Finance Project


In this high school math project, students take on the role of financial planners and help local families plan for retirement, college tuition, and home mortgages.

With the help of a professional financial expert and their math teacher, students understand basic financial principles and formulas that are exponential and logarithmic functions. As a team, students interview their “clients” to determine their financial goals, then perform and calculate appropriate savings and investment plans using algebraic, graphical, and table representations. They write a report and present it with visual displays of their recommendations in a final meeting with their client.

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