

This IB Math AI SL 1.7 – Amortisation and Annuities Using Technology worksheet provides a structured, real-world exploration of financial mathematics focused on compound interest, annuities, and loan repayment models. The tasks build from single-investment growth problems to recurring savings and repayment scenarios, reinforcing how technology is used to model long-term financial outcomes accurately.
Students apply exponential and annuity formulas to savings plans, pensions, loans, and mortgages, interpreting results in practical contexts such as affordability, repayment duration, and total interest paid. Amortisation tables are developed to track balances over time, strengthening students’ understanding of how interest and repayments interact across compounding periods.
With progressively challenging, exam-style questions and full worked solutions, this worksheet supports SL-level classroom instruction and independent practice, helping students develop confidence in using technology to solve authentic financial problems aligned with IB Mathematics AI assessment expectations.
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