Course Code : Math 2b

Course Title : Mathematics of Investment

Course Unit : 3 Units
Pre-requisites : Math 1 & 2
Contact Hours : 54 hours
Course Description :
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. Identified various types of investment problems;

2. Solved financial problems involving simple interest, simple discounts, and compound interest, correctly;
3. Applied the concepts of annuities in business transactions; and
4. Solved problems on extinction of debts with the use of the amortization or sinking fund method.
5. Developed critical thinking in making plans & decisions wisely and realize how important time is in investment;
6. Developed the sense of responsibility, and commitment in living in the world of business

Course Content:

TIME TOPICS TEXTBOOKS/ INTENDED TEACHING ASSESSMENT RESOURCES CORE CREATIVE

FRAME REFERENCES LEARNING LEARNING TASK VALUES OUTPUT
OUTCOMES ACTIVITIES
Community
MIDTERM Simple Interest Define simple Discussion Seatwork Reference -
Capitulo, F.M. (2010) interest, interest rate, Cooperative books/ e-book Written Poem
PERIOD
Mathematics of term of loan, Quiz Cooperation about
Investment ( A Learning & sense of simple
principal, and full
2 weeks
simplified Approach) amount Assignment responsibilit interest
3rd Edition Derive formula Handouts y
to compute for time,
Board Work Charity
rate, and the principal
amount Worksheets Sharing
 www.e- Identify the Group work on
booksdirectory.com known or unknown Oral Questioning Commission
Mathematics problem solving
data in the given Reference -
problem. books Diligence
Find the Seatwork
amount, and simple
Abao, Zenon R. et. Al.
Exact and interest given the Quiz Handouts
(2008) Mathematics of
principal, interest rate
Ordinary Investment.
and term of loan. Assignment
Interest Worksheets
https://www.uam.es/pe Find the
rsonal_pdi/ciencias/... principal, given the
/dodd- term of loan, rate and Group sharing
fundamentals.pdf the full amount.
Compute for the Journal Writing
by EL DODD
Approximate term of loan, and
interest rate using the
and Actual Board work
derived formula.
Time Paler Calmorin, Differentiate
Interest using Laurentina, et. Al. ordinary and exact
the Bankers (2012) Mathematics of interest
Investment with Solve for
Rule Computer ordinary and exact Oral PowerPoint
Problem Questioning Presentations
Accumulation Applications interest of a certain
amount Solving
and
Appreciate the
Discounting importance of
Seatwork Reference
investment of money
books
for future use and
Quiz
how time affects the
investment
Assignment
Differentiate
actual and
approximate time of Group
Worksheets
two given dates Reporting/
Promissory Find the actual
Discussion
Note and approximate time
between two given
dates Role playing
Solve word Problem Reference
problems involving Oral Recitation books
Solving
simple interest
between two given
dates Handouts
Determine the Seatwork
amount accumulated
at simple interest rate Quiz Worksheets
using the Bankers
Rule Assignment
Define simple
discount Reference
Find the amount of books
discount at simple Presentation of
interest rate Group Reports
Determine the Handouts
amount due at simple Oral Recitation
discount rate
Find the discounted Seatwork Worksheets
value of F and its
discount Quiz
List the procedures in
Assignment Rubrics/Scoring
discounting a
Sheets
promissory note at the
Journal Writing
discount rate d
Find the proceeds of
Journal
the promissory note
Cooperate with others
in performing group
activity
Write a journal /
reflection about what
 they learn, insights
and its implication
on a personal level.

