### Topics
- [Modifying post-termination exercise periods](https://community.carta.com/c/expert/sections/833622/lessons/3167673)
- [Securities: Cancellations and reverse cancellations](https://community.carta.com/c/expert/sections/833622/lessons/3167674)
- [Share class conversions](https://community.carta.com/c/expert/sections/833622/lessons/3167675)

## Advanced warrant and convertible note actions

### Topics
- [Warrants: Exercising](https://community.carta.com/c/expert/sections/833628/lessons/3167683)
- [Warrants: Transfers](https://community.carta.com/c/expert/sections/833628/lessons/3167684)
- [Convertible notes: Converting a note](https://community.carta.com/c/expert/sections/833628/lessons/3167685)
- [Convertible notes: Link existing certificates to convertible notes](https://community.carta.com/c/expert/sections/833628/lessons/3167686)
- [Convertible notes: Transfers](https://community.carta.com/c/expert/sections/833628/lessons/3167687)

## Non-self service functions

### Topics
- [Stock splits](https://community.carta.com/c/expert/sections/833634/lessons/3167706)
- [Repricings](https://community.carta.com/c/expert/sections/833634/lessons/3167707)

## Deal Closings

### Topics
- [Email templates](https://community.carta.com/c/expert/sections/834838/lessons/3172749)
- [Setting up the deal](https://community.carta.com/c/expert/sections/834838/lessons/3172756)
- [Adding Investors](https://community.carta.com/c/expert/sections/834838/lessons/3172763)
- [Deal documents](https://community.carta.com/c/expert/sections/834838/lessons/3172766)
- [Sending a signature packet](https://community.carta.com/c/expert/sections/834838/lessons/3172769)
- [Tracking signatures, funds and uploading the AOI](https://community.carta.com/c/expert/sections/834838/lessons/3172775)

## Final assessment

### Topics
- [Next steps — Final assessment required](https://community.carta.com/c/expert/sections/841010/lessons/3404715)
- [Submit for certification — Final assessment required](https://community.carta.com/c/expert/sections/841010/lessons/3359712)