The Complete Pure & Applied Mathematics Roadmap
A stage-by-stage study guide with concepts, formulas, prerequisites, and learning order
How to read this guide: Mathematics is a dependency graph, not a list. Each stage below unlocks the next. Skipping ahead is the single most common reason people stall. Work top-to-bottom, and only branch into Pure vs. Applied after Stage 1 is solid.
One of your stored documents — _OceanofPDF.com_Finite_Math_For_Dummies_-_Mary_Jane_Sterling — maps almost perfectly onto the Finite / Discrete-Applied module in Stage 1B and the Operations Research track in Stage 3. I've woven its exact topics and formulas into the relevant sections and flagged them with 📘.
1. The Dependency Map
┌─────────────────────────────┐
│ STAGE 0: FOUNDATIONS │
│ Algebra · Geometry · Trig │
│ Functions · Precalculus │
└──────────────┬──────────────┘
│
┌──────────────▼──────────────┐
│ STAGE 1: THE CORE TRUNK │
│ Calculus I–III │
│ Linear Algebra │
│ Proofs & Discrete Math 📘 │
│ Ordinary Diff. Equations │
└───────┬─────────────┬───────┘
│ │
┌──────────────────▼──┐ ┌──▼────────────────────┐
│ STAGE 2: PURE │ │ STAGE 3: APPLIED │
│ Real Analysis │◄─────►│ Probability & Stats │
│ Abstract Algebra │ │ Numerical Analysis │
│ Topology │ │ PDEs & Fourier │
│ Complex Analysis │ │ Optimization / LP 📘 │
│ Number Theory │ │ Dynamical Systems │
│ Measure Theory │ │ OR & Game Theory 📘 │
│ Functional Anal. │ │ Financial Math 📘 │
│ Diff. Geometry │ │ Info Theory / ML │
│ Algebraic Topology │ │ Math Modeling │
└─────────────────────┘ └───────────────────────┘
│ │
┌───────▼─────────────▼───────┐
│ STAGE 4: RESEARCH FRONTIER │
└─────────────────────────────┘
A real university prerequisite chart for the applied side (University of Arizona) looks like this:
Source: University of Arizona Math Center prerequisite flow charts
2. STAGE 0 — Foundations (Prerequisite Layer)
Goal: total fluency in symbol manipulation. You should never have to think about these — they must be automatic.
2.1 Topic Checklist
- Number systems: ℕ ⊂ ℤ ⊂ ℚ ⊂ ℝ ⊂ ℂ
- Exponents, radicals, logarithms
- Polynomial & rational expressions, factoring, partial fractions
- Equations & inequalities (linear, quadratic, absolute value, rational)
- Functions: domain, range, composition, inverses, transformations
- Analytic geometry: lines, circles, conics
- Trigonometry: unit circle, identities, equations, laws
- Sequences, series, binomial theorem
- Complex numbers & polar form
2.2 Formula Sheet — Algebra
| Concept |
Formula |
| Exponent laws |
aᵐ·aⁿ = aᵐ⁺ⁿ ; (aᵐ)ⁿ = aᵐⁿ ; a⁻ⁿ = 1/aⁿ ; a^(1/n) = ⁿ√a |
| Log laws |
log(xy) = log x + log y ; log(x/y) = log x − log y ; log(xⁿ) = n log x |
| Change of base |
log_b x = ln x / ln b |
| Quadratic formula |
x = (−b ± √(b² − 4ac)) / 2a ; discriminant Δ = b² − 4ac |
| Vieta's formulas |
x₁ + x₂ = −b/a ; x₁x₂ = c/a |
| Difference of squares |
a² − b² = (a − b)(a + b) |
| Sum/diff of cubes |
a³ ± b³ = (a ± b)(a² ∓ ab + b²) |
