Professor Jarbas Financial Assessment
Financial quiz with an open result, national comparison and a profile-based educational plan. The PDF is available to download and emailed to the participant, with a separate message for the advisor.
- Context
- Professor Jarbas needed to understand participants’ financial profiles and guide follow-up with an action plan.
- Pressure
- Show results before requesting contact details, remove questions that do not help the advisor and explain the limits of the adapted score.
- Decision
- Use 14 questions, a conservative estimate based on I-SFB tables and a rules-based plan. Income and education inform a suggested mentoring format; registration requires consent.
- Evidence
- Delivered in September 2026 with 148 passing tests, an active custom domain and confirmed email receipt. Turnstile, rate limiting, signed receipts and per-recipient idempotency.
- Impact
- Participants receive their assessment and PDF by download and email; the advisor receives the profile and plan in a separate message. Conversion metrics have not been measured.