IB HL

Complex Numbers

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Category 1: Cartesian Form, Arithmetic & the Argand Diagram

Every complex number has the form z=a+biz = a + bi where a=Re(z)a = \text{Re}(z) is the real part and b=Im(z)b = \text{Im}(z) is the imaginary part. The key rule is i2=1i^2 = -1. The Argand diagram is a 2D plane where the horizontal axis is the real axis and the vertical axis is the imaginary axis — every complex number corresponds to one unique point. Arithmetic follows ordinary algebra, substituting i2=1i^2 = -1 wherever it appears.

Formula booklet entries for this section: Modulus z=a2+b2\vert z\vert = \sqrt{a^2+b^2} (memorise), conjugate z=abiz^* = a-bi (memorise), zz=z2z \cdot z^* = \vert z\vert^2 (memorise).

1.1 The Argand Diagram

Structure of the Argand Diagram

Re(z) Im(z) -2 -1 1 2 3 1 2 3 4 5 -1 -2 z = −1 + 5i z = 3 − 2i

Every complex number $z = a + bi$ maps to point $(a, b)$ on the Argand diagram. Dashed lines show the real and imaginary components.

  • z=a+biz = a + bi is plotted at the point (a,b)(a, b)
  • Re(z)=a\text{Re}(z) = a gives the horizontal axis position
  • Im(z)=b\text{Im}(z) = b gives the vertical axis position

Review Set 14A — Q1

On an Argand diagram, illustrate the complex numbers: (a) 32i3 - 2i (b) 1+5i-1 + 5i

Answer:

  • 32i3 - 2i \rightarrow plot at (3,2)(3, -2): 3 right, 2 down [Quadrant 4]
  • 1+5i-1 + 5i \rightarrow plot at (1,5)(-1, 5): 1 left, 5 up [Quadrant 2]

1.2 Modulus and Argument

The modulus z|z| is the distance from the origin to point zz (Pythagoras). The argument arg(z)\arg(z) is the angle from the positive real axis to the line OzOz, measured counter-clockwise. The principal argument is always in (π,π](-\pi, \pi]. You must sketch the point first — this reveals the quadrant, which determines which formula to apply.

Angle Convention — Counter-Clockwise from Positive Real Axis

Re Im 0 z θ Q1: θ > 0 Q2: θ > 0 Q3: θ < 0 Q4: θ < 0 θ = 0 θ = π/2 θ = ±π θ = -π/2 ↺ Positive direction = counter-clockwise

Angles are always measured counter-clockwise from the positive real axis. Clockwise angles are negative.

  • Counter-clockwise from the positive real axis = positive angle
  • Clockwise from the positive real axis = negative angle
  • The principal argument is always in the range (π,π](-\pi, \pi]
  • Q1 and Q2 give positive arguments; Q3 and Q4 give negative arguments

Modulus and Argument — formulas

z=a2+b2[Pythagoras — always positive]|z| = \sqrt{a^2 + b^2} \qquad \text{[Pythagoras — always positive]}

arg(z)\arg(z) — FIRST sketch the point to find its quadrant, THEN apply:

Quadrant / PositionConditionFormulaResult range
Q1a>0,b>0a > 0, b > 0arg=arctan ⁣(ba)\arg = \arctan\!\left(\frac{b}{a}\right)(0,π2)(0, \frac{\pi}{2})
Q2a<0,b>0a < 0, b > 0$\arg = \pi - \arctan!\left(\frac{b
Q3a<0,b<0a < 0, b < 0$\arg = -\pi + \arctan!\left(\frac{b
Q4a>0,b<0a > 0, b < 0$\arg = -\arctan!\left(\frac{b
+Re+\text{Re} axisb=0,a>0b = 0, a > 0arg=0\arg = 0
Re-\text{Re} axisb=0,a<0b = 0, a < 0arg=π\arg = \pi
+Im+\text{Im} axisa=0,b>0a = 0, b > 0arg=π2\arg = \frac{\pi}{2}
Im-\text{Im} axisa=0,b<0a = 0, b < 0arg=π2\arg = -\frac{\pi}{2}

Quadrant map — which formula to use for arg(z)\arg(z)

Re Im Quadrant 2 a < 0, b > 0 arg = π − arctan(|b/a|) result in (π/2, π) Quadrant 1 a > 0, b > 0 arg = arctan(b/a) result in (0, π/2) Quadrant 3 a < 0, b < 0 arg = −π + arctan(|b/a|) result in (−π, −π/2) Quadrant 4 a > 0, b < 0 arg = −arctan(|b/a|) result in (−π/2, 0)

Sketch the point first to identify the quadrant, then apply the corresponding formula. The reference angle is always arctan(|b/a|), then shift by the quadrant rule.