| Binomial theorem |
(a + b)ⁿ = Σ_{k=0}^{n} C(n,k) aⁿ⁻ᵏ bᵏ |
| Arithmetic series |
aₙ = a₁ + (n−1)d ; Sₙ = n(a₁ + aₙ)/2 |
| Geometric series |
aₙ = a₁rⁿ⁻¹ ; Sₙ = a₁(1 − rⁿ)/(1 − r) ; S∞ = a₁/(1 − r), |r| < 1 |
2.3 Formula Sheet — Geometry & Analytic Geometry
| Concept |
Formula |
| Distance |
d = √((x₂ − x₁)² + (y₂ − y₁)²) |
| Midpoint |
M = ((x₁ + x₂)/2, (y₁ + y₂)/2) |
| Slope 📘 |
m = (y₂ − y₁)/(x₂ − x₁) = Δy/Δx |
| Slope-intercept form 📘 |
y = mx + b |
| Point-slope form 📘 |
y − y₁ = m(x − x₁) |
| Standard form 📘 |
Ax + By = C → slope = −A/B, y-int = C/B, x-int = C/A |
| Parallel / perpendicular 📘 |
m₁ = m₂ / m₁·m₂ = −1 |
| Circle |
(x − h)² + (y − k)² = r² |
| Ellipse |
(x−h)²/a² + (y−k)²/b² = 1 |
| Hyperbola |
(x−h)²/a² − (y−k)²/b² = 1 |
| Parabola |
(x − h)² = 4p(y − k) |
📘 The line-equation block above is exactly Chapter 2 of your Finite Math text — "Recognizing Equations of Lines," including converting between slope-intercept and standard form, horizontal/vertical lines, and lines through the origin (_OceanofPDF.com_Finite_Math_For_Dummies_-_Mary_Jane_Sterling, pp. 19–32).
2.4 Formula Sheet — Trigonometry
| Concept |
Formula |
| Pythagorean |
sin²θ + cos²θ = 1 ; 1 + tan²θ = sec²θ ; 1 + cot²θ = csc²θ |
| Sum/difference |
sin(A±B) = sinA cosB ± cosA sinB ; cos(A±B) = cosA cosB ∓ sinA sinB |
| Double angle |
sin2θ = 2 sinθ cosθ ; cos2θ = cos²θ − sin²θ = 2cos²θ − 1 = 1 − 2sin²θ |
| Half angle |
sin²θ = (1 − cos2θ)/2 ; cos²θ = (1 + cos2θ)/2 |
| Law of sines |
a/sinA = b/sinB = c/sinC = 2R |
| Law of cosines |
c² = a² + b² − 2ab cosC |
| Euler's formula |
e^{iθ} = cosθ + i sinθ |
| De Moivre |
(cosθ + i sinθ)ⁿ = cos nθ + i sin nθ |
3. STAGE 1 — The Core Trunk
This is the non-negotiable shared foundation for both branches. Budget 12–24 months.
3.1 Calculus I — Differential Calculus
Concepts: limits, continuity, the derivative as a limit and as a rate of change, differentiation rules, implicit differentiation, related rates, extrema & optimization, curve sketching, Mean Value Theorem, linear approximation.
| Concept |
Formula |
| Derivative definition |
f′(x) = lim_{h→0} [f(x+h) − f(x)]/h |
| Power rule |
d/dx(xⁿ) = n·xⁿ⁻¹ |
| Product rule |
(uv)′ = u′v + uv′ |
| Quotient rule |
(u/v)′ = (u′v − uv′)/v² |
| Chain rule |
d/dx f(g(x)) = f′(g(x))·g′(x) |
| Exponential / log |
d/dx eˣ = eˣ ; d/dx aˣ = aˣ ln a ; d/dx ln x = 1/x |
| Trig |
(sin x)′ = cos x ; (cos x)′ = −sin x ; (tan x)′ = sec²x |
| Inverse trig |
(arcsin x)′ = 1/√(1 − x²) ; (arctan x)′ = 1/(1 + x²) |
| Mean Value Theorem |
f′(c) = [f(b) − f(a)]/(b − a) |
| L'Hôpital's rule |
lim f/g = lim f′/g′ for 0/0 or ∞/∞ |
| Linearization |
L(x) = f(a) + f′(a)(x − a) |
| Newton's method |
xₙ₊₁ = xₙ − f(xₙ)/f′(xₙ) |
3.2 Calculus II — Integral Calculus & Series
Concepts: antiderivatives, FTC, integration techniques, improper integrals, applications (area, volume, arc length, work), infinite sequences and series, power/Taylor series, polar & parametric curves.
