Syllabus. Math Investment

Course Code
Course Title
Course Unit
Pre-requisites
Contact Hours
Course Description
:
Math 2b
:
Mathematics of Investment
:
3 Units
:
Math 1 & 2
:
54 hours
:
Mathematics of investment is a 3 unit course which primarily deals with money transactions associated with interest and time. This course
equips the students with the mathematical tools needed in the practical applications of mathematical concepts in finance as well as to increase the students
competence in the mathematical analysis and computations of financial problems and stimulates them to look into situations that will enable wise planning and
handling of prospective earnings.
Course Intended Learning Outcomes:
At the end of the semester, the students must have:
1.
2.
3.
4.
5.
6.
Identified various types of investment problems;

Solved financial problems involving simple interest, simple discounts, and compound interest, correctly;
Applied the concepts of annuities in business transactions; and
Solved problems on extinction of debts with the use of the amortization or sinking fund method.
Developed critical thinking in making plans & decisions wisely and realize how important time is in investment;
Developed the sense of responsibility, and commitment in living in the world of business
Course Content:
TIME
FRAME
MIDTERM
PERIOD
2 weeks
TOPICS
Simple Interest
TEXTBOOKS/
REFERENCES
Capitulo, F.M. (2010)

Mathematics of
Investment ( A
simplified Approach)
3rd Edition
INTENDED
LEARNING
OUTCOMES
Define simple
interest, interest rate,
term of loan,
principal, and full
amount
Derive formula
to compute for time,
rate, and the principal
amount
TEACHING
LEARNING
ACTIVITIES
Discussion
Cooperative
Learning
ASSESSMENT
TASK
Seatwork
RESOURCES
Reference
books/ e-book
Quiz
CORE
VALUES
Community
-
Handouts
Cooperation
& sense of
responsibilit
y
Worksheets
Charity
Sharing
Assignment
Board Work
CREATIVE
OUTPUT
Written Poem
about
simple
interest
www.ebooksdirectory.com
Mathematics
Exact and
Ordinary
Interest
Approximate
Abao, Zenon R. et. Al.

(2008) Mathematics of
Investment.
https://www.uam.es/pe
rsonal_pdi/ciencias/...
/doddfundamentals.pdf
by EL DODD
and Actual
Time
Interest using
the Bankers
Rule
Accumulation
and
Discounting
Paler Calmorin,
Laurentina, et. Al.

Investment with
Computer
Applications
Promissory
Identify the
known or unknown
data in the given
problem.
Find the
amount, and simple
interest given the
principal, interest rate
and term of loan.
Find the
principal, given the
term of loan, rate and
the full amount.
Compute for the
term of loan, and
interest rate using the
derived formula.
Differentiate
ordinary and exact
interest
Solve for
ordinary and exact
interest of a certain
amount
Appreciate the
importance of
investment of money
for future use and
how time affects the
investment
Differentiate
actual and
approximate time of
two given dates
Find the actual
Group work on
problem solving
Oral Questioning
Reference
books
Seatwork
Quiz
Handouts
Assignment
Worksheets
Group sharing
Journal Writing
Board work
Problem
Oral
Questioning
PowerPoint
Presentations
Seatwork
Reference
books
Solving
Quiz
Assignment
Group
Reporting/
Worksheets
Commission
Diligence
Note
and approximate time

between two given
dates
Solve word
problems involving
simple interest
between two given
dates
Determine the
amount accumulated
at simple interest rate
using the Bankers
Rule
Define simple
discount
Find the amount of
discount at simple
interest rate
Determine the
amount due at simple
discount rate
Find the discounted
value of F and its
discount
List the procedures in
discounting a
promissory note at the
discount rate d
Find the proceeds of
the promissory note
Cooperate with others
in performing group
activity
Write a journal /
reflection about what
Discussion
Role playing
Problem
Oral Recitation
Reference
books
Solving
Handouts
Seatwork
Quiz
Worksheets
Assignment
Reference
books
Presentation of
Group Reports
Handouts
Oral Recitation
Seatwork
Worksheets
Quiz
Assignment
Rubrics/Scoring
Sheets
Journal Writing
Journal
they learn, insights

and its implication
on a personal level.
2.5 weeks
Compound
Capitulo, F.M. (2010) Define compound

Mathematics of
interest
Interest
Investment ( A
Compare and contrast
Compound
simple and compound
rd
3
Edition
Amount
interest
Present Value
Derive the compound
amount formula
of Compound
Determine the
Amount
compound interest
Finding the
earned
Determine the
Compound
amount due invested
Interest rate
at compound interest
Investment.
Finding the
rate
Find the discount of
time or term of
an amount with
Paler Calmorin,
loan at a
compound interest
Laurentina, et. Al.
Find the compound

compound
interest rate using the
Investment with
interest rate
compound amount
Computer
Nominal and
formula
Applications
Find the time by
Effective Rate
logarithms or by
Comparison of
interpolation
Two Rates
Differentiate nominal
rate and effective rate
Find nominal rate and