Key Steps:

  1. Calculate ba\left|\frac{b}{a}\right| — the ratio of absolute values
  2. Take arctan\arctan of that ratio — this is the reference angle (always positive)
  3. Apply the sign/shift above based on which quadrant your point is in

Review Set 14A — Q3

Find z|z| and argz\arg z for: (a) 5+2i5+2i (b) 5+2i-5+2i (c) 52i-5-2i (d) 25i-2-5i

Worked Solution — Modulus and argument, four cases

All four share the same modulus: z=52+22=25+4=29|z| = \sqrt{5^2 + 2^2} = \sqrt{25 + 4} = \sqrt{29}

Step a: z=5+2iz = 5+2i \rightarrow Q1 arg=arctan ⁣(25)0.381\rightarrow \arg = \arctan\!\left(\frac{2}{5}\right) \approx 0.381 rad (positive real, positive imag)

Step b: z=5+2iz = -5+2i \rightarrow Q2 arg=πarctan ⁣(25)2.761\rightarrow \arg = \pi - \arctan\!\left(\frac{2}{5}\right) \approx 2.761 rad (negative real, positive imag)

Step c: z=52iz = -5-2i \rightarrow Q3 arg=π+arctan ⁣(25)2.761\rightarrow \arg = -\pi + \arctan\!\left(\frac{2}{5}\right) \approx -2.761 rad (negative real, negative imag)

Step d: z=25iz = -2-5i \rightarrow Q3 arg=π+arctan ⁣(52)1.951\rightarrow \arg = -\pi + \arctan\!\left(\frac{5}{2}\right) \approx -1.951 rad (note b/a=5/2|b/a| = 5/2, not 2/52/5)

Never just type arctan(b/a)\arctan(b/a) into your calculator without sketching first. For 5+2i-5+2i, the calculator gives a negative angle — but the argument is positive because the point is in Q2. The sketch takes 5 seconds and saves the mark.

1.3 Arithmetic — Addition, Multiplication, Division

Rules for complex arithmetic

Let z=a+biz = a + bi and w=c+diw = c + di.

OperationFormula
Additionz+w=(a+c)+(b+d)iz + w = (a+c) + (b+d)i
Subtractionzw=(ac)+(bd)iz - w = (a-c) + (b-d)i
Multiplicationzw=(acbd)+(ad+bc)iz \cdot w = (ac - bd) + (ad + bc)i [expand brackets, use i2=1i^2 = -1]
Division$\frac{z}{w} = \frac{z \cdot w^*}{

Conjugate: z=abiz^* = a - bi [flip sign of imaginary part ONLY]

  • z+z=2az + z^* = 2a (purely real)
  • zz=2biz - z^* = 2bi (purely imaginary)
  • zz=a2+b2=z2z \cdot z^* = a^2 + b^2 = |z|^2 (real, 0\geq 0)

Powers of ii (cycle of 4): i1=ii^1 = i, i2=1i^2 = -1, i3=ii^3 = -i, i4=1i^4 = 1, i5=ii^5 = i, …

To find ini^n: divide nn by 4, use the remainder: r=01r=0 \rightarrow 1, r=1ir=1 \rightarrow i, r=21r=2 \rightarrow -1, r=3ir=3 \rightarrow -i

Review Set 14A — Q2

z=3+2iz = 3+2i, w=2+iw = -2+i. Find: (a) z+wz+w (b) 2zw2z-w (c) zz^* (d) 3wz3w^*-z^*

Worked Solution — Arithmetic with two complex numbers

Step a: z+w=(32)+(2+1)i=1+3iz + w = (3-2) + (2+1)i = 1 + 3i (add real parts; add imag parts)

Step b: 2zw=(6+4i)(2+i)=8+3i2z - w = (6+4i) - (-2+i) = 8 + 3i (expand 2z=6+4i2z = 6+4i, then subtract)

Step c: z=32iz^* = 3 - 2i (flip sign of imaginary part only)

Step d: w=2i3w=63iw^* = -2 - i \rightarrow 3w^* = -6 - 3i (conjugate flips +i+i to i-i)

3wz=(63i)(32i)=9i3w^* - z^* = (-6-3i) - (3-2i) = -9 - i (subtract term by term)

