: Math 2b : Mathematics of Investment : 3 Units : Math 1 & 2 : 54 hours : Mathematics of investment is a 3 –unit course which primarily eals with money transactions associate with interest an time! "his course e#uips the stuents with the mathematical tools neee in the practical applications of mathematical concepts in finance as well as to increase the stuents$ competence in the mathematical analysis an computations of financial problems an stimulates them to loo% into situations that will enable wise plannin an hanlin of prospective earnins!
Course Code Course Title Course Unit Pre-requisites Contact Hours Course Description
Course Intended Learning Outcomes: 't the en of the semester( the stuents must have:
1! 2! 3! 4! 5! .!
Ientifie various types of investment problems) problems) *olve financial problems involvin simple simple interest( simple iscounts( iscounts( an compoun interest( correctly) correctly) 'pplie the concepts concepts of annuities in business transactions) transactions) an *olve problems on e+tinction of ebts ebts with the use of the amorti,ation amorti,ation or sin%in fun metho! -evelope critical thin%in in ma%in ma%in plans & ecisions wisely wisely an reali,e how important time is in investment) -evelope the sense sense of responsibility( an commitment in livin in the worl of business
Course Content: TIME FRME
MIDTERM PERIOD * +ee,s
TOPIC!
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*imple Interest
TE"T#OO$!% REFERE&CE!
I&TE&DED LER&I&' OUTCOME! •
/apitulo( 0!M! 21 Mathematics of Investment ' simplifie 'pproach 3r ition
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-efine simple interest( interest rate( term of loan( principal( an full amount -erive formula to compute for time( rate( an the principal amount
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TECHI&' ( LER&I&' CTI)ITIE!
!!E!!ME&T T!$
-iscussion /ooperative
*eatwor%
earnin
RE!OURCE!
9eference boo%s e;boo%
8ui,
7or%sheets
/harity – *harin
6oar 7or%
CRETI)E OUTPUT
/ommunity ; /ooperation & sense of responsibilit y
'ssinment
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CORE )LUE!
7ritten =oem about simple interest
www.ebooksdirectory.com › Mathematics Mathematics
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+act an >rinary Interest
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'ppro+imate
'bao( ?enon 9! et! 'l! 2@ Mathematics of Investment! https://www.uam.es/pe rsonal_pdi/ciencias/... /dodd fundamentals.pdf by ->-->--
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an 'ctual •
"ime Interest usin the 6an%er$s
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9ule 'ccumulation
=aler – /almorin( aurentina( et! 'l! 212 Mathematics of Investment with /omputer 'pplications
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an -iscountin
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=romissory
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Ientify the %nown or un%nown ata in the iven problem! 0in the amount( an simple interest iven the principal( interest rate an term of loan! 0in the principal( iven the term of loan( rate an the full amount! /ompute for the term of loan( an interest rate usin the erive formula! -ifferentiate orinary an e+act interest *olve for orinary an e+act interest of a certain amount 'ppreciate the importance of investment of money for future use an how time affects the investment -ifferentiate actual an appro+imate time of two iven ates 0in the actual
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Aroup wor% on problem solvin
>ral 8uestionin 9eference boo%s *eatwor% 8ui,
'ssinment 7or%sheets
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Aroup sharin Bournal 7ritin
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6oar wor%
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=roblem
>ral 8uestionin
=ower=oint =resentations
*eatwor%
9eference boo%s
*olvin
8ui, 'ssinment •
Aroup 9eportin
7or%sheets
/ommission ; -ilience
Cote
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an appro+imate time between two iven ates *olve wor problems involvin simple interest between two iven ates -etermine the amount accumulate at simple interest rate usin the 6an%er$s 9ule -efine simple iscount 0in the amount of iscount at simple interest rate -etermine the amount ue at simple iscount rate 0in the iscounte value of 0 an its iscount ist the proceures in iscountin a promissory note at the iscount rate 0in the procees of the promissory note /ooperate with others in performin roup activity 7rite a Dournal reflection about what
-iscussion
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9ole playin =roblem
>ral 9ecitation
9eference boo%s
*olvin
7or%sheets
'ssinment 9eference boo%s =resentation of Aroup 9eports ral 9ecitation *eatwor%
7or%sheets
8ui, 'ssinment
9ubrics*corin *heets
Bournal 7ritin Bournal
they learn( insihts an its implication on a personal level!
