Financial Maths

This collection of resources is produced by the Core Maths Support Programme to support the implementation of Core Maths. The collection contains a range of activities all designed to enable students to use and apply financial mathematics in unfamiliar contexts.

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Build or buy?

This series of Core Maths activities involves mortgage finance, interest rates, income tax, national insurance, scheduling, Gantt diagrams and estimation. The tasks can form a large project or be used as stand-alone lessons.

Build or Buy: Teacher Guidance
The teacher guidance package...

Annual percentage rate (APR)

In this Core Maths activity students explore APR, the interest charged when we borrow money, and how to calculate it for both a whole number and a fractional number of years. The resource also explores reasons why people want to borrow money.

A link is included to the Nuffield Foundation personal finance...

Borrowing money

In this Core Maths resource students are asked to evaluate the offers and figures from three banks in order to decide which one is best for their company to borrow from. The resource involves students calculating the interest incurred using an Excel spreadsheet.

Borrowing money: Lesson Plan...

Budgeting

In this Core Maths task students are asked to create a budget plan for a mobile phone company covering the manufacturing, marketing and staffing costs. You may also want to see the Budgeting and foreign exchange Core Maths resource

Budgeting:  Lesson...

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