COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
(September - December 2024)
Our 2024 CBIE Fall Cohort Starts Soon!
What is the process for starting a CBIE?
1. Attend a CBIE Open House:
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Learn all about CLIMB's CBIE program​
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Have your questions answered​
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Meet our team that will guide you step by step through the program
All Open Houses are virtual
register below to receive
Zoom link
August ​10 -
9​am-10am CST
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August ​24 -
9​am-10am CST
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September 7 -
9​am-10am CST
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2. Fill Out Application:
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Applications will be available at the Open House Sessions
3. Once
Enrolled:
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Attend 4 Cohort Training Sessions that provides information and teaches you how to set up your own CBIE​​
All Cohort Sessions are virtual
#1 September 21 -
9​am-10am CST
#2 October 19 -
9​am-10:30am CST
#3 November 2 -
9​am-10am CST
#4 November 16 -
9​am-10:30am CST
Capstone Celebration:
December 14
9​am-10am CST
4. Access CBIE Office Hours:
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Personalized support through the entire program
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Drop in virtual meetings for your CBIE to access as needed.
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Meet with CLIMB consultants to give guidance and answer your questions.
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Ongoing even after training has been completed.
Offered virtually twice a week (Monday & Wednesday evenings)
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September 23 - December 18
register below to receive
Zoom link
Learn More at an Open House!
August ​10 - Informational Open House - 9am - 10am CST
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August ​14 - Q&A Open House - 6pm - 7pm CST
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August ​24 - Informational Open House - 9am - 10am CST
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September 7 - Informational Open House - 9am - 10am CST
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September 9 - Q&A Open House - 6pm - 7pm CST​​
Join us for Office Hours:
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Drop in virtual meetings for your CBIE to access as needed.
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Meet with CLIMB consultants to give guidance and answer your questions.
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Offered twice a week (Monday and Wednesday evenings).
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Ongoing even after training has been completed.
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All CLIMB CBIEs are welcome!
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(Click RSVP - You can "Select a Different Date" on next screen if desired)
HOW A TYPICAL CBIE WORKS
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You choose your members (10-15 people)
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Each member invests $25/month - pooled together for investments
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Members meet monthly to present stock ideas and make decisions as a group
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Together, you create a real investment portfolio and start building generational wealth
CLIMB CBIE Altimeter
* Withdrawn funds have been used for buying homes and other real estate, entrepreneurial pursuits, education and training expenses and retirement stabilization, car purchases, paying down debt, vacations, community development and philanthropy.
Want details on our previous CBIE sessions?
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To learn basic investment terms and principles.
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To build an investment portfolio using the principles of collective economics.
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To learn important core concepts relating to investing.
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To learn how to research stocks and other securities.
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To build wealth gradually over time.
OBJECTIVES
INVESTMENT CLUB RESOURCES
Here are the basics for starting an investment enterprise:
Sponsored by:
Sponsored by:
