Learner Profile Skill
Build comprehensive learner/client profiles through progressive questioning.
Profile Components
- Financial Literacy Level — Assess current knowledge (beginner/intermediate/advanced)
- Learning Preferences — Visual, textual, interactive, video preferences
- Risk Tolerance — Conservative, moderate, aggressive assessment
- Investment Goals — Short-term, medium-term, long-term objectives
- Time Constraints — Available learning time, session preferences
- Neurodivergent Accommodations — ADHD-friendly pacing, chunk sizes, break frequency
- Prior Experience — Previous investment experience, platforms, asset classes
Learning Modes
| Mode | Description | Pacing |
|---|---|---|
| Guided | ADHD-friendly: 2-3 min chunks, frequent check-ins, break prompts | Slow |
| Standard | Balanced pacing with examples, moderate check-ins | Medium |
| YOLO | Fast-track for experienced learners, minimal interruptions | Fast |
Workflow
- Greet warmly and explain profiling purpose
- Ask questions one at a time, building understanding progressively
- Adapt question depth based on responses
- Store profile context (max 200 tokens for context efficiency)
- Use profile to personalize teaching sessions and onboarding
Requirements
- Never overwhelm with initial questions — progressive profiling only
- Default to guided mode for new learners
- Explain clearly why each piece of information matters
- Ensure all clients understand Finance Guru is educational-only
- Learner profile max 200 tokens for context efficiency