Western Mindanao State University ESU Mabuhay Feb.

3, 2021
  College of Education  
  Department of Mathematics Semester Adopted: 2nd Semester
Vision Mission
The University of Choice for higher learning with strong research The Western Mindanao State University , set in a culturally diverse
Orientation that produces professionals who are socially environment, shall pursue a vibrant socio-economic agenda that include
responsive for human development;ecological sustainability and
peace and securty within and beyond the region. A relevant instruction paradigm in the education and training of
competent & responsive human resource for societal & industry
  needs.
 
  A home for intellectual formation that generates knowledge for
  people empowerment, social transformation & sustainable development
 
  A hub where science, technology & innovation flourish, enriched by
  the wisdom of the Arts & Letters & Philosophy.
College Goals
The College of Education, WMSU-ESU Mabuhay commits itself to produce world class teachers who are with excellence integrity
service and dedication in the pursuit of quality education that includes an alternative learning system for its diverse for the nation
and the global community.
 
Program Outcomes (from CMO No. 75, s. 2017, p. 3 and 5):              
  6.2.b. Demonstrate mastery of subject matter/discipline
  6.3.3.a. Exhibit competence in mathematical concepts and procedures
  6.3.3.b. Exhibit proficiency in relating mathematics to other cultural areas
   
Class information instructor's information
Section   Name Michael Deliva
Schedule Tuesday, Friday Office Designation  
Time 9:30-11:00 AM Office Hours 8:00-5:00 pm
Venue   Office Telephone  
Term 2nd Email Address michael.deliva@g.msuiit.edu.ph
 Course Information
Course Name Mathematics of Investment Course Code AS6 MATH 105
Pre-requisite Subj. AS2 Math 101 History of MathematIcs Course Credit 3 units, 3 hrs./wk. (18 weeks, 54 hrs total)
Course Requirements
Grading System: 40% - exam 40%- Midterm
30%- outputs 60%- Final
20%- class participation (attendance and oral participations) 100%
10%- quizzes
  100%
Course Description
This course offers the students a basic mathematical concepts and skills applicable to economics, business and accounting. It will enhance
the students mathematical understanding of investment. Topics covered in this course includes determining the time value of money using
simple and compound interest and discounting, variation of annuities, amortization, stocks and bonds, and sinking fund. The students are
to employ mathematics as the main tool in solving investment-related problems and in making good investment calculations and decisions.

 
 
 
 
Course Learning Outcomes

At the end of the course, the pre-service teachers should be able to:

A. Select and apply appropriate formulas, concepts and procedures in solving various problems related to investment and interpret investment
and interpret investment numerical results.

 
 Course
Evidence of Program
Time Course Content Intended Learning OBE Activities Learning Mode of Deliery
Frame Outcomes Outcomes Outcomes Outcomes Hybrid/Blended
SIMPLE INTEREST 1. Analyze & Dis- Individual partici- Output will be writ
& DISCOUNT tinguish between pation in class ten on a piece of
interest and discussion and paper to be sub-
discount formula modular base activities mitted every friday Soft Copy of Alter-
native Learnng
Scheme
will be sent to
1. Simple Interest 2. Distinguish 6.2.b.
Week 1-3 A students
2. Approximate between the use Given a reflection 6.3.3.a via email, messenger
& Actual Number of interest rate & activity regarding Reflection Paper & 6.3.3.b. groupchat
of Days discount rate what they have
3. Ordinary & learned after the
Exact Interest 3. Compute for discussion and
4. Simple Discount equivalent interest what they find
5. Equivalent & discount rates difficult in the to-
Rates pic presented
6. Discounting
Promissory Notes
Week 4-6 COMPOUND 1. Differentiate
INTEREST simple compound
interest Individual participation
1. Compound in class discussion and
Output will be
interest 2. Solve compound individual and group
written on a piece of
2. Effective & interest problems activities.
paper to be Soft copy of
Nominal Rates
submitted every 6.2.b., Alternative Learning
3. Equivalent Rates 3. Set-up & solve Given a problem
Friday. A 6.3.3.a & Scheme will be sent
4. Equation of equations of value solving activities &
6.3.3.b. to students via email,
Rates computation. Given a
messenger groupchat
4. Discuss current reflection activity
bank practices & be regarding what they
Reflection Paper
able to solve have learned after the
problems on savings discussion.
account deposit
 Course
Evidence of Program
Time Course Content Intended Learning OBE Activities Learning Mode of Deliery
Frame Outcomes Outcomes Outcomes Outcomes Hybrid/Blended
1. Define Ordinary
SIMPLE ANNUITIES annuity, its present
Ordinary Annuities value and compound
amount
Individual participation
in class discussion and
2. Derive formulas
individual and group
for the present value
1. Finding the activities Output will be
and compound
present value and written on a piece of Soft copy of
amount of an
amount at the end Given a problem paper to be 6.2.b., Alternative Learning
ordinary annuity
Week 7-8 of the term. solving activities & submitted every A 6.3.3.a & Scheme will be sent
3. Solve annuity
2. Finding the term computation. Given a Friday. 6.3.3.b. to students via email,
problems where
of the ordinary reflection activity messenger groupchat
either present value,
annuity regarding what they Reflection Paper
amount, term or
have learned after the
interest s unknown.
discussion

