aimnova.
DashboardMy LearningPaper MasteryStudy Plan

Stay in the loop

Study tips, product updates, and early access to new features.

aimnova.

AI-powered IB study platform with personalised plans, instant feedback, and examiner-style marking.

IB Subjects

  • IB Diploma
  • All IB Subjects
  • IB ESS
  • IB Business Management
  • Grade Calculator
  • Exam Timetable 2026
  • ESS Predictions
  • BM Predictions
  • IB Economics Predictions 2026

Study Resources

  • Free Study Notes
  • Revision Guide
  • Flashcards
  • ESS Question Bank
  • BM Question Bank
  • Mock Exams
  • Past Paper Feedback
  • Exam Skills
  • Command Terms

Company

  • Features
  • Pricing
  • About Us
  • Blog
  • Contact
  • Terms
  • Privacy
  • Cookies

© 2026 Aimnova. All rights reserved.

Made with 💜 for IB students worldwide

v0.1.512
NotesMath AI SLTopic 1.4
Unit 1 · Number and Algebra · Topic 1.4

IB Math AI SL — Financial applications: compound interest and annual depreciation

IB Mathematics AI SL topic covering core concepts and exam-style applications.

Exam technique guidePractice questions

Key concepts in Financial applications: compound interest and annual depreciation

Key Idea: Compound interest is a geometric sequence: your money grows by the same ratio each compounding period.

Three things IB tests on this topic:


📐 The compound interest formula

FV=PV×(1+r100k)knFV = PV \times \left(1 + \frac{r}{100k}\right)^{kn}FV=PV×(1+100kr​)kn
FV = future value, PV = present value, r = annual rate %, k = compounding periods per year, n = number of years

What each part of the formula means:

FV

FVFVFV

Future Value — the amount at the end of the investment period.

→ Solve for this when finding the final amount

PV

PVPVPV

Present Value — the starting amount.

→ Enter as negative on GDC (money going out)

r / 100k

r100k\frac{r}{100k}100kr​

Interest rate per compounding period as a decimal.

→ Annual rate ÷ 100 ÷ k

kn

knknkn

Total number of compounding periods.

→ Periods per year × number of years

Both give the same answer. On Paper 2, the TVM solver is faster and less error-prone — but you must list all input values (N, I%, PV, PMT, FV, P/Y, C/Y). That list is your working. No list = no method marks.

📊 Compounding frequency


✏️ IB-style worked examples

IB-style: find value, then find when target is reached

Amara invests $9000 in an account that offers 7% per annum compounded <strong>annually</strong>.<br><br>(i) Find the value of the investment after 5 years, to the nearest $100.<br>(ii) Find the number of years required for the investment to reach $20 000.

Step by step:

  1. (i) k = 1 (annual), PV = 9000, r = 7, n = 5

    FV=9000×(1.07)5FV = 9000 \times (1.07)^{5}FV=9000×(1.07)5
  2. FV=12,622.96...≈12,600 (nearest 100)FV = 12{,}622.96... \approx \mathbf{12{,}600} \text{ (nearest 100)}FV=12,622.96...≈12,600 (nearest 100)
  3. (ii) Set FV = 20 000 and solve for n:

  4. 9000×(1.07)n=20,0009000 \times (1.07)^{n} = 20{,}0009000×(1.07)n=20,000
  5. OR: TVM inputs: N = ?, I% = 7, PV = −9000, FV = 20000, PMT = 0, P/Y = 1, C/Y = 1

  6. GDC gives n = 11.90... → must be a whole number, round up: n = 12 years

Final answer:

(i) 12 600 (ii) 12 years

IB-style: find the minimum interest rate (monthly compounding)

Bill invests $9000 at r% per annum compounded <strong>monthly</strong>, where r is to 2 decimal places.<br><br>Find the minimum value of r needed to reach $20 000 after 10 years.

Step by step:

  1. Monthly compounding: k = 12, so total periods = 12 × 10 = 120

    9000(1+r1200)120=20,0009000\left(1 + \frac{r}{1200}\right)^{120} = 20{,}0009000(1+1200r​)120=20,000
  2. GDC TVM: N = 120, PV = −9000, FV = 20000, PMT = 0, P/Y = 12, C/Y = 12

  3. Solve for I% → GDC gives 8.01170...

  4. r must be to 2 dp and must be enough to reach the target → round up: r = 8.02%

Final answer:

Minimum r = 8.02% per annum

Depreciation — find value after n years

A car costs $18 000 and depreciates at 15% per year. Find its value after 4 years.

Step by step:

  1. Rate of loss = 15% → multiplier = (1 − 0.15) = 0.85 each year

  2. FV=18000×(0.85)4FV = 18000 \times (0.85)^{4}FV=18000×(0.85)4
  3. (0.85)4≈0.52201(0.85)^{4} \approx 0.52201(0.85)4≈0.52201
  4. 18 000 × 0.52201 = 9 396.18

Final answer:

9 396.18 (nearest cent)

Round UP for 'how many years' questions — if GDC gives n = 11.9, the answer is 12 (not 11). The target must actually be reached. Sign convention (GDC): Money going in is negative. Invest 9000 → PV = −9000. FV comes out positive. Monthly for 10 years: N = 120 and C/Y = P/Y = 12 — not N = 10. Forgetting to adjust N loses the method mark. Show TVM inputs: List N, I%, PV, PMT, FV, P/Y, C/Y. This is your written working — no list = no method marks. Nearest $100 rounding: Only round at the very end. Carry full precision in intermediate steps.

What you'll learn in Topic 1.4

  • 1.4.1 Compound Interest
  • 1.4.2 Growth and Depreciation
  • 1.4.3 Nominal Rate, Effective Rate, and Compounding Frequency
  • 1.4.4 Comparing Financial Options in Context
  • 1.4.5 GDC / TVM Finance Workflows
Suggested study order: Read the notes for each sub-topic below → test yourself with flashcards → attempt practice questions → review exam technique.

Study resources — 1.4 Financial applications: compound interest and annual depreciation

1.4.1

Compound Interest

Notes
1.4.2

Growth and Depreciation

Notes
1.4.3

Nominal Rate, Effective Rate, and Compounding Frequency

Notes
1.4.4

Comparing Financial Options in Context

Notes
1.4.5

GDC / TVM Finance Workflows

Notes

Ready to study Financial applications: compound interest and annual depreciation?

Get AI-powered practice questions, personalised feedback, and a study planner tailored to your IB Math AI SL exam date.

Start studying free

Topic 1.4 Financial applications: compound interest and annual depreciation forms a core part of Unit 1: Number and Algebra in IB Math AI SL. Mastering these concepts will strengthen your understanding of connected topics across the syllabus and prepare you for exam questions that require analysis, evaluation, and real-world application.

Previous topic
1.3 Geometric sequences
Next topic
1.5 Exponents and logarithms
All Math AI SL topics
Exam technique

Ready to practice?

Get AI-graded practice questions, mock exams, flashcards, and a personalised study plan — all aligned to your IB syllabus.

Start Studying Free

No credit card required · Cancel anytime