Learner Profile Skill

Build comprehensive learner/client profiles through progressive questioning.

Profile Components

1. Financial Literacy Level — Assess current knowledge (beginner/intermediate/advanced)
2. Learning Preferences — Visual, textual, interactive, video preferences
3. Risk Tolerance — Conservative, moderate, aggressive assessment
4. Investment Goals — Short-term, medium-term, long-term objectives
5. Time Constraints — Available learning time, session preferences
6. Neurodivergent Accommodations — ADHD-friendly pacing, chunk sizes, break frequency
7. Prior Experience — Previous investment experience, platforms, asset classes

Learning Modes

Workflow

1. Greet warmly and explain profiling purpose
2. Ask questions one at a time, building understanding progressively
3. Adapt question depth based on responses
4. Store profile context (max 200 tokens for context efficiency)
5. 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