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*. +ee,s
/ompoun
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Interest /ompoun
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'mount =resent Ealue
/apitulo( 0!M! 21 Mathematics of Investment ' simplifie 'pproach 3r ition
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'mount 0inin the /ompoun
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Interest rate 0inin the
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'bao( ?enon 9! et! 'l! 2@ Mathematics of Investment! •
time or term of loan at a compoun •
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of /ompoun •
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interest rate Cominal an
=aler – /almorin( aurentina( et! 'l! 212 Mathematics of Investment with /omputer 'pplications
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ffective 9ate /omparison of "wo 9ates
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-efine compoun interest /ompare an contrast simple an compoun interest -erive the compoun amount formula -etermine the compoun interest earne -etermine the amount ue investe at compoun interest rate 0in the iscount of an amount with compoun interest 0in the compoun interest rate usin the compoun amount formula 0in the time by loarithms or by interpolation -ifferentiate nominal rate an effective rate 0in nominal rate an effective rate e#uivalent to a iven
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>ral #uestionin
9eference boo%s e;boo%
/hrist; centerenes s
*eatwor%
eaership &
7or%sheets
/ommunity ;
ibrary
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9esearch Aroup
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-iscussion /ooperative
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earnin Aroup 7or% =resentation of
8ui, 'ssinment =ower =oint =resentations
>utput •
/harity – *harin
=roblem *olvin *eatwor% 8ui,
'ssinment 7or%sheets
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9ole =layin
/ooperation & =atience
9eference boo%s
/ommission ; -ilience & =erseveran ce
Aroup 9ole =lay about the investments with simple interest compoun interest
compoun interest rate compoun monthly( #uarterly( an semi;annually! /ompare two rates of interest 9ole play the functions of iniviuals who enae in business or investment
7or%sheets
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FI&L PERIOD
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*imple
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'nnuities 6asic /oncepts
* . +ee,s
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/apitulo( 0!M! 21 Mathematics of Investment ' simplifie 'pproach 3r ition
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an 0ormula =erioic •
=ayment of >rinary •
'nnuity Interest 9ate in
'bao( ?enon 9! et! 'l! 2@ Mathematics of Investment!
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an >rinary •
'nnuity "erm in an >rinary
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'nnuity 'nnuity -ue
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https:www!easycalculat ion!comfinancelearn; annui t/ !php
'mount an =resent Ealue
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www.youtube.com/wat
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Fnow the basic concepts an terms use in annuities Ientify the classification of annuity -etermine the present value of an orinary annuity /ompute the amount of an orinary annuity 0in the perioic payment of an orinary annuity *olve for the rate of an orinary annuity 0in the term of an orinary annuity 0in the present value of the 'nnuity ue an its perioic payment!
=erformance "as% Miterm +amination
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Aroup 9eportin
*corin *heets
9eference >ral 8uestionin boo%s
eaership &
7or%sheets
/ommunity ;
-iscussion •
6oar 7or%
*eatwor% 8ui, 'ssinment
•
/ooperation & =atience
=roblem solvin
/hrist; centerenes s
Bournal 7ritin
9eference boo%s
7or%sheets
/harity – *harin /ommission ; -ilience & =ersever ance
0ourna
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l
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* +ee,s
-eferre
ch$v%&o'u()n*ng+
'nnuity
Mayo(
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'morti,ation
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of a oan "he >utstanin
/apitulo( 0!M! 21 Mathematics of Investment ' simplifie 'pproach 3r ition
=rincipal •
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*in%in 0un wps.prenhall.com/wps /media/ob&ects/#!,0/# ,(#/.../1_22) .ppt
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6on Ealuation =remium
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'morti,ation
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of =remium 'ccumulation
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of -iscount
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'bao( ?enon 9! et! 'l! 2@ Mathematics of Investment!
Mayo(
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0in the annuity ue amount an term of such annuity 0in the present value an the perioic payment of the eferre annuity
-etermine the amorti,ation of a certain loan 0in the outstanin principal usin the two methos /ompare an contrast the two methos of finin the outstanin principal -ifferentiate sin%in fun from amorti,ation of loan -etermine the sin%in fun investe by e#ual perioic payments 0in the coupon payment an reemption value 0in the bon premium an the purchase price /onstruct a scheule of amorti,ation of premium
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-iscussion
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Aroup
9eference >ral 8uestionin boo%s
/ooperation & =atience
7or%
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=resentation of
*eatwor%
>utput
8ui,
6oar
7or%sheets /ommission ; -ilience & =erseverance
7or% ibrary 9eference boo%s
Aroup -iscussion
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/harity – *harin
'ssinment
9esearch •
/ommunity ;
=roblem *olvin
Eieo presentation of a prouct 'vertisement
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Composition o1 'rades
0inal +amination
Computation o1 t2e Final 'rade
*UMM'"IE '****MC"
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Miterm Arae
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0inal "entative Arae ;;;;;; G 0IC' A9'- 0or the *emester*ummer
Miterm +am >r 0inal +am 0>9M'"IE '****MC" 8ui,,es /lass =articipation 'ssinment =9>B/" =9 "9M "otal
0in the purchase an bon iscount /onstruct a bon scheule showin the accumulation of iscount /reate an avertisement vieo presentation about a certain prouct e! ife insurance
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2H 5H 5H *34
1H
-ate 9evise:
May 2 215
ffectivity:
1 st *emester '!! 215 ;21.
=repare by: 09'C/* - I! A9UM>( M'M"
Instructor
9eviewe by: M'9A'9I"' ! -U9>( /='( M6' 6' =roram /oorinator 'pprove by: =9>*9=IC' >! U( -M! /ollee -ean
