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Generative and Agentic AI for Finance

Course Syllabus: FINM 33200, Spring 2026
Course Overview

Discussions 📖

Discussion 1: The New Quant - LLMs in Finance
Discussion 2: Text Representation and Tokenization
Discussion 3: LLM Fundamentals
Discussion 4: Benchmarking and LLM Tool Use
Discussion 5: Agents
- Publishing to GitHub Pages
- Introduction to Agents
WARNING: Notes subject to change after this week

Homework 📝

Homework 0: Set Up Your Environment
Homework 1: Lopez-Lira, Tang (2023)
Homework 2: Chen, Kelly, Xiu (2022)
Homework 3: Benchmarking RAG with SEC Filings
Homework 4: Agentic RAG Trace Audit
Final Project
- Final Project Instructions
- Potential Final Project Ideas

Exams 📋

Exam Preparation

Misc 📌

Acknowledgments
Appendix
- The Mathematics of Karpathy’s nanochat

Repository
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By Jeremiah Bejarano

© Copyright 2025, Jeremiah Bejarano.