| Concept |
Formula |
| FTC (Part 1 & 2) |
d/dx ∫ₐˣ f(t)dt = f(x) ; ∫ₐᵇ f = F(b) − F(a) |
| Power rule |
∫xⁿ dx = xⁿ⁺¹/(n+1) + C, n ≠ −1 |
| Integration by parts |
∫u dv = uv − ∫v du |
| Trig substitution |
√(a²−x²)→x=a sinθ ; √(a²+x²)→x=a tanθ ; √(x²−a²)→x=a secθ |
| Disk / washer volume |
V = π∫[R(x)² − r(x)²] dx |
| Shell volume |
V = 2π∫ x·f(x) dx |
| Arc length |
L = ∫√(1 + (f′(x))²) dx |
| Surface of revolution |
S = 2π∫ f(x)√(1 + (f′(x))²) dx |
| Geometric series |
Σ arⁿ = a/(1 − r), |r| < 1 |
| p-series |
Σ 1/nᵖ converges ⟺ p > 1 |
| Ratio test |
L = lim |aₙ₊₁/aₙ| ; converges if L < 1 |
| Taylor series |
f(x) = Σ f⁽ⁿ⁾(a)(x − a)ⁿ / n! |
| Key expansions |
eˣ = Σxⁿ/n! ; sin x = Σ(−1)ⁿx²ⁿ⁺¹/(2n+1)! ; 1/(1−x) = Σxⁿ |
3.3 Calculus III — Multivariable & Vector Calculus
| Concept |
Formula |
| Gradient |
∇f = ⟨f_x, f_y, f_z⟩ |
| Directional derivative |
D_u f = ∇f · û |
| Multivariable chain rule |
dz/dt = (∂z/∂x)(dx/dt) + (∂z/∂y)(dy/dt) |
| Second derivative test |
D = f_xx f_yy − (f_xy)² ; D>0 & f_xx>0 → min |
| Lagrange multipliers |
∇f = λ∇g subject to g = c |
| Jacobian |
dA = |∂(x,y)/∂(u,v)| du dv |
| Line integral |
∫_C F · dr = ∫ F(r(t))·r′(t) dt |
| Green's theorem |
∮_C P dx + Q dy = ∬_R (Q_x − P_y) dA |
| Stokes' theorem |
∮_C F·dr = ∬_S (∇×F)·dS |
| Divergence theorem |
∯_S F·dS = ∭_V (∇·F) dV |
3.4 Linear Algebra 📘
Concepts: systems of equations, matrices, determinants, vector spaces, linear independence, basis & dimension, linear transformations, eigen-theory, inner products, orthogonality, decompositions.
| Concept |
Formula |
| Matrix multiplication 📘 |
(AB)ᵢⱼ = Σₖ aᵢₖ bₖⱼ — not commutative |
| Transpose 📘 |
(Aᵀ)ᵢⱼ = aⱼᵢ ; (AB)ᵀ = BᵀAᵀ |
| 2×2 determinant |
det = ad − bc |
| 2×2 inverse 📘 |
A⁻¹ = (1/(ad − bc))·[[d, −b], [−c, a]] |
| Inverse property 📘 |
AA⁻¹ = A⁻¹A = I |
| Cramer's rule |
xᵢ = det(Aᵢ)/det(A) |
| Rank–nullity |
rank(A) + nullity(A) = n |
| Eigen equation |
Av = λv ; det(A − λI) = 0 |
| Diagonalization |
A = PDP⁻¹ ; Aᵏ = PDᵏP⁻¹ |
| Trace / determinant |
tr(A) = Σλᵢ ; det(A) = Πλᵢ |
| Projection |
proj_u v = (v·u/u·u)u |
| Gram–Schmidt |
uₖ = vₖ − Σ proj_{uᵢ} vₖ |
| SVD |
A = UΣVᵀ |
| Norms |
‖v‖₂ = √(Σvᵢ²) ; Cauchy–Schwarz: |u·v| ≤ ‖u‖‖v‖ |
📘 Your stored text covers the computational half of this beautifully: matrix dimension, identity matrices, addition/subtraction, scalar multiplication, transposes, row operations, row-echelon and reduced echelon form, the double-wide format for building inverses, the inverse-matrix method for solving systems, and how a row of zeros signals infinitely many solutions (pp. 65–108). Pair it with a theory text (Axler/Strang) for vector spaces and proofs.
