Communicating the Impact of Inflation

1 CE Credit | 56 minutes

Over the past three decades, consumers have enjoyed relatively low inflation. But rising inflation in more recent times has many investors asking whether the economy has entered a new, sustained inflationary era or periods of rapid price increases—and if so, how they should respond. Rather than trying to predict inflation and make tactical adjustments, investors should look to markets, review their wealth goals, and choose a complementary strategy backed by a sound investment framework and historical data.

By way of Dimensional’s 4S Framework^®, this course teaches advisors how to personalize client interactions about inflation using scripts, stories, sketches, and supplements. Advisors learn techniques to combine these distinct elements in ways that appeal to each client’s perspective.

Learning Objectives

1. Use scripts and talking points to explain inflation in a clear, memorable way that helps clients understand its impact on purchasing power and long-term financial outcomes.
2. Explain inflation through stories that connect the concept with relatable experiences.
3. Use simple sketches to visually communicate the effects of inflation.
4. Expand your understanding of inflation and gain techniques for using slides, videos, articles, and other materials to strengthen the message and elevate a client’s learning experience.

4S Framework: What About Inflation?

To earn a credit, review the video/materials and take the exam by clicking below.

4S Framework for Effective Client Communication
We have developed the Dimensional 4S Framework^® to help you personalize your client interactions using scripts, stories, sketches, and supplements. You can combine these distinct elements in ways that appeal to each client’s perspective.

Collection: Inflation Resources
Inflation is a key consideration for many long-term investors, and Dimensional has a range of resources available to help them understand and interpret its potential effects on purchasing power. Financial professionals can use these tools to assess the impact of inflation when helping clients invest for the future.