CBIE Fall 2023 Registration

Fall 2023 CBIE Cohort Application

In order to be eligible to participate in the CBIE Startup Cohort, please provide the following information on this application. Please complete the following questions to the best of your ability. This information will be used to better gauge your knowledge level, needs of the group, and create a custom learning experience for the program. Insert N/A for answers that do not apply.

Participant's First Name

Email

Participant's Last Name

Phone

Mailing Address

City

Region/State/Province

Postal / Zip code

Current Status of Your CBIE

Not yet Formed

Less than 1 yr old

Older than 1 yr

Name of CBIE (Investment Club)

Do you have officers for your CBIE?

Yes

No

We have some officers, but not all

Which school do you attend?

Parent/Guardian Full Name

Parent/Guardian Email Address

Parent/Guardian Mailing Address

Parent/Guardian Relationship to Child

(Required) I agree to theCollection of Personal Information Online Policy.*

(Optional) I hereby consent and authorize CLIMB™ to use the name, image, and voice of my child for CLIMB™ promotional materials. SeeAuthorization for Use of Name, Image & Voice

Parent/Guardian signature (Please provide your signature by typing your full name on the line below. By typing your name, you are agreeing to the terms and conditions outlined above.)

Do you have a depository account? (Depository accounts include savings and checking accounts located at a bank, credit union, or savings and loan.)

Yes

No

No, but I plan on getting one at:

Name of your current or future bank, credit union, or savings and loan.

Have you participated in a Stock Market Simulation Game or Exercise before?

Yes

No

What is your level of Investment knowledge?

Beginner

Intermediate

Advanced

The following demographic questions are optional but helpful to CLIMB™ for funding and research purposes:

You may write in your gender identity here if it was not listed above:

Participant’s Race/Ethnicity (Mark all that apply):

Highest Level of Education of the CLIMB™ Participant’s Parent(s)/Legal Guardian(s):

(For participants under 18)

Disclosures and Authorizations

I agree to the Privacy Statement*

(For those 18+; Optional) I hereby consent and authorize CLIMB™ to use my name, image, and voice for CLIMB™ promotional materials. SeeAuthorization for Use of Name, Image & Voice.

Your application has been received. A confirmation email has been sent to you.