3.5 Proofs, Logic & Discrete Mathematics 📘
This is the gateway course into Pure math. Everything after Stage 1 is proof-based.
| Concept |
Formula / Rule |
| Logical connectives 📘 |
¬p, p∧q (conjunction), p∨q (disjunction), p→q (conditional), p↔q |
| Conditional equivalence 📘 |
p → q ≡ ¬p ∨ q |
| Contrapositive 📘 |
p → q ≡ ¬q → ¬p (always equivalent) |
| Converse / Inverse 📘 |
q → p / ¬p → ¬q (not equivalent to original) |
| De Morgan's laws 📘 |
¬(p∧q) ≡ ¬p ∨ ¬q ; ¬(p∨q) ≡ ¬p ∧ ¬q |
| Quantifiers 📘 |
∀ (universal), ∃ (existential); ¬∀x P ≡ ∃x ¬P |
| Modus ponens |
[(p→q) ∧ p] → q |
| Induction |
Base case P(1) + P(k) → P(k+1) ⟹ ∀n P(n) |
| Set operations 📘 |
A∪B, A∩B, A′ (complement), A∖B, A×B |
| Cardinality 📘 |
n(A∪B) = n(A) + n(B) − n(A∩B) |
| Power set 📘 |
|P(A)| = 2ⁿ ; proper subsets = 2ⁿ − 1 |
| Set-builder notation 📘 |
E = {x | x = 2n, n ∈ W} |
| Permutations 📘 |
P(n,r) = n!/(n−r)! |
| Combinations 📘 |
C(n,r) = n!/[r!(n−r)!] |
| Multiplication principle 📘 |
total = m₁ × m₂ × … × mₖ |
| Pigeonhole |
n items in k boxes, n > k ⟹ some box has ≥ ⌈n/k⌉ |
| Inclusion–exclusion |
|A∪B∪C| = Σ|A| − Σ|A∩B| + |A∩B∩C| |
| Modular arithmetic |
a ≡ b (mod n) ⟺ n | (a − b) |
| Euler's theorem |
a^φ(n) ≡ 1 (mod n), gcd(a,n)=1 |
| Handshake lemma |
Σ deg(v) = 2|E| |
📘 The Sterling text covers sets (roster method, rule method, set-builder notation, universal/empty/subset definitions, Venn diagrams), symbolic logic (negation, conjunction, disjunction, conditionals, truth tables, quantifiers, equivalent statements, De Morgan's Laws, valid vs. invalid arguments, Euler diagrams), and even the application of logic to switching circuits via Claude Shannon (pp. 147–160, 213–227).
