CBIE Spring 2025 Registration

Spring 2025 CBIE Cohort Registration

In order to be eligible to participate in the CBIE Startup Cohort, please provide the following information on this application. 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. Just answer N/A for questions that do not apply.

Participant's First Name

Participant's Last Name

Email

Phone

Mailing Address

City

Region/State/Province

Postal / Zip code

Name of CBIE (Investment Club. Put your last name if not yet formed.)

Where are you in the CBIE process?

Club is not yet formed; it's just me right now.

I know who wants to be in the CBIE and we are ready to move things forward.

We've already started but now we need help.

Do you have officers for your CBIE?

Yes

No

We have some officers, but not all

Officers' Contact Information

Please list the names, email addresses and contact numbers of the officers (or intended officers) in your club. (Put NA if you do not have someone in that position.)

President's First Name

President's Last Name

Vice President's First Name

Vice President's Last Name

Treasurer's First Name

Treasurer's Last Name

Secretary's First Name

Secretary's Last Name

Email

Phone

Email

Phone

Email

Phone

Email

Phone

General Club Information

Please answer the following questions about your investment club.

How many members are in your club (or are anticipated)?

How many members are under age 25?

How many members are ages 26-40?

How many members are ages 41-59?

How many members are over age 59?

When did your club form? (put today's date if your club has not yet formed)

How many members in your club reside in Wisconsin?

If you have any club members that reside in other states, which states do they reside in? (Put NA if all members live in Wisconsin.)

Do you have a signed partnership agreement?

Yes

No

What type of partnership organization do you have?

General Partnership

LLC

NA

What is (or what will be) your minimum contribution?

Are you (or will you be) using a separate bank/credit union account to receive contributions and fees?

Yes

No

Have you set up a brokerage account?

Yes

No

If yes, which brokerage firm are you using?

Is your CBIE comprised from a preexisting affinity group? (Community association, Church, fraternity, sororities, neighborhood, family) If so, please specify.

Is your club/CBIE already a member of BetterInvesting?

Yes

No

Demographic Questions
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):

What is your level of Investment knowledge?

Beginner

Intermediate

Advanced

What are your expectations from the program?

How did you hear about the CLIMB CBIE Cohort Program?

Have you previously participated in a CLIMB program? (Check all that apply)

Disclosures and Authorizations

(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.

"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.”

Thank you! Your application has been received.

The CBIE Cohort Application is now closed. Please visit www.climbusa.org/cbie to add your name to the waiting list for the next Cohort.

Spring 2025 CBIE Cohort Registration

Officers' Contact Information

General Club Information

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

Disclosures and Authorizations

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