Finance Education
Finance education in the Academy has two parts: the Finance programme (canonical domain knowledge: market theory, valuation methods, instruments, case libraries) and the COL-F methodology (the Claude workspace with 24 agents, rules, and hooks that students interact with).
The programme holds the knowledge. COL-F is the CO domain application that structures how students collaborate with AI while learning it. The student-facing learner tool (FNCE210) packages both for direct use.
24 specialized agents. 20 knowledge areas. 13 enforcement rules. 5 automated checks. In active use for undergraduate and graduate finance education.
Course tutors
Section titled “Course tutors”Four course-specific tutors, each loaded with the curriculum, conventions, and expectations of its course:
| Tutor | Courses covered | Key topics |
|---|---|---|
fnce101-tutor | Financial Management Foundations | TVM, NPV, IRR, stock and bond valuation, financial statements |
corporate-finance-tutor | Corporate Finance | Capital structure, WACC, M&A, capital budgeting, dividends |
international-finance-tutor | International Finance | Exchange rates, BOP, parity conditions, currency crises |
fmi-tutor | Financial Markets & Institutions | Market structure, instruments, trading, efficiency |
Full agent inventory
Section titled “Full agent inventory”24 agents across five categories:
| Category | Agents | Count |
|---|---|---|
| Course Tutors | fnce101-tutor, corporate-finance-tutor, international-finance-tutor, fmi-tutor | 4 |
| Academic Specialists | academic-writer, research-assistant, thesis-advisor, citation-specialist, presentation-designer, case-study-analyst, exam-coach | 7 |
| Finance Analysis | concept-explainer, coursework-analyst, valuation-specialist, data-source-advisor, regulatory-context, finance-navigator | 6 |
| Review & Quality | deep-analyst, assignment-analyst, peer-reviewer | 3 |
| Management & Project | todo-manager, gh-manager, international-finance-analyst, educational-deep-dive-creator | 4 |
What COL-F knows about
Section titled “What COL-F knows about”20 knowledge areas covering:
- Financial instruments, derivatives, portfolio theory
- Financial data APIs (FRED, Bloomberg, Yahoo Finance, World Bank)
- Regulatory framework (MAS, SEC, EU)
- FNCE101 foundations, corporate finance, international finance, FMI
- Academic writing, citation formatting, formula reference
- Case study methodology, presentation design, exam preparation
Automated quality checks
Section titled “Automated quality checks”COL-F checks your work automatically. Every interaction enforces citation accuracy, disclaimer requirements, and data source quality. Five layers of checks run before you see any output:
| Layer | What happens | What it catches |
|---|---|---|
| 1 | Rules loaded at session start | Sets the standards (citation accuracy, disclaimer requirements) |
| 2 | Detailed examples and anti-patterns | Guides agents to avoid common finance-specific mistakes |
| 3 | Rules re-injected every interaction | Prevents the AI from forgetting mid-session |
| 4 | Output validation before delivery | Checks citations, disclaimers, and data sources automatically |
| 5 | Peer review during challenge phase | Review agents critique your work from a second perspective |
Critical rules (hard enforcement)
Section titled “Critical rules (hard enforcement)”- No fabricated citations. Every source must be verifiable.
- Disclaimer on performance data. Historical returns presented without disclaimers violate regulatory conventions.
- Data from authoritative sources only. FRED, Bloomberg, peer-reviewed journals.
- No investment recommendations without qualification.
- Academic integrity disclosure per venue requirements.
Finance-specific failure modes
Section titled “Finance-specific failure modes”Amnesia in finance: FNCE101 tutor reverts to personal finance advice. Assignment-specific constraints (required frameworks, data sources, citation formats) lost between sessions. Disclaimer requirements forgotten.
Convention drift in finance: FNCE101 gets graduate-level formulas. International finance uses US-centric terminology. Citation style drifts from required format. Defaults to Yahoo Finance when the assignment requires FRED or Bloomberg. Nominal vs real, simple vs compound distinctions applied inconsistently.
Safety blindness in finance: Historical returns without required disclaimers. Plausible-sounding financial data that is not sourced. Investment-like recommendations without qualification. Fabricated citations to academic finance journals.
Commands
Section titled “Commands”The base COL six-phase workflow plus 12 finance-specific commands:
| Command | Purpose |
|---|---|
/study | Research a finance topic with guided source evaluation |
/explain | Concept explanation calibrated to your course level |
/formula | Formula quick reference with derivations |
/practice | Practice problems with worked solutions |
/exam-prep | Exam preparation plan tailored to your course |
/case | Structured case study analysis |
/research | Systematic literature search in finance journals |
/thesis | Thesis and paper planning |
/cite | Citation formatting (APA 7th, Chicago, Harvard) |
/present | Presentation design for finance topics |
/challenge | Review phase with peer-reviewer agent |
/checkpoint | Mid-assignment progress assessment |
Get started
Section titled “Get started”You need Claude Desktop (free, any operating system) or Claude Code (command line). No coding required.
- Download the COL-F workspace from GitHub and unzip it
- Open Claude Desktop, switch to the Cowork tab, and open the unzipped folder
- Type
/startand tell COL-F which course you are taking
The full setup guide walks through each step with screenshots.