3.6 Ordinary Differential Equations
| Type |
Method / Formula |
| Separable |
dy/dx = g(x)h(y) → ∫dy/h(y) = ∫g(x)dx |
| Linear 1st order |
y′ + P(x)y = Q(x) ; μ = e^{∫P dx} ; y = (1/μ)∫μQ dx |
| Exact |
M dx + N dy = 0 exact ⟺ ∂M/∂y = ∂N/∂x |
| Homogeneous 2nd order |
ay″ + by′ + cy = 0 → ar² + br + c = 0 |
| Distinct real roots |
y = C₁e^{r₁x} + C₂e^{r₂x} |
| Repeated root |
y = (C₁ + C₂x)e^{rx} |
| Complex roots α ± βi |
y = e^{αx}(C₁cos βx + C₂sin βx) |
| Variation of parameters |
y_p = −y₁∫(y₂g/W) + y₂∫(y₁g/W), W = Wronskian |
| Laplace transform |
L{f} = ∫₀^∞ e^{−st}f(t)dt ; L{f′} = sF(s) − f(0) |
| Systems |
X′ = AX → X = Σ cᵢ vᵢ e^{λᵢt} |
4. STAGE 2 — The Pure Mathematics Branch
| Course |
Prerequisites |
Core Theorems You Must Know |
| Real Analysis I |
Calc I–III + Proofs |
Completeness axiom, Bolzano–Weierstrass, Heine–Borel, MVT, Riemann integrability criterion |
| Abstract Algebra I |
Proofs + Linear Algebra |
Lagrange, isomorphism theorems, Cayley, Sylow |
| Complex Analysis |
Real Analysis I |
Cauchy–Riemann, Cauchy Integral Formula, Residue Theorem, Liouville |
| Topology |
Real Analysis I |
Compactness, connectedness, Urysohn, Tychonoff |
| Number Theory |
Proofs |
CRT, Fermat's little theorem, quadratic reciprocity |
| Measure Theory |
Real Analysis I–II |
Monotone/Dominated Convergence, Fatou, Radon–Nikodym |
| Functional Analysis |
Measure + Linear Algebra |
Hahn–Banach, Open Mapping, Uniform Boundedness, Spectral Theorem |
| Differential Geometry |
Calc III + Linear Algebra |
Frenet–Serret, Theorema Egregium, Gauss–Bonnet, Stokes on manifolds |
| Algebraic Topology |
Topology + Algebra |
Van Kampen, homology, Brouwer fixed point |
| Galois Theory |
Abstract Algebra I |
Fundamental theorem of Galois theory, insolvability of the quintic |
4.1 Key Pure Formulas & Statements
| Area |
Statement |
| ε–δ continuity |
∀ε>0 ∃δ>0 : |x − a| < δ ⟹ |f(x) − f(a)| < ε |
| Cauchy sequence |
∀ε>0 ∃N : m,n > N ⟹ |aₙ − aₘ| < ε |
| Lagrange's theorem |
|G| = |H| · [G : H] |
| First isomorphism thm |
G/ker(φ) ≅ im(φ) |
| Cauchy–Riemann |
u_x = v_y , u_y = −v_x |
| Cauchy integral formula |
f(a) = (1/2πi)∮ f(z)/(z − a) dz |
| Residue theorem |
∮ f(z)dz = 2πi Σ Res(f, zₖ) |
| Euler characteristic |
χ = V − E + F |
| Gauss–Bonnet |
∬M K dA + ∮∂M kg ds = 2πχ(M) |
| Fermat's little thm |
a^p ≡ a (mod p) |
| Hölder / Minkowski |
‖fg‖₁ ≤ ‖f‖_p ‖g‖_q ; ‖f+g‖_p ≤ ‖f‖_p + ‖g‖_p |
5. STAGE 3 — The Applied Mathematics Branch
5.1 Probability 📘
| Concept |
Formula |
| Basic probability 📘 |
P(E) = favorable outcomes / total outcomes |
| Complement 📘 |
P(E′) = 1 − P(E) |
| Addition rule 📘 |
P(A∪B) = P(A) + P(B) − P(A∩B) |
| Multiplication rule 📘 |
P(A∩B) = P(A)·P(B|A) |
| Conditional |
P(A|B) = P(A∩B)/P(B) |
| Bayes' theorem |
P(A|B) = P(B|A)P(A) / Σ P(B|Aᵢ)P(Aᵢ) |
| Binomial |
P(X=k) = C(n,k)pᵏ(1−p)ⁿ⁻ᵏ ; μ = np, σ² = np(1−p) |
| Poisson |
P(X=k) = λᵏe^{−λ}/k! ; μ = σ² = λ |
| Normal |
f(x) = (1/σ√(2π))e^{−(x−μ)²/(2σ²)} |
| Exponential |
f(x) = λe^{−λx} ; μ = 1/λ |
| Expected value |
E[X] = Σ x·P(x) or ∫x f(x)dx |
| Variance |
Var(X) = E[X²] − (E[X])² |
| Covariance |
Cov(X,Y) = E[XY] − E[X]E[Y] |
| Central Limit Theorem |
X̄ ~ N(μ, σ²/n) as n → ∞ |
| Chebyshev |
P(|X − μ| ≥ kσ) ≤ 1/k² |
📘 Sterling covers counting methods, Pascal's triangle, probability trees, the Monty Hall problem, poker probabilities, and "probability of being chosen" applications (pp. 161–179).