effective rate
equivalent to a given
Library
Research
Group
Discussion
Cooperative
Learning
Group Work/
Presentation of
Oral questioning
Reference
books/
e-book
Christcenterednes
s
Seatwork
Handouts
Leadership
&
Worksheets
Community
-
Quiz
Assignment
Power Point
Presentations
Output
Charity
Sharing
Problem
Solving
Seatwork
Quiz
Assignment
Role Playing
Cooperation
& Patience
Commission
Handouts/ table of values
Diligence
&
Perseveran
Worksheets
ce
Reference
books/
Handouts
Group Role
Play about
the
investments
with simple
interest
(compound
interest)
compound interest
rate compound
monthly, quarterly,
and semi-annually.
Compare two rates of
interest
Role play the functions
of individuals who
engaged in business
or investment
FINAL
PERIOD
2 .5 weeks
Simple
Annuities
Basic Concepts
and Formula
Periodic
Payment of
Ordinary
Annuity
Interest Rate in
an Ordinary
Annuity
Term in an
Ordinary
Annuity
Annuity Due
Amount and
Present Value
Capitulo, F.M. (2010)

Mathematics of
Know the basic
Investment ( A
concepts and terms
used in annuities
3rd Edition
Identify the
classification of
annuity
Determine the present
value of an ordinary
annuity
Abao, Zenon R. et. Al. Compute the amount
of an ordinary annuity
Investment.
Find the periodic
payment of an
archive.org/.../mathema
ordinary annuity
ticsofinv004275mbp/mat
Solve for the rate of
hematicsofinv004275m..
an ordinary annuity
.
Find the term of an
ordinary annuity
https://www.easycalculat
ion.com/finance/learn- Find the present value
annuity.php
of the Annuity due
and its periodic
www.youtube.com/wat
payment.
Worksheets
Performance
Task
Midterm
Examination
Group
Reporting/
Reference
Oral Questioning books
Christcenterednes
s
Handouts
Leadership
&
Worksheets
Community
-
Discussion
Board
Work
Problem
solving
Scoring Sheets
Seatwork
Quiz
Assignment
Journal Writing
Cooperation
& Patience
Reference
books
Handouts
Worksheets
Charity
Sharing
Commission
Diligence
&
Persever
ance
Journa
l
Deferred
Annuity
2 weeks
Amortization
Find the annuity due

amount and term of
Mayo, Herbert B. Basic
such annuity
(2015) Finance
Find the present value
(Introduction to
and the periodic
Institutions,
payment of the
Management &
th
deferred annuity
Investments) 10 Edition
ch?v=joBu9TnFngQ
Capitulo, F.M. (2010) Determine the

Mathematics of
amortization of a
of a Loan
Investment ( A
certain loan
The
simplified Approach) Find the outstanding
3rd Edition
Outstanding
principal using the
two methods
Principal
Compare and contrast
the two methods of
Sinking Fund
finding the
wps.prenhall.com/wps
outstanding principal
/media/objects/5260/5
386895/.../CH14_PPT Differentiate sinking
fund from
.ppt
amortization of loan
Bond Valuation
Determine the sinking

Premium
fund invested by
equal periodic
Amortization
payments
Investment.
of Premium
Find the coupon
Accumulation
payment and
redemption value
Mayo, Herbert B. (2015)
of Discount
Find the bond
Basic Finance
premium and the
(Introduction to
purchase price
Institutions,
Management &
Construct a schedule
Investments) 10th Edition
of amortization of
premium
Discussion
Group
Reference
Oral Questioning books
Cooperation
& Patience
Work /
Handouts
Presentation of
Seatwork
Output
Quiz
Board
Charity
Sharing
Worksheets
Commission
Diligence
&
Perseverance
Assignment
Work
Library
Reference
books
Research
Group
Discussion
Community
-
Problem
Solving
Handouts
Seatwork
Worksheets
Quiz
Assignment
Journal Writing
Video
presentation of a
product
(Advertisement)
Find the purchase and

bond discount
Construct a bond
schedule showing the
accumulation of
discount
Create an
advertisement / video
presentation about a
certain product (e.g
Life insurance)
Composition of Grades
Computation of the Final Grade
SUMMATIVE ASSESSMENT
50%
Midterm Grade
------
Final (Tentative ) Grade

------
FINAL GRADE (For the Semester/Summer)
Midterm Exam
Or
Final Exam
FORMATIVE ASSESSMENT
Quizzes
Class Participation
Assignment
PROJECT PER TERM
Total
Final
Examination
30%
20%
5%
5%
20%
100%
Date Revised:
May 2015
Effectivity:
1st Semester A.Y. 2015 -2016
Prepared by:
FRANCES DEE I. GRUMO, MAMT
Instructor
Reviewed by:
MARGARITA L. DUERO, CPA, MBA
BA Program Coordinator
Approved by:
PROSERPINA O. YUHICO, DM.
College Dean

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Course Code

Identified various types of investment problems;

Capitulo, F.M. (2010)

Abao, Zenon R. et. Al.

Laurentina, et. Al.

and approximate time

they learn, insights

Capitulo, F.M. (2010) Define compound

Find the compound

Find nominal rate and

Capitulo, F.M. (2010)

Find the annuity due

Capitulo, F.M. (2010) Determine the

Determine the sinking

Find the purchase and

Computation of the Final Grade

Final (Tentative ) Grade

1st Semester A.Y. 2015 -2016

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