2023-2024 Application The application takes approximately 30 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 Prefix Mr. Mrs. Ms. Miss Dr. First Name * Middle Initial Last Name * Suffix Jr. Sr. Gender * Male Female Other Prefer Not to Specify Business Email * Business Phone * Mobile Number * LinkedIn Profile Education & Certifications Degree * (check only highest level attained) BS/BA MS/MA MBA JD/Law Other (Please specify) Degree Other * College / University * Certifications (click all that apply) AIF CFA CIMA FINRA Series 7 FINRA Series 9&10 FINRA Series 24 Other (Please specify) Certifications Other * Organization / Company InformationCurrent Organization Company/Organization Name * Current Role * (List title, level and responsibilities) What function best describes your position? * (check one only) Accounting/Finance Financial Advisor General Management Human Resources Information Technology & Services Legal/Compliance and Risk Marketing National Accounts / Vendor Relationship Planning & Strategy Portfolio Management Product Management/Development Project Management Research Sales/Distribution Operations Other (please specify) What function best describes your position? Other * How many employees are under your direct supervision and what are their general roles? * What is the name and title of the person to whom you report? * Please list any advancements or promotions you have received at your current organization. * (Limit to three) Other Experience: How many years of experience do you have in the financial services industry? * List your previous roles in the industry. * 300 word maximum Money Management Institute Have you attended past MMI events? If so, which events? * Have you been involved in any other MMI activities such as communities, courses or other professional development programs? * Yes No If yes, please list. * How did you learn about this program? * Colleagues MMI email communication MMI website My Human Resources / L&D contact My manager Other leaders at my company or within my industry Social Media Other (please specify) How did you learn about this program? Other * Program Expectations Please explain your objectives for attending this program. What do you hope to gain by participating in this program? * 200 word maximum Describe what you think other program participants may learn from you. What skills and experience do you bring to the program? (e.g., perspectives, skills, expertise) * 200 word maximum As we work to assign participants to coaching ‘pods’, we are being intentional to promote diversity and inclusion. Not only does diversity ensure representation of multiple functions, perspectives, racial and ethnic backgrounds, it also fuels leadership excellence and innovation. In addition to the background you provided earlier, please select all that apply. I identify my ethnicity as: * Asian Black/African American White/Caucasian Hispanic/Latino Native American Pacific Islander Prefer Not to Answer Other (please specify) Ethnicity? Other 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. Once you submit your application, your reference will automatically be contacted to complete the letter of reference. The application review committee will begin its review only upon receipt of both the application and the letter of reference. Name of Reference Prefix Mr. Mrs. Ms. Miss Dr. First Name * Middle Initial Last Name * Suffix Jr. Sr. Title or Position * Business Email * Business Phone * Acknowledgements 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. Please confirm * I agree (please initial here): * Invoicing Information How will your participation be funded? * My Firm Self If accepted to the program, who should receive the invoice? Prefix Mr. Mrs. Ms. Miss Dr. First Name * Middle Initial Last Name * Suffix Jr. Sr. Title or Position * Business Phone * Preferred Email * We look forward to receiving your application. If you have any questions, please contact us at exec.admissions@mminst.org or by calling (646) 868-8500.