Review Set 14A — Q4

Given z=5|z| = 5, find: (a) 5i|5i| (b) 4z|-4z^*| (c) (3+i)z|(3+i)z| (d) i/z|i/z| (e) 3/z|3/z| (f) (3+6i)/z|(3+6i)/z|

Worked Solution — Modulus algebra (rules: zw=zw|zw|=|z||w|, z/w=z/w|z/w|=|z|/|w|, z=z|z^*|=|z|)

Core rules: zw=zw|z \cdot w| = |z| \cdot |w|, z/w=z/w|z/w| = |z|/|w|, z=z|z^*| = |z|, i=1|i| = 1

Step a: 5i=5i=51=5|5i| = 5 \cdot |i| = 5 \cdot 1 = 5 (5=5|5|=5, i=1|i|=1)

Step b: 4z=4z=45=20|-4z^*| = 4 \cdot |z^*| = 4 \cdot 5 = 20 (4=4|-4|=4, z=z=5|z^*|=|z|=5)

Step c: (3+i)z=3+iz=105=510|(3+i)z| = |3+i| \cdot |z| = \sqrt{10} \cdot 5 = 5\sqrt{10} (3+i=9+1=10|3+i|=\sqrt{9+1}=\sqrt{10})

Step d: i/z=1/5|i/z| = 1/5 (i=1|i|=1, z=5|z|=5)

Step e: 3/z=3/5|3/z| = 3/5

Step f: (3+6i)/z=45/5=355|(3+6i)/z| = \sqrt{45}/5 = \frac{3\sqrt{5}}{5} (3+6i=9+36=45=35|3+6i|=\sqrt{9+36}=\sqrt{45}=3\sqrt{5})

Review Set 14A — Q13

z=4+iz = 4+i, w=23iw = 2-3i. Find: (a) 2wiz2w^*-iz (b) wz|w-z^*| (c) z100|z^{100}| (d) arg(wz)\arg(w-z)

Worked Solution — Mixed operations including high power

z=4+iz = 4+i, w=23iw = 2-3i, z=4iz^* = 4-i, w=2+3iw^* = 2+3i

Step a:

iz=i(4+i)=4i+i2=1+4iiz = i(4+i) = 4i + i^2 = -1+4i (multiply out, i2=1i^2=-1)

2w=2(2+3i)=4+6i2w^* = 2(2+3i) = 4+6i

2wiz=(4+6i)(1+4i)=5+2i2w^*-iz = (4+6i)-(-1+4i) = 5+2i (subtract)

Step b:

wz=(23i)(4i)=22iw-z^* = (2-3i)-(4-i) = -2-2i

wz=4+4=8=22|w-z^*| = \sqrt{4+4} = \sqrt{8} = 2\sqrt{2} (Pythagoras)

Step c:

z100=z100=(17)100=1750|z^{100}| = |z|^{100} = (\sqrt{17})^{100} = 17^{50} (z=16+1=17|z|=\sqrt{16+1}=\sqrt{17})

Step d:

wz=24iw-z = -2-4i \rightarrow Q3

arg(wz)=π+arctan ⁣(42)=π+arctan(2)2.034\arg(w-z) = -\pi + \arctan\!\left(\frac{4}{2}\right) = -\pi + \arctan(2) \approx -2.034 rad (Q3 formula)

Key modulus facts: z=z|z^*|=|z|, iz=z|iz|=|z|, z=z|-z|=|z|. All follow from zw=zw|z \cdot w|=|z||w| because i=1=1|i|=|-1|=1.

Category 2: Polar & Exponential Form

Any complex number can be written as z=r(cosθ+isinθ)=rcisθz = r(\cos\theta + i\sin\theta) = r\,\text{cis}\,\theta (polar form) or z=reiθz = re^{i\theta} (Euler/exponential form), where r=zr = |z| and θ=arg(z)\theta = \arg(z). These forms make multiplication, division, and powers elegant: multiply moduli, add arguments. Converting accurately between Cartesian and polar — especially getting the quadrant right — is one of the highest-value skills in the entire topic.

Formula booklet entries for this section: Polar form z=rcisθz = r\,\text{cis}\,\theta (given), Euler form z=reiθz = re^{i\theta} (given), polar multiplication/division (given).

