COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
Our Fall 2024 CBIE cohort has started and
we are ready for Spring 2025!
What is the process for starting a CBIE?
1. Attend a CBIE Open House:
-
Learn all about CLIMB's CBIE program.
-
Get your questions answered.
-
Meet our team, who will guide you step-by-step through the program.
All Open Houses are Virtual
RSVP below to receive
Zoom link
Saturday, December 14, 12pm - 1:30pm CST
Saturday, January 11, 12pm - 1:30pm CST
2. Register your CBIE with CLIMB
Registration for Spring 2025 is coming soon!
3. Once Enrolled:
-
Attend 4 Cohort Training Sessions that provides information and teaches you how to set up your own CBIE
All Cohort Sessions are virtual
Spring 2025 Cohort Session Meetings:
February 1
March 1
March 22
April 5
Spring 2025 Capstone Session:
April 26
4. Access CBIE Office Hours:
-
Personalized support through the entire program
-
Drop in virtual meetings for your CBIE to access as needed.
-
Meet with CLIMB consultants to give guidance and answer your questions.
-
Ongoing even after training is completed—welcoming CBIEs that are in development, new, or well-established.
Offered virtually twice a week (Monday & Wednesday evenings)
RSVP below to receive
Zoom link
Join us at a CBIE Open House
RSVP to receive Zoom link
- Sat, Dec 14Zoom MeetingDec 14, 2024, 12:00 PM CSTZoom Meeting
- Sat, Jan 11Zoom MeetingJan 11, 2025, 12:00 PM CSTZoom Meeting
Join us for Office Hours:
-
Drop in virtual meetings for your CBIE to access as needed.
-
Meet with CLIMB consultants to give guidance and answer your questions.
-
Offered twice a week (Monday and Wednesday evenings).
-
Ongoing even after training has been completed.
All CLIMB CBIEs are welcome!
(CBIEs in development, CBIEs that are new & established CBIEs)
(Click RSVP - You can "Select a Different Date" on next screen if desired)
Registration for Spring 2025 coming soon!
HOW A TYPICAL CBIE WORKS
-
You choose your members (10-15 people)
-
Each member invests $25/month - pooled together for investments
-
Members meet monthly to present stock ideas and make decisions as a group
-
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* Withdrawn funds have been used for buying homes and other real estate, entrepreneurial pursuits, education and training expenses and retirement stabilization, car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?
-
To learn basic investment terms and principles.
-
To build an investment portfolio using the principles of collective economics.
-
To learn important core concepts relating to investing.
-
To learn how to research stocks and other securities.
-
To build wealth gradually over time.
OBJECTIVES
INVESTMENT CLUB RESOURCES
Here are the basics for starting an investment enterprise: