The Carta Certification Program now offers finance professionals free training on Carta cap tables, pro formas, and financial reports 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; such as, run quick scenario models for your clients and streamline your reporting -
Complete the assessment to:
Demonstrate your expertise to clients and your firm so you can set yourself up for career success. -
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!
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Finance Proficient Lessons Watch here |
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Finance Advanced Lessons Watch here |
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Financial Reporting Module Watch here |
How is the training program structured?
The training consists of two tiers: Proficient (Level 1) and Advanced (Level 2). Details are provided below:
| Level | Length | Requirement | Recommended Audience |
| Proficient | 35 min | Proficient Test | In-house CFOs and accountants |
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Advanced
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~1 hour
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Advanced Test
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In-house CFOs and accountants
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Level Time Stamps
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Proficient |
Advanced |
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Financial reporting module
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Questions? Please reach out to certifications@carta.com
Watch the videos and schedule your assessment test!
Assessment tests
In order to get certified, you must go through an assessment test. Once you participate in the recorded training session 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 the demo.
If you are approved, you can keep the demo account indefinitely so you can test workflows and play around with reports, pro formas, and more!
*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.
Schedule your assessment test here!
DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.