FA Certification Program
FA Certification Program
Carta now offers a certification program designed exclusively for Fund CFOs.
The FA Certification Program offers free training on the fund administration platform. The training introduces you to the Carta tools available to you, and teaches you how to use them.
By following the video modules below, you’ll be able to get the knowledge you need in order to optimize your workflows. You only need to register once for access to all of the modules.
1. Contacts and Permissions \ Watch here
2. Capital Call Workflow \ Watch here
3. Subsequent Closings / Messaging Fund Admin \ Watch here
4. Requesting Transfers / Submitting General Request \ Watch here
5. Reviewing Capital Calls \ Watch here
6. Bulk Notices and Capital Call Reminders \ Watch here
7. Management Fees \ Watch here
8. Cash Forecasting Overview \ Watch here
9. SOI Approval and Update \ Watch here
10. Reviewing Financials \ Watch here
11. Day One Financials \ Watch here
12. Fund Metrics \ Watch here
13. Auditor Portal Overview \ Watch here
14. Downloading SOC Reports \ Watch here
15. K1 and Tax \ Watch here
16. Managing Your Fund Tax Process \ Watch here
17. Scenario Modeling Overview \ Watch here
18. Distribution Workflow \ Watch here
19. Distributions: Send Wire Instructions Request \ Watch here
Take the training to:
- Understand the tools and workflows to get things right
- Gain access to an exclusive CFO Slack channel
- Discuss best practices, industry events, and more with your peers
- Receive invitations to future FA programming and initiatives
- Indicate your interest in receiving prospective client referrals
- Unlock a Carta FA Certified Badge
- Promote your badge on social media, in your email signature, or anywhere you see fit
Once you view all the videos, please submit this form to show proof of completion.
How to watch a lesson:
Click “Watch here” above to watch the modules. You can complete at your own pace by starting and stopping the video. You only need to register once for access to all of the sessions.
How to receive your FA Certification and badge: Please submit this form after completing all of the lessons. Once the form is submitted, a Carta representative will reach out to provide your badge for your records and to provide access to the exclusive Slack channel.
How to contact us:
Email us at investorpartners@carta.com