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Worksheets

Financial Math

Total questions: 45

Worksheet time: 2hrs 30mins

Name
Class
Date
1.

In the compound interest formula:

A = P(1 + R)n

A is:

a)

the annual interest rate

b)

the total amount of interest

c)

the amount of the final balance

2.

$9000 is invested for 6 years at 4% pa compounded annually.

Which one of the following is not a correct use of the formula:

A = P(1 + R)n?

a)

A= 9000 × (1 + 0.04)6

b)

A= 9000 × (1 + 4%)6

c)

A = 9000 × (1 + 4)6

d)

A= 9000 × 1.046

3.

Calculate the number of periods (n) and the rate of interest (r) offered per period for:


11% p.a. over 6years, paid quarterly

a)

n = 6, r = 11

b)

n = 6, r = 1.11

c)

n = 24, r = 2.75

d)

n = 12, r = 11

4.

Calculate the number of periods (n) and the rate of interest (r) offered per period for:

18% p.a. over 4 years, paid monthly

a)

n = 4, r = 18

b)

n = 48, r = 1.5

c)

n = 48, r = 18

d)

n = 4, r = 1.5

5.

Determine the amount after 2 years if $5000 is compounded fortnightly at 9% p.a.

Round your answer to the nearest cent.

(a)  

6.

Determine the amount after 8 years if $20000 is compounded annually at 12.5% p.a.

Round your answer to the nearest cent.

(a)  

7.

How much will $56000 amount to when it is invested at 8% p.a. compounding yearly for 3 years?

(a)  

8.

House prices in Brisbane are increasing at the rate of 8% per year. If a house is bought today for $450000

what will its value be in 10 years, to the nearest thousand dollars?

a)

$971,516

b)

$972,000

c)

$1.56905

d)

$4.83183

9.

Find the compound interest earned when $10000 is invested at 6.2% for 2 years.

(a)  

10.

House prices in Sydney increase in value 7.5% per year on average. What will a house currently valued at $850 000 be worth in 5 years (to the nearest $100)?

a)

$1,220,200

b)

$1,220,284

c)

$1,220,285

d)

$1,220,300

11.

A $500000 house appreciates at 5% p.a. Which of the following figures shows its correct appreciated value in 6 years time, rounded to the nearest thousand dollars?

a)

$8000

b)

$25,000

c)

$670,000

d)

$5,695,000

12.

Nigel invested $15 000 for 4 years at 8.5% simple interest. At the end of the 4 years he reinvested his total funds at 8% interest compounded annually for a further 3 years.

Calculate the final amount of Nigel's investment at the end of the 7 years.

(a)  

13.

Alex invested $8000 at 5% pa simple interest for 2 years.

How much extra interest would Alex have earned if he had invested his money at 5% pa compound interest?

(a)  

14.

The population of a town was 120 000 at the end of 2010.

If the population grows on average 4% pa compounded yearly, calculate the expected population at the start of 2014 (to the nearest person).

(a)  

15.

The population of fish in the water off a coastal town is increasing at the rate of 3.5% each year. If the current number of fish is 2500 what is the expected population in 5 years?

(a)  

16.

Select the option that would pay the most interest:

a)

$7000 invested at 12.5% p.a., compounded annually for 3 years.

b)

$7000 invested at 9% p.a., compounded annually for 5 years.

17.

Select the correct formula for simple interest, where 𝐼 is the total amount of interest, 𝑃 is the principal amount, 𝑟 is the percentage interest rate and 𝑡 is the time.

a)

𝐼=𝑃𝑟𝑡

b)
c)
d)
18.

Select the option that would pay the most interest on an investment of $15000 for 4 years:

a)

12% p.a. simple interest

b)

12% p.a. compound interest, paid annually

19.

State the values of 𝑃, 𝑟 and 𝑛 for an investment of $2500 at 14% p.a., compounded annually for 6 years.

a)

P = 14, r = 6, n = 2500

b)

P = 5487.43, r = 14, n = 6

c)

P = 2987, r = 14, n = 6

d)

P = 2500, r = 14, n = 6

20.

