## Managing equity plans

- [Creating equity plans](https://community.carta.com/c/finance-advanced/sections/874603/lessons/3314510)  
- [Adding amendments](https://community.carta.com/c/finance-advanced/sections/874603/lessons/3314511)

## Equity awards

- [Drafting and issuing option grants](https://community.carta.com/c/finance-advanced/sections/874605/lessons/3314512)  
- [Drafting and issuing RSAs](https://community.carta.com/c/finance-advanced/sections/874605/lessons/3314513)

## Convertibles

- [Creating convertible terms](https://community.carta.com/c/finance-advanced/sections/874606/lessons/3314515)  
- [Drafting and issuing convertibles](https://community.carta.com/c/finance-advanced/sections/874606/lessons/3314517)  
- [Converting convertibles](https://community.carta.com/c/finance-advanced/sections/874606/lessons/3314518)  
- [Link existing certificates to convertibles](https://community.carta.com/c/finance-advanced/sections/874606/lessons/3314519)  
- [Running a SAFE round](https://community.carta.com/c/finance-advanced/sections/874606/lessons/3314520)

## Financial reporting

- [Intro](https://community.carta.com/c/finance-advanced/sections/874608/lessons/3314521)  
- [The setup wizard — with a Carta 409A](https://community.carta.com/c/finance-advanced/sections/874608/lessons/3314522)  
- [The setup wizard — non-Carta 409A](https://community.carta.com/c/finance-advanced/sections/874608/lessons/3314523)

## Final assessment

- [Next steps — Final assessment required](https://community.carta.com/c/finance-advanced/sections/887216/lessons/3401381)  
- [Submit for certification — Final assessment required](https://community.carta.com/c/finance-advanced/sections/887216/lessons/3359726)