City University of Pasay

COLLEGE OF EDUCATION
Outcomes Based Syllabus in
CMO No. 74 & 75, Series of 2017

===============================================================================
Subject Code: M108
Subject Title: Mathematics of Investment
Pre-requisite:
No. of Units: 3

Course Description:

This course offers the students a basic mathematical concepts and skills applicable to economics, business and accounting. It will enhance
the student’s 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.

CUP Vision:

A premier, Globally Competitive and value-laden institution

CUP Mission:

To achieve quality world class competency based and technology-oriented education; equip students with knowledge, skills and values
in the practice of their profession; to lead quality lives, provide affordable, accessible and environmental concerned education for all.

College Vision Statement:

The College of Education envision to produce quality teachers responding to the need of contemporary society and who are globally
competitive, value laden and technology-oriented.

Bachelor of Science in Secondary Education City University of Pasay OBE - 2021

College Mission Statement:

The College of Education is committed to develop competence and socially responsible professional teachers equipped with adequate
knowledge, functional skills and desirable Filipino values to attain quality life in democratic, just and progressive society.

Program Outcomes:

a. Articulate the rootedness of education in philosophical, socio-cultural, historical, psychological and political context.
b. Demonstrate mastery of subject matter/discipline.
c. Facilitate learning using a wide range of teaching methodologies and delivery modes appropriate to specific learners and their environments.
d. Develop innovative curricula, instructional plans, teaching approaches and resources for diverse learning.
e. Apply skills in the development and utilization of ICT to promote quality, relevant, and sustainable educational practices.
f. Demonstrate a variety of thinking skills in planning, monitoring, assessing, and reporting learning processes and outcomes.
g. Practice professional and ethical teaching standards sensitive to the local, national and global realities.
h. Pursue lifelong learning for personal and professional growth through varied experiential and field-based opportunities.

PRELIM
LEARNING OUTCOMES LEARNING CONTENT TEACHING AND LEARNING ACTIVITIES ASSESSMENT METHODS
(Synchronous/Asynchronous)

➢ Analyze and distinguish Unit I. Simple Interest and Discounts

between interest and discount Interactive Class Discussion Journal writing
formula: F = P (1+rt) and P = F a. Simple Interest Video watching Graded recitation
(1-dt); b. Approximate & Actual Number Small group Quiz/long quiz
➢ Distinguish between the use of of days Sharing Assignment
interest rate and discount rate; c. Ordinary & Exact Interest Module
➢ Compute for equivalent d. Simple Discount
interest and discount rates. e. Equivalent rates
f. Discounting Promissory notes

Bachelor of Science in Secondary Education City University of Pasay OBE - 2021

 ➢ Differentiate simple from Unit 2. Compound Interest
compound interest; Journal writing
➢ Solve compound interest a. Compound Interest Interactive Class Discussion Graded recitation
problems where either F, P, T b. Effective & Nominal rates Video watching Quiz/long quiz
or i is unknown; c. Equivalent rates Small group Assignment
➢ Set-up and solve equations of d. Equation of values Sharing Module
value;
➢ Discuss current bank practices
and be able to solve problems
on savings account deposit.

MIDTERM
LEARNING OUTCOMES LEARNING CONTENT TEACHING AND LEARNING ASSESSMENT METHODS
ACTIVITIES
(Synchronous/Asynchronous)

➢ Define ordinary annuity, its Unit III. Simple Annuities and Ordinary
present value and compound Annuities Interactive Class Discussion Journal writing
amount; Video watching Graded recitation
➢ Derive formulas for the present a. Finding the present value and Small group Quiz/long quiz
value and compound amount of amount at the end of the term Sharing Assignment
an ordinary annuity; b. Finding the term of the ordinary Module
➢ Solve annuity problems where annuity
either Present value,
Amount/future value, term or
interest is unknown.

➢ Differentiate ordinary from Unit IV: Special Annuities

special annuities; Interactive Class Discussion Journal writing
➢ Define the different special a. Annuity Due Video watching Graded recitation
annuities b. Deferred Annuity exponential) Small group Quiz/long quiz
➢ Derive the formula for each type Sharing Assignment
of special annuity; Module
➢ Compute special annuity

Bachelor of Science in Secondary Education City University of Pasay OBE - 2021

 ➢ Construct an amortization Unit V: Amortization and Sinking Fund
schedule; Interactive Class Discussion Journal writing
➢ Solve the problems on a. Extinction of Debt Video watching Graded recitation
amortization where Present b. Computation of the Small group Quiz/long quiz
Value, Amount/Future value, outstanding balance Sharing Assignment
rate, terms, or time is c. 3. Amortization method Module
unknown; d. Sinking fund method
➢ Compute the outstanding
liability for any desired time
➢ Determine the periodic
expense and book value of a
sinking fund

FINALS
LEARNING OUTCOMES LEARNING CONTENT TEACHING AND LEARNING ACTIVITIES ASSESSMENT METHODS
(Synchronous/Asynchronous)

➢ Define a general annuity and a Unit VI: General Annuities and

perpetuity; Perpetuities Interactive Class Discussion Journal writing
➢ Relate a general annuity and Video watching Graded recitation
ordinary annuity; a. General annuities Small group Quiz/long quiz
➢ Derive the formulas for the b. Perpetuities Sharing Assignment
present value and compound Module
amount of a general annuity;
➢ Compute for the present value
and compound amount of a
general annuity.

➢ Define bonds and stocks Unit VI. Bonds and Securities Interactive Class Discussion Essay Writing
➢ Compute the price of different a. Basic financial securities Video watching Journal writing
types of bonds and stocks b. Bonds and stocks Small group Graded recitation
c. Price of a bond Sharing Quiz/long quiz
d. Other formulas for the bond Assignment
Bachelor of Science in Secondary Education City University of Pasay OBE - 2021
 e. Premium and discount Module
f. Valuation between coupon
payment dates
g. Yield rates and the Bond
Salesman’s Formula
h. Callable bonds
i. Serial bonds and stocks

COURSE REQUIREMENTS COURSE GRADING SYSTEM REFERENCE/S

1. Quizzes Formula: Hart, W. (1924). The Mathematics of Investment.
2. Major Examination D.C. Heath & Co.
3. Practical Presentation Class Standing 60%
4. Group Activity/ Group Work Major Exams 40% Kellison, S. (2008). Theory of Interest. McGraw-Hill.
6. Portfolio
7. Reflection Shao, P & Shao, S. (1997). Mathematics of
Management and Finance. CENGAGE Learning

Prepared by: Reviewed by: Recommending Approval by: Approved by:

John Bryan Pacris Engr. Rommel Hernandez Prof. Melvin Crisostomo Dr. Rosanie F. Estuche
Faculty Name Head Dean VP for Academic Affairs

Bachelor of Science in Secondary Education City University of Pasay OBE - 2021