State the value of 𝐼 for an investment of $42000 at 9% p.a. simple interest over 36 months.

(a)  

21.

Complete the table for simple interest.

a)

Rate = 6, Interest = $9440

b)

Rate = 39.33, Interest = $9440

c)

Rate = 6, Interest = $1440

d)

Rate = 39.33, Interest = $1440

22.

Find the amount of simple interest accumulated on an investment of $9000 at 10.8% p.a. payable annually for 5 years.


Amount of simple interest earned =

(a)  

23.

Find the amount of compound interest accumulated on an investment of $9000 at 10.8% p.a. payable annually for 5 years.


Amount of compound interest earned =

(a)  

24.

Find the amount of simple interest accumulated on an investment of $120000 at 7.5% p.a. payable annually for 6 years.

(a)  

25.

Find the amount of compound interest accumulated on an investment of $120000 at 7.5% p.a. payable annually for 6 years.

(a)  

26.

Complete the table for simple interest

a)

P= $12,000, A = $15,960

b)

P = $.00689, A = $3960.00698

c)

P = $0.0925, A.= $3960.0925

d)

P = $15,000, A= $18,960

27.

When the overall time for a simple interest investment is doubled, the interest accumulated:

a)

Halves

b)

Doubles

c)

Remains unchanged

28.

For how many complete years must $15 000 be invested at 4.5% pa to grow to more than $20 000?

(a)  

29.

Eloise invested at 3.5% pa simple interest over 4 years. If her total interest is $910, how much did she originally invest?

(a)  

30.

Mae invested $5000 for 3 months at 4.8% pa simple interest.

Which two of these calculations will find the interest earned?

a)

I= 5000 × 0.048 × 3

b)

I= 5000 × 0.048 × 0.25

c)

I= 5000 × 0.004 × 3

d)

I= 5000 × 0.004 × 0.25

31.

Edward invested $15 000 at 5.2% pa simple interest.

How much interest will he earn in 8 months?

(a)  

32.

Rearrange P rt100\frac{P\ rt}{100} to make R the subject.

a)

 r=IPt100r=\frac{IPt}{100}  

b)

 r=PtI×100r=\frac{Pt}{I\times100}  

c)

 r=I×100Ptr=\frac{I\times100}{Pt}  

d)

 r=I+100Ptr=\frac{I+100}{Pt}  

33.

An investment of $12 000 grew to $12 450 in 6 months. What was the interest rate per annum?

(a)  

34.

Ann's computer has a total capacity of 60 GB. At present she is using 39% of the capacity.

How much free space does she have?

a)

23.4GB

b)

1.54GB

c)

0.65GB

d)

36.6GB

35.

A manufacturer increased the number of biscuits made each week from 4800 to 13 200.


Write this as a percentage increase.

(a)  

36.

Quentin bought shares on the stock exchange worth $3240. Over 10 years the shares increased in value by 400%. The new value of the shares is:

a)

$9720

b)

$6400

c)

$12,960

d)

$16,200

37.

A shirt was discounted by 25% and then this price was further discounted by another 10%.

If the shirt was originally priced at $129.95, express the savings as a percentage of the original price.

(a)  

38.

The price of an item is increased by 50%. What percentage decrease is required to return to its original price? Round to 1 decimal place.

(a)  

39.

If there were originally 12 students in a class, the number of students after a 50% increase would be:

(a)  

40.

The temperature dropped from 21°C to 14°C.

Which of these shows the expression of the percentage change?

a)
b)
c)
d)
41.

Chloe bought a block of land for $40 000. After ten years, she sold the land for $186 000.

Calculate her percentage profit on her cost price.

a)

21.505%

b)

465%

c)

365%

d)

78.49%

42.

If you save 18.3%, what percentage do you pay?

(a)  

43.

These roller blades normally cost $200.

Emma buys them for $140.

What percentage discount did she receive?

(a)  

44.

A dress is sold for $87. If this gives a profit of 45% on the cost price, what was the cost price?

(a)  

45.

Zara bought shares for $10.40 a share.


Over the five years she owned them, the shares increased in price and she sold them at a 15% profit.


Calculate the selling price of each share.

(a)