Sign up for the upcoming sessions.
Each level is split into 2 one-hour sessions.
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Proficient 1/2 February 11 Watch the recording |
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Proficient 2/2 February 13 Watch the recording |
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Proficient 1/2 March 11 Watch the recording |
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Proficient 2/2 March 13 Register here |
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Premier 1/2 February 18 Watch the recording |
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Premier 2/2 February 20 Watch the recording |
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Premier 1/2 March 18 Register here |
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Premier 2/2 March 20 Register here |
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Expert 1/2 February 25 Watch the recording |
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Expert 2/2 February 27 Watch the recording |
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Expert 1/2 March 25 Register here |
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Expert 2/2 March 27 Register here |
The Carta Certification Program offers law firm and equity admin users free training on Carta cap tables to empower them to use our solutions to their fullest potential.
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Take the training to:
Understand the tools and workflows to get things right – the first time
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Complete the assessment to:
Demonstrate your expertise to clients and your firm so you can set yourself up for career success.
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Gain a competitive edge by:
Promoting your Carta certification on social media, in your email signature, on your resume and more. Your certification will even show up on the Carta platform!
How is the training program structured?
The training consists of three tiers: Proficient (Level 1), Premier (Level 2), and Expert (Level 3). Each level is split into 2 one-hour sessions. Details are provided below:
| Level | Content | Length | Requirement | Recommended Audience |
| Proficient | How to onboard a client; Managing account users; Drafting/issuing/modifying certificates; Transactions; Manage stakeholders (1/3); Reports; 409A page; | 2 hours | Proficient level assessment | Paralegals, associates, equity admins |
| Premier |
Reported issues; Vesting schedules (1/2); Add/amend an equity plan; Draft/issue equity awards; Option exercises; Manage Warrants/Note blocks (1/2); Manage stakeholders (2/3); Deal pro forma
Prerequisite: Proficient Level |
2 hours | Premier level assessment | Paralegals, associates, equity admins |
| Expert |
Account health checks; Vesting schedules (2/2); Canceling options; ISO 100K dashboard; Manage Warrants/Note blocks (2/2); Manage stakeholder (3/3); Form 3921, and more
Prerequisite: Proficient and Premier Levels |
2 hours | Expert level assessment | Paralegal superusers, associates, equity admins |
Learn more about the program through the Certification FAQ guide.
Assessment tests
In order to get certified, you must go through an assessment test for each level. Once you participate the two trainings sessions for each level, you will be given a demo account link/credentials and a task list with the workflows that need to be reproduced in demo.
*After you have received the demo environment link, you will need to complete the assessment within 48 hours. Otherwise, the link will expire and you will need to request a new link to complete the assessment.
Click below in order to schedule your assessment test!
*Prerequisite: Proficient level
**Prerequisite: Premier level
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