2.1 Converting Between Forms

All three forms and conversion rules

z=a+bi=r(cosθ+isinθ)=rcisθ=reiθz = a + bi = r(\cos\theta + i\sin\theta) = r\,\text{cis}\,\theta = r \cdot e^{i\theta}

DirectionFormulas
Cartesian \rightarrow Polarr=a2+b2r = \sqrt{a^2+b^2}, θ=arg(z)\theta = \arg(z) [use quadrant rules from Cat 1]
Polar \rightarrow Cartesiana=rcosθa = r\cos\theta, b=rsinθb = r\sin\theta

Key polar operations:

OperationFormulaRule
Multiplyz1z2=r1r2ei(θ1+θ2)z_1 \cdot z_2 = r_1 r_2 \cdot e^{i(\theta_1+\theta_2)}moduli MULTIPLY, arguments ADD
Dividez1z2=r1r2ei(θ1θ2)\frac{z_1}{z_2} = \frac{r_1}{r_2} \cdot e^{i(\theta_1-\theta_2)}moduli DIVIDE, arguments SUBTRACT
Powerzn=rneinθz^n = r^n \cdot e^{in\theta}modulus to power nn, argument ×n\times n
Conjugatez=reiθz^* = r \cdot e^{-i\theta}same modulus, NEGATE argument

Geometric meaning of multiplication by reiφr \cdot e^{i\varphi}:

  • ROTATE by angle φ\varphi AND SCALE distance from origin by factor rr
  • Multiply by i=eiπ/2i = e^{i\pi/2}: rotate 90°90° anticlockwise, no scaling

The triangle connecting Cartesian and polar

Re Im z = a + bi = r·e^(iθ) a = r·cosθ b = r·sinθ r θ a b

The right triangle links Cartesian and polar forms. Hypotenuse $r = \sqrt{a^2+b^2}$; the angle $\theta$ is the argument measured from the positive real axis.

Conversion steps (Cartesian to Polar):

  1. Draw the point (a,b)(a, b) — identify the quadrant
  2. Compute r=a2+b2r = \sqrt{a^2+b^2}
  3. Compute reference angle =arctan ⁣(ba)= \arctan\!\left(\frac{|b|}{|a|}\right)
  4. Adjust sign/shift for the quadrant (see Category 1)
  5. Write z=reiθz = r \cdot e^{i\theta} or z=rcisθz = r\,\text{cis}\,\theta

Worked Conversion: 1+i3-1 + i\sqrt{3} \rightarrow Polar

Step 1: a=1a = -1, b=3b = \sqrt{3} \rightarrow sketch shows Q2 (a<0a < 0, b>0b > 0) — identify quadrant

Step 2: r=(1)2+(3)2=1+3=4=2r = \sqrt{(-1)^2 + (\sqrt{3})^2} = \sqrt{1+3} = \sqrt{4} = 2 — modulus by Pythagoras

Step 3: Reference angle =arctan ⁣(31)=arctan(3)=π3= \arctan\!\left(\frac{\sqrt{3}}{1}\right) = \arctan(\sqrt{3}) = \frac{\pi}{3} — arctan of b/a|b/a|

Step 4: Q2 formula: arg=ππ3=2π3\arg = \pi - \frac{\pi}{3} = \frac{2\pi}{3} — apply quadrant shift

Step 5: Answer: z=2ei2π/3=2 ⁣(cos2π3+isin2π3)z = 2 \cdot e^{i \cdot 2\pi/3} = 2\!\left(\cos\frac{2\pi}{3} + i\sin\frac{2\pi}{3}\right) — write polar form

Review Set 14A — Q11

Write 1+i3-1+i\sqrt{3} in polar form. Hence find all values of nn for which (1+i3)n(-1+i\sqrt{3})^n is real.

Worked Solution — Polar form then condition for real power

Polar form (from conversion above): z=2ei2π/3z = 2 \cdot e^{i \cdot 2\pi/3}

Step 1: zn=2nein2π/3=2n ⁣(cos2πn3+isin2πn3)z^n = 2^n \cdot e^{i \cdot n \cdot 2\pi/3} = 2^n\!\left(\cos\frac{2\pi n}{3} + i\sin\frac{2\pi n}{3}\right) — de Moivre

Step 2: For znz^n to be REAL: imaginary part =0= 0, so sin ⁣(2πn3)=0\sin\!\left(\frac{2\pi n}{3}\right) = 0 — condition for real

Step 3: sin(kπ)=0\sin(k\pi) = 0 for any integer kk, so 2πn3=kπn=3k2\frac{2\pi n}{3} = k\pi \rightarrow n = \frac{3k}{2} — solve for nn

Step 4: For INTEGER nn: 3k2\frac{3k}{2} is integer only when kk is even (k=2mk = 2m)

Step 5: n=3mn = 3m for integer mm. Answer: nn is any multiple of 3

Review Set 14A — Q15

Write 223i2-2\sqrt{3}\,i in polar form. Hence find all values of nn for which (223i)n(2-2\sqrt{3}\,i)^n is purely imaginary.

