Republic of the Philippines PALAWAN STATE UNIVERSITY Puerto Princesa City College of Sciences

COURSE SYLLABUS
Math 2a Mathematics of Investment 2st Semester, SY 2009 2010 Unive sit! Vision : !R"#$C"%SS &'! "(#)( C('*(R +' P%"% %' ,!R C-..-'+*Y (.P! (R.('* *! %R#S S-S*%+'%/"( #(0("!P.('* Unive sit! Mission *he Pala1an Staten -ni2ersity is committe3 to upgra3e the 4uality of life of the people by pro2i3ing higher e3ucation opportunities through e5cellent instruction, research, e5tension an3 pro3ucti2e ser2ices an3 specifically see6s to: Pro3uce globally competiti2e gra3uates 1ho are morally upright, humane, competent, pro3ucti2e an3 prime mo2ers of 3e2elopment in their 3iscipline7 (ngage in research an3 3e2elopment that 1ill further the frontiers of 6no1le3ge in the professions7 Propel the sustainable 3e2elopment of the pro2ince, the region, an3 the country7 #eli2er e5tension ser2ices that 1ill contribute to the progressi2e transformation of communities an3 clientele groups7 an3 %ugment national bu3getary subsi3y for operations through income generating pro8ects9

Co""e#e of B$siness an% Acco$ntanc! &oa": *o pro3uce 2alue$oriente3 an3 globally competiti2e lea3ers an3 entrepreneurs in business an3 in3ustry9 Co""e#e of B$siness an% Acco$ntanc! O'(ectives) 19 Pro2i3e 4uality instruction in all business programs7 29 Pro3uce rele2ant researches responsi2e to the nee3s of the community7 :9 Create business programs an3 ser2ices that 1oul3 enhance the 4uality of life of the urban poor7 ;9 Complement go2ernment subsi3ies through pro3ucti2e 2entures an3 acti2ities7 an3 <9 #e2elop entrepreneurial s6ills of business stu3ents for global competiti2eness9

Co$ se N$m'e ) .ath 2a Co$ se Tit"e) .athematics of +n2estment Co$ se *esc i+tion: *his is an intro3uctory course in the .athematics of +n2estments as it occurs to current in business an3 in2estment affairs9 +t co2ers the theory an3 applications of interest an3 the simple case of annuities certain9 Co$ se C e%its : : units Co$ se P e e,$isite: .ath 1b College %lgebra Co$ se O'(ectives : *his course aims to: 19 3e2elop un3erstan3ing of the theory an3 applications of interest an3 annuities certain7 29 familiari=e the stu3ents 1ith the use of the tables for .athematics of +n2estment an3 also the use of the calculator as a po1erful tool in sol2ing pertinent problems in business7 :9 stimulate in the stu3ents curiosity, critical thin6ing an3 interest in the stu3y of mathematics7 an3 ;9 relate the concept of +nterest in real$life situation an3 en2ironmental issues9 Co$ se Re,$i ements : >ui==es, assignments , problem sets , an3 long e5aminations
-nit *itle 19 +ntro3uction !b8ecti2es 191#emonstrate 6no1le3ge an3 un3erstan3ing of the school purpose system &ey Content 191 /rief history of PS- an3 the College of /usiness an3 %ccountancy 192 PS- 0ision an3 .ission 19: Share 2alues an3 college goals 291 *erminologies an3 notations 292 !r3inary an3 e5act interest 29: +nterest bet1een 3ates 29; %mount an3 present 2alues 29A Simple 3iscount 29B Promissory notes +nstructional Strategies?%cti2ities 191 "e2eling of (5pectation 192 Po1erpoint of the school purpose system 19: >uestion an3 ans1er 19; )roup 1or6 291 >uestion an3 ans1er 292 Sol2ing Problems on Simple +nterest an3 Simple #iscount *ime ,rame 19< hours +nstructional materials "C#, .anila paper, laptop, C# (2aluation of *eaching$"earning 191)roup output presentation on ho1 to promote PS- to other people 192-se of Rubrics for group performance 291 Seat1or6s an3 %ssignments, 292 >ui==es 29: )roup 1ill present ho1 they sol2e a gi2en problem about Simple +nterest an3 +nstructional Resources PS- %nnual Report PS- Coffe *able /oo6 College @an3boo6 Reference C: 1:p1$19 2:p1$20 ::p1<2$1D; ;:p12:$1:9 <:p1$;B B:p2;:$2BB

29 Simple +nterests an3 Simple #iscounts

291 #ifferentiate: a9 Simple from compoun3 interest b9 +nterest from 3iscount c9 !r3inary from e5act interest 292 +3entify parts of

9 hours

1hiteboar3, or6sheets, e5amples of passboo6, e5amples of promissory notes

:9 Compoun3 interest

promissory notes 29: #iscounting promissory notes 29; Sol2e problems in2ol2ing simple +nterest an3 simple 3iscount :91 #efine compoun3 interest :92 #ifferentiate nominal from effecti2e rate :9: #iscount a gi2en amount :9; ,in3 the accumulate3 2alue of a gi2en amount :9< Sol2e problems in2ol2ing Compoun3 interest