5.2 Statistics 📘
| Concept |
Formula |
| Mean 📘 |
x̄ = Σxᵢ/n |
| Median / Mode 📘 |
middle of ordered data / most frequent value |
| Geometric mean 📘 |
GM = (x₁x₂…xₙ)^{1/n} |
| Range 📘 |
max − min |
| Variance 📘 |
s² = Σ(xᵢ − x̄)²/(n − 1) |
| Standard deviation 📘 |
s = √s² |
| z-score |
z = (x − μ)/σ |
| Confidence interval |
x̄ ± z*(σ/√n) or x ̄ ± t*(s/√n) |
| Test statistic (t) |
t = (x̄ − μ₀)/(s/√n) |
| Chi-square |
χ² = Σ(O − E)²/E |
| OLS regression |
β ̂₁ = Σ(xᵢ−x̄)(yᵢ−ȳ)/Σ(xᵢ−x̄)² ; β̂₀ = ȳ − β̂₁x̄ |
| Correlation |
r = Cov(X,Y)/(s_x s_y) ; R² = r² |
| MLE |
maximize L(θ) = Π f(xᵢ; θ) |
📘 Includes histograms, pie charts, stem-and-leaf plots, box-and-whisker plots (quartiles, range), the normal distribution, and "creating statistical statements" (pp. 195–211, 298–299).
5.3 Linear Programming & Optimization 📘
| Concept |
Formula / Rule |
| LP standard form 📘 |
Maximize z = c₁x₁ + … + cₙxₙ subject to Ax ≤ b, x ≥ 0 |
| Objective function 📘 |
the quantity being maximized or minimized |
| Feasible region 📘 |
intersection of all constraint half-planes |
| Corner point theorem 📘 |
optimum occurs at a vertex of the feasible region |
| Slack variable 📘 |
converts aᵀx ≤ b into aᵀx + s = b, s ≥ 0 |
| Simplex tableau 📘 |
pivot on the column with most negative bottom-row entry; choose row with smallest positive ratio bᵢ/aᵢⱼ |
| Duality 📘 |
min problem solved as transpose of the max tableau |
| Lagrangian |
L(x,λ) = f(x) − Σλᵢgᵢ(x) |
| KKT conditions |
∇f = Σλᵢ∇gᵢ, λᵢ ≥ 0, λᵢgᵢ = 0 |
| Gradient descent |
x_{k+1} = x_k − α∇f(x_k) |
| Newton's method (opt) |
x_{k+1} = x_k − H⁻¹∇f(x_k) |
📘 Chapters 7–8 of your text walk through graphical LP, three-dimensional LP, the simplex method (George Dantzig), maximization steps, minimization format via transposes, and pivoting (pp. 109–144).
5.4 Markov Chains 📘
| Concept |
Formula |
| Transition matrix 📘 |
P where pᵢⱼ = P(state j next | state i now); rows sum to 1 |
| n-step distribution 📘 |
v⁽ⁿ⁾ = v⁽⁰⁾Pⁿ |
| Steady state / equilibrium 📘 |
solve πP = π with Σπᵢ = 1 |
| Regular chain |
Pⁿ has all positive entries for some n |
| Absorbing chain |
Fundamental matrix N = (I − Q)⁻¹ |
📘 Covered as transition charts, trees, diagrams, probability vectors, long-term predictions, and the Ehrenfest model (pp. 231–247).
5.5 Game Theory 📘
| Concept |
Formula |
| Payoff matrix 📘 |
rows = Player 1 strategies, columns = Player 2 |
| Saddle point 📘 |
entry that is row min and column max → value of a strict-determined game |
| Dominated strategy 📘 |
a row/column always worse → delete it |
| Fair game 📘 |
value of the game = 0 |
| Mixed strategy (2×2) 📘 |
p = (d − c)/(a − b − c + d) ; expected value E = (ad − bc)/(a + d − b − c) |
| Nash equilibrium |
no player can improve by unilateral deviation |
| Minimax theorem |
max_min = min_max for zero-sum games |
📘 Applications in your text: Battle of the Bismarck Sea, The Prisoner's Dilemma, The Game of Chicken, The Traveler's Dilemma, Blotto's Rules, and traffic-flow modeling (pp. 251–278).