Worked Solution — Polar form then condition for purely imaginary

Step 1: r=4+12=16=4r = \sqrt{4 + 12} = \sqrt{16} = 4. Point (2,23)(2, -2\sqrt{3}) is Q4.

Step 2: arg=arctan ⁣(232)=arctan(3)=π3\arg = -\arctan\!\left(\frac{2\sqrt{3}}{2}\right) = -\arctan(\sqrt{3}) = -\frac{\pi}{3} (Q4: negate arctan)

Step 3: Polar: z=4eiπ/3=4cis ⁣(π3)z = 4 \cdot e^{-i\pi/3} = 4\,\text{cis}\!\left(-\frac{\pi}{3}\right)

Step 4: zn=4ncis ⁣(nπ3)z^n = 4^n \cdot \text{cis}\!\left(-\frac{n\pi}{3}\right). For purely imaginary: Re(zn)=0\text{Re}(z^n) = 0 — condition

Step 5: cos ⁣(nπ3)=0nπ3=π2+kπn=32+3k\cos\!\left(-\frac{n\pi}{3}\right) = 0 \rightarrow \frac{n\pi}{3} = \frac{\pi}{2} + k\pi \rightarrow n = \frac{3}{2} + 3k — solve

Step 6: Not an integer for any kk. Check period: arguments cycle every 6 steps.

Step 7: n=1n=1: 4cis(π/3)4\,\text{cis}(-\pi/3), n=2n=2: 16cis(2π/3)16\,\text{cis}(-2\pi/3), n=3n=3: 64cis(π)=6464\,\text{cis}(-\pi) = -64 [real, not imag] — direct check

Step 8: No positive integer nn gives a purely imaginary result for this zz.

Review Set 14A — Q17

z=4cisθz = 4\,\text{cis}\,\theta. Find the modulus and argument of: (a) z3z^3 (b) 1/z1/z (c) izniz^n

Worked Solution — Polar operations on z=4cisθz = 4\,\text{cis}\,\theta

Given: z=4|z| = 4, arg(z)=θ\arg(z) = \theta. Apply polar rules:

Step a: z3z^3: z3=43=64|z^3| = 4^3 = 64, arg(z3)=3θ\arg(z^3) = 3\theta (modulus cubed, arg tripled)

Step b: 1/z1/z: 1/z=1/4|1/z| = 1/4, arg(1/z)=θ\arg(1/z) = -\theta (negate argument for reciprocal)

Step c: izniz^n: i=1|i| = 1, arg(i)=π/2\arg(i) = \pi/2

izn=14n=4n|iz^n| = 1 \cdot 4^n = 4^n, arg(izn)=π2+nθ\arg(iz^n) = \frac{\pi}{2} + n\theta (add arguments)

Review Set 14A — Q19/20

Use polar form to show 1/z=1/z|1/z| = 1/|z| and arg(1/z)=argz\arg(1/z) = -\arg z. Write 1+i1+i in polar form.

Worked Solution — Polar proof and conversion

Step 1: Let z=reiθz = r \cdot e^{i\theta}. Then 1/z=(1/r)eiθ1/z = (1/r) \cdot e^{-i\theta} — reciprocal in polar

Step 2: 1/z=1/r=1/z|1/z| = 1/r = 1/|z| ✓ — modulus of (1/r)eiθ(1/r)e^{-i\theta} is 1/r1/r

Step 3: arg(1/z)=θ=arg(z)\arg(1/z) = -\theta = -\arg(z) ✓ — argument is θ-\theta

Step 4: 1+i1+i: r=2r = \sqrt{2}, Q1: arg=arctan(1/1)=π/4\arg = \arctan(1/1) = \pi/4 — conversion

Step 5: 1+i=2eiπ/4=2cis ⁣(π4)1+i = \sqrt{2} \cdot e^{i\pi/4} = \sqrt{2}\,\text{cis}\!\left(\frac{\pi}{4}\right) — polar form

Verify any polar conversion by substituting back: if z=rcisθz = r\,\text{cis}\,\theta, then rcosθr\cos\theta should give aa and rsinθr\sin\theta should give bb. A 10-second check catches errors before they lose marks.

