Resources for advisors and investors

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Advisor dashboard

Access CE credits quickly, see a list of recently viewed funds and articles, get your NEI sales representative’s contact info, and more.

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My CE credits

Advisors can download their CE certificates from NEI and discover how to earn more by attending select events.

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Events

Throughout the year NEI hosts many webinars and select live events for advisors to gain education, insight, and practice management ideas and resources. They are also a great way to earn CE credits.

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Practice management

If you are an advisor who wants to help investors achieve their financial goals and make a positive impact through responsible investing, be sure to visit our practice management section.

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Marketing materials

From fund brochures to investor education to distribution estimates, here you will find a mix of advisor and investor content on a range of topics, with a focus on responsible investing.

 

Advisor resources >          Investor resources >

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Investment calculators

Retirement planning, income stream comparisons, RRIF and LIF payments—NEI offers more than a dozen investment calculators for advisors and investors.

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NEI Retirement Hub

The 30-year plus era of lower interest rates has come to an end and it’s presenting new challenges for Canadians investing for their retirement. Discover what retirement planning in this new market landscape looks like today. 

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Your investing journey begins with NEI.

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