Course Number: Math 2a

Course Title: Mathematics of Investment

Course Description: This is an introductory course in the Mathematics of Investments as it occurs to current in business and investment affairs. It covers the
theory and applications of interest and the simple case of annuities certain.

Course Credits: 3 units

Course Prerequisite: Math 1b College Algebra

Course Objectives: This course aims to:

1. develop understanding of the theory and applications of interest and annuities certain;
2. familiarize the students with the use of the tables for Mathematics of Investment and also the use of the calculator as a powerful tool in
solving pertinent problems in business;
3. stimulate in the students curiosity, critical thinking and interest in the study of mathematics; and
4. relate the concept of Interest in real-life situation and environmental issues.

Course Requirements: Quizzes, assignments, problem sets, and long examinations

Unit Title Objectives Key Content Instructional Time Instructional Evaluation of Instructional
Strategies/Activities Frame materials Teaching-Learning Resources
1. Introduction 1.1Demonstrate 1.1 Brief history of BGFC and the 1.1 Leveling of 1.5 LCD, Manila 1.1Group output BGFC Annual
knowledge and College of Teacher Education Expectation hours paper, presentation on how Report
understanding of the 1.2 BGFC Vision and Mission 1.2 Powerpoint of laptop, CD to promote BGFC to
school purpose system 1.3 Share values and college the school purpose other people BGFC Coffe
goals system 1.2Use of Rubrics for Table Book
1.3 Question and group performance
answer College
1.4 Group work Handbook
2. Simple 2.1 Differentiate: 2.1 Terminologies and notations 2.1 Question and 9 whiteboard, 2.1 Seatworks and Reference #:
Interests and a. Simple from 2.2 Ordinary and exact interest answer hours Worksheets, Assignments, 1:p1-19
Simple Discounts compound interest 2.3 Interest between dates 2.2 Solving examples of 2.2 Quizzes 2:p1-20
b. Interest from discount 2.4 Amount and present values Problems on passbook, 2.3 Group will present 3:p152-184
c. Ordinary from exact 2.6 Simple discount Simple Interest examples of how they solve a 4:p123-139
 interest 2.7 Promissory notes and Simple promissory given problem about 5:p1-47
2.2 Identify parts of Discount notes Simple Interest and 7:p243-277
promissory notes 2.3Boardwork Simple Discount
2.3 Discounting 2.4 Connecting
promissory notes Environment
2.4 Solve problems
involving simple
Interest and simple
discount
3. Compound 3.1 Define compound 3.1 Terminologies and notation 3.1 Question and 12 LCD, Laptop, 3.1 Seatworks and Reference #
interest interest 3.2 Comparison between simple answer hours Work Assignments 1:p20-56
3.2 Differentiate nominal and compound interest 3.2 Group oral Sheets, 3.2 Quizzes 2:p23-61
from effective rate 3.3 Compound amount and presentation Board 3.3 Group will give an 5:p49-102
3.3 Discount a given interest 3.3 Solving marker oral presentation on 7:p143-151
amount 3.4 Nominal and effective rates Problems regarding why they choose a
3.4 Find the Compound Interest given option in the
accumulated value of a 3.5 Equivalent rates 3.4 connecting problem regarding
given amount 3.6 Equation of values Environment Compound Interest
3.5 Solve problems
involving
Compound interest

4. Simple Case 4.1 Identify different 4.1 Terminologies and notations 4.1 Question and 12 Board 4.1 Seatworks and Reference #
for Annuities types of simple answer hours marker, work Assignment 1:p57-85
annuities 4.2 Ordinary annuity 4.2 Solving sheets 4.2 Quizzes 2:p65-92
4.2 Solve different 4.3 Annuity due problems on 4.3 Group output 5:p115-151,193-
4.4 Deferred annuity Simple Case for presentation on 204
problems involving
Annuities Solving a Problem in
simple annuities 4.3Boardwork business regarding
4.4 Connecting simple Annuities
Environment
5. Amortization 5.1 Solve for the 5.1 Amortization 5.1 Solving amount 11.5 Work sheets, 5.1 Seatworks and Reference #
and Sinking amount or present 5.2 Finding the outstanding or present value of hours visual aids, Assignment 1:p92-120
Funds value of annuity, principal annuity, periodic examples of 5. 2 Quizzes 2:p95-109
periodic 5.3 Sinking fund payment Amortization 5.3 Presentation of 5:p157-176
5.2 Creating and and Sinking created amortization
payment/deposit
Amortization Funds schedule and sinking
5.2 Create an schedule or Sinking funds
amortization or sinking Funds
 fund schedule. 5.3 Question and
5.3 Compute for the answer.
outstanding principal 5.4 Connecting
after specified total Environment
number of payments.
6. Bonds 6.1Classify bonds 6.1 Terminologies 6.1 Question and 6 Work sheets, 6.1 Seatworks and Reference #
6.2 Discuss important 6.2 Redemption and coupon answer hours visual aids, Assignment 1:p121-149
features of bonds payments 6.2 Evaluating the examples of 6.2 Quizzes 2:p113-131
6.3 Solve problems 6.3 Evaluation of bonds value value of Bonds Bonds 5:p 245
(purchase price of bonds) 6.3 Solving
regarding bond
6.4 Bond premium Problems regarding
premium and bond 6.5 Bond discount Bonds
discount 6.6 Accumulation of discount
6.7 Bonds between dates

7 Depreciation 7.1 Discuss the 7.1 Straight line method or Age- 7.1 Problem – 3 Boardmarker Quizzes, seatworks, Reference #
different methods of life method solving hours , whiteboard, exercises, assignment 2:143-159
determining the 7.2 Declining-balance method or boardwork eraser, meter
various assets constant-percent method stick, books
7.3 Sum of the years digit method

References:
1. Hart, William L. Mathematics of Investment. 5th edition. DC Health and Company , 1980
2. Capitulo, Florante M. and Carmelita U. Cruz. Mathematics of Investment. National Bookstore. 1986.
3. Bacani, Alberto C., Iluminado S. Balabat, and Angela A. Julian. Elements of Business Mathematics. GIC enterprises and Co., Inc 1980.
4. Mercado- Del Rosario, Asuncion C. mathematics of Investment , 2005
5. Nocon, Ferdinand P. et al. Mathematics of Investment , 2000
6. Pagoso, Cristobal M. Business Mathematics. Rex Bookstore , 1981.
7. Punzalan, Celestina M. Fundamentals of Business Mathematics. Rex Bookstore. 1981.

Grading System: Quizzes 25% FG = MG + 2TFG

Seatworks 15% 3
Problem Set/Assignment 20%
Major Exams 40%
Total 100%

Prepared by: Recommending Approval: Approved by:

Faculty, Math Department Chairperson, Math Department Dean, College of Teacher Education