Watch: Complex Numbers — Fundamentals and Polar Form

Khan Academy · 10 min · Introduction to imaginary and complex numbers — what they are and how arithmetic works

Khan Academy · 12 min · Polar form, De Moivre's theorem, and dividing complex numbers in polar representation

Category 3: De Moivre’s Theorem & Powers

De Moivre’s theorem states (rcisθ)n=rncis(nθ)(r\,\text{cis}\,\theta)^n = r^n\,\text{cis}(n\theta). It works for all integer nn (and rational nn for roots). It has two key uses: (1) computing high powers of complex numbers quickly, and (2) proving trigonometric identities by expanding (cosθ+isinθ)n(\cos\theta + i\sin\theta)^n in two ways. The z+1/zz + 1/z technique — letting z=eiθz = e^{i\theta} on the unit circle — is the standard approach for expressing cosnθ\cos^n\theta or sinnθ\sin^n\theta in terms of multiple angles, enabling powerful integrations.

Formula booklet entries for this section: De Moivre’s theorem (rcisθ)n=rncis(nθ)(r\,\text{cis}\,\theta)^n = r^n\,\text{cis}(n\theta) (given), z+1/z=2cosθz + 1/z = 2\cos\theta (memorise).

3.1 De Moivre’s Theorem — Statement and Direct Use

De Moivre’s Theorem — all three equivalent forms

(rcisθ)n=rncis(nθ)for nZ (and nQ for roots)(r\,\text{cis}\,\theta)^n = r^n\,\text{cis}(n\theta) \qquad \text{for } n \in \mathbb{Z} \text{ (and } n \in \mathbb{Q} \text{ for roots)}

(cosθ+isinθ)n=cos(nθ)+isin(nθ)[special case: r=1](\cos\theta + i\sin\theta)^n = \cos(n\theta) + i\sin(n\theta) \qquad \text{[special case: } r = 1\text{]}

(reiθ)n=rneinθ[Euler form](r \cdot e^{i\theta})^n = r^n \cdot e^{in\theta} \qquad \text{[Euler form]}

What de Moivre does geometrically:

  • Raise to power nn \rightarrow scale modulus from rr to rnr^n, multiply argument by nn
  • zn=zn|z^n| = |z|^n and arg(zn)=narg(z)\arg(z^n) = n \cdot \arg(z) [adjust to (π,π](-\pi, \pi] if needed]

Review Set 14A — Q6

If (x+iy)n=X+Yi(x+iy)^n = X+Yi where nn is a positive integer, show that X2+Y2=(x2+y2)nX^2+Y^2 = (x^2+y^2)^n.

Worked Solution — De Moivre modulus proof

Step 1: Write z=x+iyz = x+iy in polar form: z=reiθz = r \cdot e^{i\theta} where r=x2+y2r = \sqrt{x^2+y^2} — convert to polar

Step 2: By de Moivre: zn=rneinθ=X+Yiz^n = r^n \cdot e^{in\theta} = X + Yi — apply theorem

Step 3: Read off Cartesian parts: X=rncos(nθ)X = r^n\cos(n\theta), Y=rnsin(nθ)Y = r^n\sin(n\theta) — real and imag parts

Step 4: X2+Y2=r2ncos2(nθ)+r2nsin2(nθ)=r2n(cos2(nθ)+sin2(nθ))X^2 + Y^2 = r^{2n}\cos^2(n\theta) + r^{2n}\sin^2(n\theta) = r^{2n}(\cos^2(n\theta) + \sin^2(n\theta)) — sum of squares

Step 5: =r2n1=r2n=(x2+y2)2n=(x2+y2)n= r^{2n} \cdot 1 = r^{2n} = \left(\sqrt{x^2+y^2}\right)^{2n} = (x^2+y^2)^n ✓ — substitute rr, done

Review Set 14A — Q10

z=4cisθz = 4\,\text{cis}\,\theta. Find modulus and argument of: (a) (2z)1(2z)^{-1} (b) 1z1-z

Worked Solution — Combined polar operations

Step a: (2z)1(2z)^{-1}: 2z=24=8|2z| = 2 \cdot 4 = 8, arg(2z)=θ\arg(2z) = \theta (×2\times 2 is real, adds 0 to arg)

(2z)1=18|(2z)^{-1}| = \frac{1}{8}, arg((2z)1)=θ\arg((2z)^{-1}) = -\theta — negate argument for reciprocal

Step b: z=4cosθ+4isinθz = 4\cos\theta + 4i\sin\theta, 1z=(14cosθ)4isinθ1 - z = (1 - 4\cos\theta) - 4i\sin\theta — convert to Cartesian then subtract

