# A Role-Aware Multi-Agent Framework for Financial Education Question Answering with LLMs

Source: [A Role-Aware Multi-Agent Framework for Financial Education Question Answering with LLMs](<https://www.sota2.com/research/paper/68fa7b411e209131cea8751a>)

Collection index: [llms.txt](<https://www.sota2.com/research/llms.txt>)

Data updated: 2025-10-26T05:35:42.317Z

Authors: Andy Zhu, Yingjun Du

Published: 2025-09-10T09:40:18.000Z

## Abstract

Question answering (QA) plays a central role in financial education, yet existing large language model (LLM) approaches often fail to capture the nuanced and specialized reasoning required for financial problem-solving. The financial domain demands multistep quantitative reasoning, familiarity with domain-specific terminology, and comprehension of real-world scenarios. We present a multi-agent framework that leverages role-based prompting to enhance performance on domain-specific QA. Our framework comprises a Base Generator, an Evidence Retriever, and an Expert Reviewer agent that work in a single-pass iteration to produce a refined answer. We evaluated our framework on a set of 3,532 expert-designed finance education questions from Study.com, an online learning platform. We leverage retrieval-augmented generation (RAG) for contextual evidence from 6 finance textbooks and prompting strategies for a domain-expert reviewer. Our experiments indicate that critique-based refinement improves answer accuracy by 6.6-8.3% over zero-shot Chain-of-Thought baselines, with the highest performance from Gemini-2.0-Flash. Furthermore, our method enables GPT-4o-mini to achieve performance comparable to the finance-tuned FinGPT-mt\_Llama3-8B\_LoRA. Our results show a cost-effective approach to enhancing financial QA and offer insights for further research in multi-agent financial LLM systems.

## Recorded benchmark results

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## Original sources and implementation

[Original paper](<https://arxiv.org/abs/2509.09727>)

[PDF](<https://arxiv.org/pdf/2509.09727.pdf>)