Compound Capitulo, F.M. (2010) Define compound Library Reference Christ-

2.5 weeks Mathematics of interest Oral questioning books/ centerednes Group Role
Interest Research
Investment ( A Compare and contrast e-book s Play about
Compound simplified Approach) Group the
simple and compound
Amount 3rd Edition interest Discussion Leadership investments
Present Value Derive the compound Cooperative Seatwork Handouts & with simple
amount formula interest
of Compound Learning Quiz Community (compound
Determine the
Group Work/ Worksheets - interest)
Amount compound interest
Finding the earned Presentation of Assignment
Determine the Cooperation
Compound Output Power Point & Patience
amount due invested
Abao, Zenon R. et. Al. Presentations
Interest rate at compound interest
(2008) Mathematics of Problem Charity
Finding the rate
Investment. Sharing
Find the discount of Solving
time or term of
an amount with
loan at a compound interest Seatwork Commission
Paler Calmorin, Handouts/ table -
compound Laurentina, et. Al. Find the compound
Quiz of values Diligence
(2012) Mathematics of interest rate using the
interest rate &
Investment with compound amount
Nominal and Assignment Perseveran
Computer formula
Worksheets ce
Effective Rate Applications Find the time by
logarithms or by
Comparison of
interpolation
Two Rates Differentiate nominal
Role Playing Reference
rate and effective rate books/
Find nominal rate and
effective rate
equivalent to a given Handouts
compound interest
 rate compound
monthly, quarterly, Worksheets
and semi-annually.
Compare two rates of
interest
Role play the functions
of individuals who
engaged in business Performance
or investment Task Scoring Sheets
Midterm
Examination

FINAL Capitulo, F.M. (2010) Christ-

PERIOD Simple Mathematics of Know the basic Group Reference centerednes Journa
Investment ( A concepts and terms Oral Questioning books s
Annuities Reporting/ l
2 .5 weeks simplified Approach) used in annuities
Basic Concepts 3rd Edition Leadership
Identify the Discussion
and Formula classification of Handouts &
Periodic annuity Board Seatwork
Determine the present Community
Payment of Work Quiz Worksheets -
value of an ordinary
Ordinary annuity
Compute the amount Assignment Cooperation
Annuity Abao, Zenon R. et. Al. Problem & Patience
of an ordinary annuity
Interest Rate in (2008) Mathematics of
Find the periodic solving
Investment. Journal Writing Reference Charity
an Ordinary payment of an
ordinary annuity books Sharing
Annuity archive.org/.../mathema
Term in an ticsofinv004275mbp/mat Solve for the rate of Commission
hematicsofinv004275m.. an ordinary annuity
Ordinary Handouts -
. Find the term of an
Diligence
Annuity ordinary annuity
https://www.easycalculat Find the present value &
Annuity Due ion.com/finance/learn- Worksheets Persever
of the Annuity due
Amount and annuity.php and its periodic ance
Present Value payment.
www.youtube.com/wat
 Deferred ch?v=joBu9TnFngQ Find the annuity due
amount and term of
Annuity Mayo, Herbert B. Basic such annuity
(2015) Finance Find the present value
(Introduction to and the periodic
Institutions,
payment of the
Management &
Investments) 10th Edition deferred annuity

Community
2 weeks Amortization Capitulo, F.M. (2010) Determine the Discussion Reference -
Mathematics of amortization of a Oral Questioning books
of a Loan Investment ( A certain loan Group Cooperation
The simplified Approach) Find the outstanding & Patience
3rd Edition Work / Handouts
Outstanding principal using the
two methods Presentation of Seatwork Charity
Principal Sharing
Compare and contrast Output Quiz Worksheets
the two methods of
Sinking Fund Commission
finding the
wps.prenhall.com/wps Board Assignment -
outstanding principal
/media/objects/5260/5 Differentiate sinking Work Diligence
386895/.../CH14_PPT fund from Library &
.ppt amortization of loan Perseverance
Bond Valuation Research Reference
Determine the sinking
Premium books
fund invested by
Group
equal periodic
Amortization Abao, Zenon R. et. Al.
payments Discussion
(2008) Mathematics of Handouts
of Premium Find the coupon
Investment.
Accumulation payment and Problem
redemption value Seatwork
of Discount Solving Worksheets
Mayo, Herbert B. (2015) Find the bond Quiz
Video
Basic Finance premium and the presentation of a
(Introduction to purchase price product
Assignment (Advertisement)
Institutions, Construct a schedule
Management & of amortization of
Investments) 10th Edition Journal Writing
premium
 Find the purchase and
bond discount
Construct a bond Final
schedule showing the Examination
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 ------

Midterm Exam FINAL GRADE (For the Semester/Summer)

Or
Final Exam

FORMATIVE ASSESSMENT 30%

Quizzes 20%
Class Participation 5%
Assignment 5%

PROJECT PER TERM 20%

Total 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