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