5.6 Financial Mathematics 📘
| Concept |
Formula |
| Simple interest 📘 |
I = Prt ; A = P(1 + rt) |
| Compound interest 📘 |
A = P(1 + r/n)^{nt} |
| Continuous compounding 📘 |
A = Pe^{rt} |
| Effective rate 📘 |
r_eff = (1 + r/n)ⁿ − 1 |
| Present value 📘 |
PV = A/(1 + r/n)^{nt} |
| Future value of annuity 📘 |
FV = PMT·[((1 + i)ⁿ − 1)/i] |
| Present value of annuity 📘 |
PV = PMT·[(1 − (1 + i)⁻ⁿ)/i] |
| Amortization payment 📘 |
PMT = P·i/(1 − (1 + i)⁻ⁿ) |
| Rule of 72 📘 |
doubling time ≈ 72 / interest rate (%) |
| Inflation-adjusted return 📘 |
((1 + nominal)/(1 + inflation)) − 1 |
| Black–Scholes |
C = S₀N(d₁) − Ke^{−rT}N(d₂) |
5.7 Numerical Analysis
| Method |
Formula |
| Bisection |
error ≤ (b − a)/2ⁿ |
| Newton–Raphson |
xₙ₊₁ = xₙ − f(xₙ)/f′(xₙ), quadratic convergence |
| Secant |
xₙ₊₁ = xₙ − f(xₙ)(xₙ − xₙ₋₁)/(f(xₙ) − f(xₙ₋₁)) |
| Lagrange interpolation |
P(x) = Σ yᵢ Π_{j≠i}(x − xⱼ)/(xᵢ − xⱼ) |
| Trapezoidal rule |
∫ ≈ (h/2)[f₀ + 2f₁ + … + 2f_{n−1} + fₙ] |
| Simpson's rule |
∫ ≈ (h/3)[f₀ + 4f₁ + 2f₂ + … + fₙ] |
| Euler's method |
y_{n+1} = yₙ + h·f(xₙ, yₙ) |
| RK4 |
y_{n+1} = yₙ + (h/6)(k₁ + 2k₂ + 2k₃ + k₄) |
| Condition number |
κ(A) = ‖A‖·‖A⁻¹‖ |
5.8 PDEs, Fourier & Transforms
| Concept |
Formula |
| Heat equation |
u_t = α²u_xx |
| Wave equation |
u_tt = c²u_xx |
| Laplace equation |
u_xx + u_yy = 0 |
| Classification |
B² − 4AC: <0 elliptic, =0 parabolic, >0 hyperbolic |
| Fourier series |
f(x) = a₀/2 + Σ(aₙcos(nπx/L) + bₙsin(nπx/L)) |
| Fourier coefficients |
aₙ = (1/L)∫f cos(nπx/L)dx ; bₙ = (1/L)∫f sin(nπx/L)dx |
| Fourier transform |
F(ω) = ∫f(t)e^{−iωt}dt |
| Parseval |
∫|f|²dt = (1/2π)∫|F(ω)|²dω |
5.9 Dynamical Systems, Information Theory & ML Math
| Concept |
Formula |
| Fixed point stability |
x* stable if |f′(x*)| < 1 (discrete) or Re(λ) < 0 (continuous) |
| Jacobian linearization |
J = [∂fᵢ/∂xⱼ] evaluated at x* |
| Lyapunov exponent |
λ = lim (1/n)Σ ln|f′(xᵢ)| |
| Logistic map |
x_{n+1} = rxₙ(1 − xₙ) |
| Shannon entropy |
H(X) = −Σ p(x) log₂ p(x) |
| Mutual information |
I(X;Y) = H(X) − H(X|Y) |
| Channel capacity |
C = B log₂(1 + S/N) |
| Cross-entropy loss |
L = −Σ yᵢ log ŷᵢ |
| Backpropagation |
∂L/∂w = (∂L/∂a)(∂a/∂z)(∂z/∂w) — chain rule |
6. Suggested Learning Order & Timelines
| Track |
Duration |
Sequence |
| Fast self-study (applied) |
12–18 mo |
Precalc → Calc I–II → Linear Algebra → Probability → Statistics → Numerical Methods → Optimization |
| Standard undergraduate |
3–4 yrs |
Calc I–III → Lin Alg + Proofs → ODEs → Analysis + Algebra → electives → capstone |
| Pure-math-focused |
3–5 yrs |
Calc I–III → Proofs → Lin Alg → Real Analysis I–II → Abstract Algebra I–II → Topology → Complex → Measure → Functional |
| Finite / business math 📘 |
1 semester |
Lines → Systems → Matrices → Linear Programming → Sets & Logic → Counting → Probability → Statistics → Finance → Markov → Game Theory |
Milestone Checklist
- I can differentiate and integrate any standard function without a table
- I can row-reduce a 4×4 system and interpret a row of zeros correctly 📘
