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