1. Differentiate
ordinary from special
Individual participation
annuities
in class discussion and
Output will be
individual and group
2. Define the written on a piece of
activities.
SPECIAL ANNUITIES different special paper to be Soft copy of
Week 9- annuities submitted every 6.2.b., Alternative Learning
Given a problem
10 1. Annuity Due Friday. A 6.3.3.a & Scheme will be sent
solving activities &
2. Deferred Annuity 3. Derive the formula 6.3.3.b. to students via email,
computation. Given a
for each type of messenger groupchat
reflection activity
special annuity
regarding what they
Reflection Paper
have learned after the
4. Compute special
discussion.
annuity problems

Time Course Content Intended Learning OBE Activities Evidence of Course Learning Program Mode of Deliery
 Frame Outcomes Outcomes Outcomes Outcomes Hybrid/Blended
AMMORTIZATION
1. Construct an
AND SINKING
ammortization
FUND
schedule
Individual participation
2. Solve the
in class discussion and
1. Extinction of problems on
individual and group
Debt. ammortization
activities Output will be
2. Computation of
written on a piece of Soft copy of
the oustanding 3. Compute the
Given a problem paper to be 6.2.b., Alternative Learning
Week 11- balance outstanding liability
solving activities & submitted every A 6.3.3.a & Scheme will be sent
12 3. Ammortization for any desired time.
computation. Given a Friday. 6.3.3.b. to students via email,
methods
reflection activity messenger groupchat
4. Sinking fund 4. Determine the
regarding what they Reflection Paper
methods periodic expense and
have learned after the
book value of a
discussion
sinking fund

1. Define a general
annuity and a
perpetuity
Individual participation
2. Relate a general in class discussion and
Output will be
annuity and ordinary individual and group
GENERAL written on a piece of
Week 13- annuity activities.
ANNUITIES paper to be Soft copy of
14 submitted every 6.2.b., Alternative Learning
3. Derive the formula Given a problem
1. General Friday. A 6.3.3.a & Scheme will be sent
for the present value solving activities &
Annuities 6.3.3.b. to students via email,
& compound amount computation. Given a
2. Perpetuities messenger groupchat
of a general annuity reflection activity
regarding what they
Reflection Paper
4. Compute for the have learned after the
present value & discussion.
compound amount
of a general annuity

Course
Evidence of Program
Time Course Content Intended Learning OBE Activities Learning Mode of Delivery
Frame   Outcomes Outcomes Outcomes Outcome Hybrid/Blended
 s
  BOND AND SECURITIES        
1. Basic financial
Individual
securities
participation in class
2. Bonds and stocks
discussion and Soft copy of
3. Price of a bond  Output will be
individual and group
4. Other formulas for written on a Alternative Learning
activities.
the bond piece of paper Scheme will be sent
5. Premium and to be to students via email,
Week 15- Given a problem
discount submitted messenger groupchat
solving activities &
18 6. Valuation between  1. Define bonds & every Friday.
computation. Given a
coupon payment dates stocks
reflection activity
7. Yield rates & the
regarding what they
bond salesman formula 2. Compute the price  6.2.b.,
have learned after the
8. Callable bonds of different types of Reflection 6.3.3.a &
discussion. 
9. Serial bonds & stocks bonds and stocks Paper A   6.3.3.b.  
             
             
           
             
           
 
           
             
                 
REFERENCES
Hart, W. (1924). The Mathematics of Investment. D.C. Heath & Co. Kellison,S. (2008). Theory of Interest. McGraw-Hill.
Shao, P & Shao, S. (1997). Mathematics of Management and Finance. CENGAGE Learning

Prepared by:
Michael C. Deliva