- I can write a correct ε–δ proof from scratch
- I can prove a statement by induction, contradiction, and contraposition
- I can compute eigenvalues/eigenvectors and diagonalize by hand
- I can set up and solve an LP graphically and by simplex 📘
- I can derive Bayes' theorem and apply it to a real inference problem
- I can classify and solve the heat, wave, and Laplace equations
- I can state and use the three big convergence theorems of measure theory
- I can implement Newton's method and RK4 in code
7. Canonical Book List
| Stage |
Pure |
Applied |
| 0 |
Lang, Basic Mathematics |
Sterling, Finite Math For Dummies 📘 |
| 1 |
Spivak, Calculus; Axler, Linear Algebra Done Right; Velleman, How to Prove It |
Stewart, Calculus; Strang, Linear Algebra; Boyce & DiPrima, ODEs |
| 2 |
Rudin, Principles of Mathematical Analysis; Dummit & Foote, Abstract Algebra; Munkres, Topology; Ahlfors, Complex Analysis; Folland, Real Analysis; do Carmo, Differential Geometry; Hatcher, Algebraic Topology |
— |
| 3 |
— |
Ross, A First Course in Probability; Casella & Berger, Statistical Inference; Burden & Faires, Numerical Analysis; Boyd & Vandenberghe, Convex Optimization; Strogatz, Nonlinear Dynamics and Chaos; Cover & Thomas, Information Theory |
Free online: MIT OpenCourseWare (18.01–18.100+), Khan Academy (Stage 0–1), 3Blue1Brown (intuition for calculus/linear algebra), Paul's Online Math Notes (Stages 0–1 + ODEs).
8. How to Actually Study Mathematics
- Read with a pen. Reproduce every derivation yourself before continuing.
- 80/20 rule: problems over reading. Aim for 3–5 problems per page of theory.
- Prove, don't memorize. Every formula in this guide should eventually be derivable by you. Memorized formulas decay; derived ones don't.
- Spaced repetition for statements. Flashcard the statements of theorems and definitions — not the proofs.
- Pólya's four steps: understand → devise a plan → execute → look back.
- Write summaries. After each chapter, write one page of the key definitions, theorems, and formulas in your own words.
- Code it. Implementing Newton's method, RK4, or Gaussian elimination reveals gaps that reading never does.
9. Source Notes
- From your knowledge base: All items marked 📘 draw directly from _OceanofPDF.com_Finite_Math_For_Dummies_-_Mary_Jane_Sterling — specifically its coverage of linear functions, systems of equations & inequalities, matrices and row operations, linear programming and the simplex method, sets & Venn diagrams, symbolic logic, counting and probability, financial mathematics, statistics, Markov chains, and game theory. View source PDF
- From the web: University of Arizona applied math prerequisite flow chart · Cambridge AS Level Pure Maths revision guide · A-Level Pure Mathematics curriculum overview
Tap the card below to keep this roadmap as a note in your knowledge base.
Want me to go deeper on any single stage — for example, a full week-by-week Real Analysis study plan, or an expanded formula sheet for one branch?