1

knowledge

Banks and other financial institutions use depositors’ money to make loans. Part of the interest collected from the loans will be used as deposit interest.

application

Chart the role of financial institutions in directing funds from savers to borrowers. Conduct research on deposit and loan interest rates of financial institutions in your region. Display the research results on the notice board in the classroom.

2

knowledge

For depositors, an interest rate is a price at which financial institutions pay depositors for using their money, usually an annual rate.

application

Define the interest rate: a price of using other people’s funds. It is a percentage of the savings.

3

knowledge

The deposit and loan interest rates are the same as all prices, determined by the supply and demand of market.

application

Explain why banks with more lenders are likely to pay higher interest to their depositors.

4

knowledge

When interest rates rise, the return on deposits will rise accordingly, and the deposit appreciates.

application

Calculate the benefits of two security deposits with different interest rates and explain how high interest rates enable savers to achieve saving goals faster.

5

knowledge

A par value is the initial benchmark amount of fund for interest payments.

application

Distinguish between par value and interest.

6

knowledge

Compound interest means that both the par value and the interest earned can generate interest.

application

Use the “72 rule” to calculate how many years are required to double your savings. Use the compound interest formula to figure out the gap between the deposit made from age of 21 and 35 when the depositor retires.

7

knowledge

The value of savings in the future depends on the initial amount of savings and the interest rate. Under the effect of compound interest, the earlier you make deposits, the more you will accumulate in the future.

application

Predict how much savings the following two people will have when they retire: the first one deposits 2,000 yuan per year for 15 years while the second one deposits 1,000 yuan per year for 30 years. They share the same and unchangeable interest rate.

8

knowledge

People have their own reasons for savings, including big expenditures such as higher education, cars and estates, preparation for retirement and prevention of other unexpected things. People set their own saving goals and decide how much to save according to their own preferences.

application

Write a short story to compare the saving decisions of a young university graduate with a 40-year-old couple with two children.