CLIMB® PROGRAMS

CLIMB INVESTMENT CLUBS

Mission: CLIMB Investment Clubs provide real-time educational experiences in learning the basics of investing and building wealth through a stock portfolio. CLIMB partners with and promotes the Better Investing principles and methodology.

Join or Start an Investment Club for Fun and Profit - Douglas Gerlach

OBJECTIVES

1. To learn basic investment terms and principles. 

2. To build an investment portfolio using the principles of collective economics.

3. To learn important core concepts relating to investing. 

4. To learn how to research stocks and other securities.

5. To build wealth gradually over time.

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Investment Club Resources

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Here are the basics of starting an investment club

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Starting an Investment Club - The Better Investing Way | Robert Wynn

Partnership Agreement - Better Investing

Investment Club Task Grid

Investment Club Sample Agenda

Investment Club Members Data Form

Better Investing Investment Club Application

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