Math 302 Math of Investment Syllabus PDF

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The Great Plebeian College College Department Course SyllabusCourse Code/TitleMath 302 Mathematics of InvestmentDay/Time/Room TTh 10:00AM - 12:30PM Instructor Patrick Dave R. Consay Consultation Hours8:00AM - 8:00PMCourse Description :The global and local landscapes are continuously changing. Charac...

Description

The Great Plebeian College College Department Course Syllabus Course Code/Title Day/Time/Room Instructor Consultation Hours

Math 302 Mathematics of Investment TTh 10:00AM - 12:30PM Patrick Dave R. Consay 8:00AM - 8:00PM

Course Description: The global and local landscapes are continuously changing. Characteristically dynamic and volatile, the ordinary individual has no other alternative but to be equipped with human values, competence and financial skills among others. This growing demands for financial awareness challenges an ordinary individual to possess financial intelligence. “Financial Intelligence” means possessing the ability to make correct money decisions to achieve high yielding financial incomes, and to choose robust financial investments. Mathematics of Investment is a course which will help students to be equipped with financial skills and human values. Moreover, this course will also enable students to be aware of the different financial tools needed in the practice and application of mathematical concepts in finance as well as to increase the students’ competence in the mathematical analysis and computations of financial problems. Learning Outcomes (LOs) Graduate Attributes LO1: Expert Learner

  

At the end of the course, the students will be able to: Identify various types of Investment Problems Identify what variables are needed and what are not in solving investment problems Realize how important time is in Investment

LO2: Critical and Creative Thinker

   

Derive formulas in solving related problems Express various Investment Problems into equations Interpret investment problems into simpler forms Relate to settings and circumstances that requisites mathematical concepts

LO3: Fluent and Effective Communicator

 

Demonstrate clarity in communicating investment problems Express investment problems, equations and solutions in written or oral form

LO4: Expert Self

 Evaluate the complexity of the investment problem to be solved  Employ the ability to work with other people in solving investment problems

LO5: Expert Doer

   

Solve problems correctly involving investments Develop critical thinking in making plans and decisions wisely Apply mathematical concepts and ideas in solving investment problems Independently demonstrate formulation and construction of equations and solutions to given investment problem

LO6: Expert Community Participant

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Acquire financial literacy that can be taught to other people.

LO7: Expert Agent of Change

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Demonstrate application of different financial concepts not just for teaching but for personal advantage as well

Final Course Output LEARNING OUTCOME LO1, LO2, LO3, LO6

LO1, LO2, LO3

REQUIRED OUTPUT        

Module Activities Online Quizzes Assignments Examinations Module Activities Take-home Quizzes Assignments Examinations

DUE DATE Week 3

Week 5

LO1, LO2, LO3, LO4, LO5, LO6, LO7

     

Online Group Works/Activities Video Presentation Module Activities Take-home Quizzes Assignments Examinations

Week 10

LO1, LO2, LO3, LO5, LO6, LO7

     

Compilation of all Modules Video Presentation Online Group Works/Activities Module Activities Assignments Examinations

Week 15

Learning Plan LOs Topics LO1 LO2 LO3 LO4 LO5

LO1

 Simple Interest and Simple Discount -Simple Interest -Ordinary and Exact Interest -Approximate and Exact Time -Simple Discount and Promissory Notes

 Compound Interest

Week # 1 -3

4-5

Experiential Learning Activities Discussions through modules/handouts; Video Discussions; via Google Classroom; and via Google Meet

Discussions through

References 

Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines



William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines Altares, Arce, Aquino, Copo, Howe,



LO2 LO3 LO4 LO5

LO1 LO2 LO3 LO4 LO5

LO1 LO2 LO3 LO4 LO5 LO6 LO7

-Compound Amount -Present Value -Nominal and Effective Rates -Equivalent Rates

modules/handouts; Video Discussions; via Google Classroom; and via Google Meet

 Annuities -Concepts and Terminologies -Ordinary Annuity -Formulas -Annuity Due -Formulas -Deferred Annuity -Formulas -Perpetuity

6-8

 Amortization and Sinking fund -Amortization -Sinking Fund

9-10

Discussions through modules/handouts; Video Discussions; via Google Classroom; and via Google Meet

Discussions through modules/handouts; Video Discussions; via Google Classroom; and via Google Meet

Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines 

William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines



Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines



William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines





LO1 LO2 LO3 LO4 LO5 LO6 LO7

 Bonds -Bonds -Stocks -Premium and Discount

11-13

Discussions through modules/handouts; Video Discussions; via Google Classroom; and via Google Meet





LO1 LO2 LO3 LO4 LO5 LO6 LO7

 Depreciation -Depreciation -Most Common Types of Depreciation -Constant Percentage Method -Capitalization

14-15

Discussions through modules/handouts; Video Discussions; via Google Classroom; and via Google Meet





William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, Manila, Philippines, REX Book Store, Manila, Philippines William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines

Grading System Prelim Grade: Requirements Class Standing 2/3 of the Final Grade Attendance Assignments Quizzes Module Activities Compilation of all Modules Sub-total Major Examination 1/3 of the Final Grade Total Midterm Grade (MG) = 30% Prelim Grade + 70% Tentative Midterm Grade Semi-Final Grade (SFG) = 30% Midterm Grade + 70% Tentative Semi-Final Grade Final Grade (FG) = 30% Semi-Final Grade + 70% Tentative Final Grade Note: Grades should be ROUNDED OFF only in the Final Grade

References

Total 67% 20%

80%

100% 33% 100%



Altares, Arce, Aquino, Copo, Howe, Laddaran, Mananquil, Sy, Tizon, Villanueva, Yao, 2003,MATHEMATICS OF INVESTMENT, REX Book Store, Manila, Philippines



The Committee, Department of Business Mathematics and Statistics, College of Business Administration, University of the East, MATHEMATICS OF INVESTMENT Revised Edition 1998, REX Book Store, Manila, Philippines



William L. Hart, 1980, Mathematics of Investment 5th Edition, Lexington, Massachusetts, USA, D.C. Heath and Company, Printed by Cacho Hermanos, Inc., Mandaluyong Ctiy, Philippines

Websites 

https://www.anderson5.net/cms/lib02/SC01001931/Centricity/Domain/2175/Lesson%205%20-%20Compound%20Interest.ppt

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http://www3.govst.edu/kriordan/files/ssc/math161/ppt/barnfm10e_ppt_3_2.ppt

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https://www.mathsisfun.com/money/annuities.html

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https://www.investopedia.com/terms/a/annuity.asp

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http://www.stat.ufl.edu/~rrandles/sta4183/4183lectures/chapter05/chapter05R.pdf

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http://www.mheducation.ca/college/zima/graphics/zima5mfz_information/5mfz_sample.pdf

Prepared by: ___________________________________________

PATRICK DAVE R. CONSAY CTE Instructor Noted by: _____________________ __________________ ________ MA. CORAZON C, COLENDRINO, PhD Vice President for Academic Affairs/ __________________________________________ Dean, _____ FRANCY C. CELZO, MPACollege of Teacher Education OIC School President

__________________________________________ _____ MARILOU R. RAPATALO, MaEd School Registrar...