Educating today’s leaders for tomorrow’s opportunities

Executive IQ 2020-2021 Application

The application takes approximately 30 to 45 minutes to complete. 

Please answer all questions. Both this application and a letter of reference must be fully completed and signed before review by the admissions committee.

It is the applicant’s responsibility to notify the Money Management Institute of any change in employment status that occurs between the time this application is submitted and the start of the program.

General Information
Education & Certifications
(check only highest level attained)
(click all that apply)
Organization / Company Information
Current Organization
(List title, level and responsibilities)
(check one only)
(Limit to three)
Other Experience:
300 word maximum
Money Management Institute
Program Expectations
200 word maximum
200 word maximum
200 word maximum
200 word maximum
Letter of Reference Information

Money Management Institute requires that a letter of reference be completed by your manager or another senior executive in your reporting line that is familiar with your character, role and responsibilities and who can provide a detailed firsthand account.

Please provide the referring executive with the letter of reference form included at the end of this application. The application review committee will begin its review only upon receipt of both the application and the letter of reference.

Name of Reference

If accepted into Executive IQ, I commit to being an active participant in all aspects of the program — in class, in learning teams, and in other program activities.

I understand and agree that the program will be covered with photography and video and my images/videos, name as well as attributed experiences may be shared on program webpages for informational and/or promotional purposes.

I certify that the information provided by me is correct to the best of my knowledge and any errors and omissions are purely incidental. Submission of this online application form confirms the candidate's agreement to all terms and conditions as outlined in this application.

A program fee for Executive IQ — which includes tuition, most meals, teaching materials, and certificates of participation — is due and payable upon acceptance of the participant. Upon acceptance, payment is required prior to the program start date. Please note that any travel and lodging are separate and the responsibility of the participant.

I have read the cancellation policy and agree to the terms stated.

By applying for this program, I agree that MMI may use the information I provide to contact me with future updates and marketing communications. I can unsubscribe at any time from such communications by clicking the unsubscribe link in the footer of those emails, or by replying to them and asking to be unsubscribed.

Invoicing Information

The Gateway Foundation is providing scholarships to qualified, diverse applicants that are interested in Executive IQ. 

To be eligible for a scholarship, you must:

  • Self-identify as African American/black, Hispanic, Latinx or including but not limited to African, Caribbean, Mexican, Cuban, Dominican, etc.
  • Be a U.S. citizen or legal resident
  • Complete the MMI Executive IQ application and be accepted into the program​
  • Email your answers to the three questions below to
    • What aspect of the financial services industry most interests you?
    • How would this grant make a difference for you?
    • To what do you attribute your past successes?

Scholarships will be awarded based on the above eligibility and qualifying questions.

NOTE: Applicants are not required to be employed by an MMI member firm or have a professional background in financial services to apply.

We look forward to receiving your application. If you have any questions, please contact us either or by calling us at 646-868-8500.