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Fall 2026 CBIE Cohort Registration

In order to be eligible to participate in the CBIE Startup Cohort, please provide the following information. Please complete these 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. Keep in mind that if you are at the very beginning of starting your CBIE, you may not have answers to all of these questions. That is absolutely OK. Please be as accurate as possible with regard to the number of participants in your CBIE as this will determine your cost of the program. If you are participating as an individual for educational purposes, please indicate that on the form. Just answer N/A for questions that do not apply.  

Only ONE representative from your CBIE needs to complete this application. You will provide the names, email addresses and phone numbers for the other members of your CBIE so please have that information ready.

Where are you in the CBIE process? Required
Select the Officer positions that have already been decided for your CBIE. Required
General Club Information

Please answer the following questions about your investment club.

Do you have a signed partnership agreement?
What type of partnership organization do you have?
How are you collecting (or intend to collect) your monthly dues? (Check All That Apply) Required
Are you (or will you be) using a separate bank/credit union account to receive contributions and fees?
Have you set up a brokerage account?
Is your CBIE/club already a member of BetterInvesting?
Members' Contact Information

Please list the names, email addresses, contact numbers, and roles of each CBIE member, including yourself. (An example is provided for you. If you have more than 10 members, please email additional member information to support@climbusa.org) Providing their email address ensures they receive the cohort links and correspondence.

Demographic Questions
​The following demographic questions are helpful to CLIMB™ for funding and research purposes:
Participant’s Race/Ethnicity (Mark all that apply):
What is your level of Investment knowledge?
Have you previously participated in a CLIMB program? (Check all that apply) Required
Disclosures and Authorizations

"CLIMB USA does not provide investment, tax, legal, or other advice.  The information provided by CLIMB USA in this and all of its presentations are for educational purposes only.   All persons are encouraged to learn investment analysis basics, conduct their own research, and  or consult with a licensed investment advisor before making investment decisions.”

Select an item ($)

Thank you! Your application has been received. Please check your email for next steps.

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