1z=(14cosθ)2+16sin2θ|1-z| = \sqrt{(1-4\cos\theta)^2 + 16\sin^2\theta} — Pythagoras

arg(1z)=arctan ⁣(4sinθ14cosθ)\arg(1-z) = \arctan\!\left(\frac{-4\sin\theta}{1-4\cos\theta}\right) [use correct quadrant] — argument

3.2 Trig Identities — The z+1/zz + 1/z Technique

Let z=eiθz = e^{i\theta} (unit circle). Then z+1/z=2cosθz + 1/z = 2\cos\theta and z1/z=2isinθz - 1/z = 2i\sin\theta. Raising these to powers and expanding with the binomial theorem gives identities for cosnθ\cos^n\theta and sinnθ\sin^n\theta as combinations of cos(kθ)\cos(k\theta) — essential for integration and proof questions.

The z+1/zz + 1/z technique — key identities

Let z=eiθz = e^{i\theta}, so z=cosθ+isinθz = \cos\theta + i\sin\theta and z=1|z| = 1.

z+z1=2cosθ[de Moivre n=1 and n=1, add]z + z^{-1} = 2\cos\theta \qquad \text{[de Moivre } n=1 \text{ and } n=-1\text{, add]}

zz1=2isinθ[de Moivre n=1 and n=1, subtract]z - z^{-1} = 2i\sin\theta \qquad \text{[de Moivre } n=1 \text{ and } n=-1\text{, subtract]}

zn+zn=2cos(nθ)[generalised — use this to GROUP pairs]z^n + z^{-n} = 2\cos(n\theta) \qquad \text{[generalised — use this to GROUP pairs]}

znzn=2isin(nθ)[generalised]z^n - z^{-n} = 2i\sin(n\theta) \qquad \text{[generalised]}

Strategy: (z+z1)n=(2cosθ)n=2ncosnθ(z + z^{-1})^n = (2\cos\theta)^n = 2^n\cos^n\theta

  • Expand left side by binomial, group zk+zkz^k + z^{-k} pairs 2cos(kθ)\rightarrow 2\cos(k\theta)
  • This converts cosnθ\cos^n\theta into a sum of cosines of multiples of θ\theta

How the z+1/zz + 1/z technique works — visual flow

GOAL: express cos⁵(θ) in terms of cos(5θ), cos(3θ), cos(θ) (z + 1/z)⁵ set z = e^(iθ), so z + 1/z = 2cosθ (2cosθ)⁵ = 32cos⁵θ right side is the target = binomial (1 5 10 10 5 1) z⁵ + 5z³ + 10z + 10z⁻¹ + 5z⁻³ + z⁻⁵ expand left side by binomial theorem group symmetric pairs (z⁵+z⁻⁵) + 5(z³+z⁻³) + 10(z+z⁻¹) apply z^n + z^(−n) = 2cos(nθ) to each pair 2cos5θ + 10cos3θ + 20cosθ = 32cos⁵θ equate both sides, then divide by 32 cos⁵θ = (1/16)(cos5θ + 5cos3θ + 10cosθ)

The $z + 1/z$ technique: set $z = e^{i\theta}$, expand by binomial, group symmetric pairs, then apply $z^n + z^{-n} = 2\cos(n\theta)$.

Oxford Key — Q14a

Express cos5θ\cos^5\theta in terms of cos(nθ)\cos(n\theta) using the z+1/zz+1/z technique.

Worked Solution — Full expansion step by step

Step 1: Set z=eiθz = e^{i\theta}. Then (z+z1)5=(2cosθ)5=32cos5θ(z+z^{-1})^5 = (2\cos\theta)^5 = 32\cos^5\theta — setup

Step 2: Expand (z+z1)5(z+z^{-1})^5 by binomial theorem (coefficients 1,5,10,10,5,11, 5, 10, 10, 5, 1):

=z5+5z3+10z+10z1+5z3+z5= z^5 + 5z^3 + 10z + 10z^{-1} + 5z^{-3} + z^{-5}

Step 3: Group symmetric pairs:

=(z5+z5)+5(z3+z3)+10(z+z1)= (z^5+z^{-5}) + 5(z^3+z^{-3}) + 10(z+z^{-1})

Step 4: Apply zn+zn=2cos(nθ)z^n + z^{-n} = 2\cos(n\theta) to each group:

=2cos(5θ)+52cos(3θ)+102cos(θ)=2cos5θ+10cos3θ+20cosθ= 2\cos(5\theta) + 5 \cdot 2\cos(3\theta) + 10 \cdot 2\cos(\theta) = 2\cos 5\theta + 10\cos 3\theta + 20\cos\theta

Step 5: Equate: 32cos5θ=2cos5θ+10cos3θ+20cosθ32\cos^5\theta = 2\cos 5\theta + 10\cos 3\theta + 20\cos\theta — set equal to right side

Step 6: Divide by 32:

cos5θ=116[cos5θ+5cos3θ+10cosθ]\cos^5\theta = \frac{1}{16}\left[\cos 5\theta + 5\cos 3\theta + 10\cos\theta\right] \quad \checkmark

Oxford Key — Q14b

Hence evaluate cos5θdθ\displaystyle\int \cos^5\theta\, d\theta.

