THIS IS A TWO-SEMESTER COURSE.

Students in this invaluable course will use algebra, geometry, and statistics skills to solve real-world math problems related to finance.

Students will begin by learning how to incorporate the use of future value and present value investment formulas to make calculations regarding long-term investments. They will then use ratios, proportions, and percents as they learn about the fundamentals of investing. They will go on to design and carry out investigative research to answer or learn more about a real-world financial question, and they will continue to use quantitative reasoning and mathematical models to solve a variety of contextualized problems.

Class Meetings: Tuesdays, 5:00 p.m. Eastern Time
Fall Semester: August 26 – December 16, 2025
Spring Semester: January 13 – May 12, 2026

Student Expectations: Students will be given practice assignments to enable them to apply the concepts they’re learning.

Student Support: The instructor is available via email.

Feedback/Assessment: The instructor will provide feedback on all assignments.

Materials/Supplies: Students will need a TI-36X Pro Scientific Calculator for this course. Also, because they will use spreadsheet software as tool to support their financial math learning, they will need to have spreadsheet software such as Microsoft Excel installed on their computers.

Prerequisites: Students should have a solid understanding of algebra and geometry prior to taking this course.