Investments & Wealth Institute
Anita Hartz is a professional with extensive experience in the financial and certification sectors. Currently serving as a Standards and Legal Assistant at the Investments & Wealth Institute since November 2022, Anita previously held roles including Certification Services Coordinator and Recertification Specialist within the same organization from June 2014 to April 2020. Prior to this, Anita worked as a Creative Specialist at the Council of Petroleum Accountants Societies, Inc. from February 2011 to May 2014. Anita holds a Bachelor of Arts degree in English from the University of Colorado Denver.
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Investments & Wealth Institute
The Investments & Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising news, podcasts, CE events, certifications, andmore. The Institute’s professional designations and educational programs help advisors deliver on that value every day.