29:/oar31or6 29; Connecting (n2ironment

Simple #iscount

:91 *erminologies an3 notation :92 Comparison bet1een simple an3 compoun3 interest :9: Compoun3 amount an3 interest :9; 'ominal an3 effecti2e rates :9< (4ui2alent rates :9A (4uation of 2alues

:91 >uestion an3 ans1er :92 )roup oral presentation :9: Sol2ing Problems regar3ing Compoun3 +nterest :9; connecting (n2ironment

12 hours

"C#, "aptop, or6 Sheets, /oar3 mar6er

:91 Seat1or6s an3 %ssignments :92 >ui==es :9: )roup 1ill gi2e an oral presentation on 1hy they choose a gi2en option in the problem regar3ing Compoun3 +nterest

Reference C 1:p20$<A 2:p2:$A1 <:p;9$102 B:p1;:$1<1

;9 Simple Case for %nnuities

;91 +3entify 3ifferent types of simple annuities ;92 Sol2e 3ifferent problems in2ol2ing simple annuities

;91 *erminologies an3 notations ;92 !r3inary annuity ;9: %nnuity 3ue ;9; #eferre3 annuity

<9 %morti=ation an3 Sin6ing ,un3s

<91 Sol2e for the amount or present 2alue of annuity, perio3ic payment?3eposit <92 Create an amorti=ation or sin6ing fun3 sche3ule9 <9: Compute for the

<91 %morti=ation <92 ,in3ing the outstan3ing principal <9: Sin6ing fun3

;91 >uestion an3 ans1er ;92 Sol2ing problems on Simple Case for %nnuities ;9:/oar31or6 ;9; Connecting (n2ironment <91 Sol2ing amount or present 2alue of annuity, perio3ic payment <92 Creating an3 %morti=ation sche3ule or Sin6ing ,un3s <9: >uestion an3 ans1er9

12 hours

/oar3 mar6er, 1or6 sheets

;91 Seat1or6s an3 %ssignment ;92 >ui==es ;9: )roup output presentation on Sol2ing a Problem in business regar3ing simple %nnuities <91 Seat1or6s an3 %ssignment <9 2 >ui==es <9: Presentation of create3 amorti=ation sche3ule an3 sin6ing fun3s

Reference C 1:p<B$D< 2:pA<$92 <:p11<$1<1,19:$ 20;

119< hours

or6 sheets, 2isual ai3s, e5amples of %morti=ation an3 Sin6ing ,un3s

Reference C 1:p92$120 2:p9<$109 <:p1<B$1BA

A9 /on3s

outstan3ing principal after specifie3 total number of payments9 A91Classify bon3s A92 #iscuss important features of bon3s A9: Sol2e problems regar3ing bon3 premium an3 bon3 3iscount

<9; Connecting (n2ironment A91 *erminologies A92 Re3emption an3 coupon payments A9: (2aluation of bon3s 2alue Epurchase price of bon3sF A9; /on3 premium A9< /on3 3iscount A9A %ccumulation of 3iscount A9B /on3s bet1een 3ates B91 Straight line metho3 or %ge$ life metho3 B92 #eclining$balance metho3 or constant$percent metho3 B9: Sum of the years 3igit metho3 A91 >uestion an3 ans1er A92 (2aluating the 2alue of /on3s A9: Sol2ing Problems regar3ing /on3s A hours or6 sheets, 2isual ai3s, e5amples of /on3s A91 Seat1or6s an3 %ssignment A92 >ui==es Reference C 1:p121$1;9 2:p11:$1:1 <:p 2;<

B #epreciation

B91 #iscuss the 3ifferent metho3s of 3etermining the 2arious assets

B91 Problem sol2ing boar31or6

: hours

/oar3mar6er , 1hiteboar3, eraser, meter stic6, boo6s

>ui==es, seat1or6s, e5ercises, assignment

Reference C 2:1;:$1<9

Refe ences) 19 @art, illiam "9 .athematics of +n2estment9 <th e3ition9 #C @ealth an3 Company , 19D0 29 Capitulo, ,lorante .9 an3 Carmelita -9 Cru=9 .athematics of +n2estment9 'ational /oo6store9 19DA9 :9 /acani, %lberto C9, +lumina3o S9 /alabat, an3 %ngela %9 Gulian9 (lements of /usiness .athematics9 )+C enterprises an3 Co9, +nc 19D09 ;9 .erca3o$ #el Rosario, %suncion C9 mathematics of +n2estment , 200< <9 'ocon, ,er3inan3 P9 et al9 .athematics of +n2estment , 2000 A9 Pagoso, Cristobal .9 /usiness .athematics9 Re5 /oo6store , 19D19 B9 Pun=alan, Celestina .9 ,un3amentals of /usiness .athematics9 Re5 /oo6store9 19D19 & a%in# S!stem: >ui==es Seat1or6s Problem Set?%ssignment .a8or (5ams *otal 2<H 1<H 20H ;0H 100H Recommen3ing %ppro2al: Ime"%a R- Lact$an Chairperson, .ath #epartment ,) I .) J 2*,) :

Prepare3 by:

%ppro2e3 by: * - Lo na &e"ito #ean, College of Sciences

,aculty, .ath #epartment