2023-2024 Application (Combined Executive IQ and Gateway Scholarship Application)

Executive IQ 2023-2024 Application (With Additional Gateway Foundation Scholarship Application Questions)

Through the generous donations of MMI member firms and individual donors, The Gateway Foundation is providing scholarships to qualified, diverse applicants that are interested in Executive IQ. This application contains the Executive IQ application requirements as well as qualifying Gateway Foundation Scholarship questions. An Applicant must be accepted to Executive IQ to then be considered for a Gateway Foundation Scholarship.

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
Education & Certifications
(check only highest level attained)
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

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.

Gateway Scholarship Application

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

To be eligible for a scholarship, you must: *

Complete the MMI Executive IQ application above and be accepted into the program

Self-identify as African American/black, Hispanic, Latino or including but not limited to African, Caribbean, Mexican, Cuban, Dominican, etc.

Be a U.S. citizen or legal resident

200 word maximum
200 word maximum

Scholarships will be awarded based on the above eligibility and responses to 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.

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

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 — will be covered by a Gateway Foundation scholarship. 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.