Worked Solution — Integration using the multiple-angle form

cos5θ=116(cos5θ+5cos3θ+10cosθ)[from Q14a above]\cos^5\theta = \frac{1}{16}(\cos 5\theta + 5\cos 3\theta + 10\cos\theta) \quad \text{[from Q14a above]}

cos5θdθ=116(cos5θ+5cos3θ+10cosθ)dθ\int \cos^5\theta\, d\theta = \frac{1}{16}\int(\cos 5\theta + 5\cos 3\theta + 10\cos\theta)\, d\theta

Step 1: cos5θdθ=sin5θ5\displaystyle\int \cos 5\theta\, d\theta = \frac{\sin 5\theta}{5}

Step 2: 5cos3θdθ=5sin3θ3\displaystyle\int 5\cos 3\theta\, d\theta = \frac{5\sin 3\theta}{3} (coefficient 5 stays)

Step 3: 10cosθdθ=10sinθ\displaystyle\int 10\cos\theta\, d\theta = 10\sin\theta

Step 4: Combine:

116[sin5θ5+5sin3θ3+10sinθ]+C\frac{1}{16}\left[\frac{\sin 5\theta}{5} + \frac{5\sin 3\theta}{3} + 10\sin\theta\right] + C

Step 5: Simplify:

sin5θ80+5sin3θ48+5sinθ8+C\frac{\sin 5\theta}{80} + \frac{5\sin 3\theta}{48} + \frac{5\sin\theta}{8} + C

(verified by differentiation ✓)

Critical error to avoid: writing sin3θ16\frac{\sin 3\theta}{16} for the middle term. The correct term is 116×5sin3θ3=5sin3θ48\frac{1}{16} \times \frac{5\sin 3\theta}{3} = \frac{5\sin 3\theta}{48}. The binomial coefficient 5 does NOT disappear — it stays in the numerator.

Oxford Key — Trig Identity

Use de Moivre’s theorem to prove cos(2θ)=cos2θsin2θ\cos(2\theta) = \cos^2\theta - \sin^2\theta and sin(2θ)=2sinθcosθ\sin(2\theta) = 2\sin\theta\cos\theta.

Worked Solution — Double angle identities from de Moivre

Step 1: (cosθ+isinθ)2=cos(2θ)+isin(2θ)(\cos\theta + i\sin\theta)^2 = \cos(2\theta) + i\sin(2\theta) [de Moivre, n=2n=2] — apply theorem

Step 2: Expand left side:

(cosθ+isinθ)2=cos2θ+2icosθsinθ+i2sin2θ=cos2θsin2θ+2icosθsinθ(\cos\theta + i\sin\theta)^2 = \cos^2\theta + 2i\cos\theta\sin\theta + i^2\sin^2\theta = \cos^2\theta - \sin^2\theta + 2i\cos\theta\sin\theta

Step 3: Equate real parts: cos(2θ)=cos2θsin2θ\cos(2\theta) = \cos^2\theta - \sin^2\theta

Step 4: Equate imaginary parts: sin(2θ)=2sinθcosθ\sin(2\theta) = 2\sin\theta\cos\theta

For any nn, this approach gives cos(nθ)\cos(n\theta) and sin(nθ)\sin(n\theta) as polynomials in cosθ\cos\theta and sinθ\sin\theta. For n=3n=3: expand (cosθ+isinθ)3(\cos\theta + i\sin\theta)^3 using binomial (1,3,3,11, 3, 3, 1), then equate real and imaginary parts.

Category 4: nth Roots of Complex Numbers & Roots of Unity

The equation zn=wz^n = w always has exactly nn solutions in C\mathbb{C}. These are called the nth roots of ww. Using de Moivre in reverse gives a single formula for all of them. The roots are equally spaced at angles of 2πn\frac{2\pi}{n} around a circle of radius w1/n|w|^{1/n} — they form a regular nn-gon on the Argand diagram. The nth roots of unity (solutions of zn=1z^n = 1) always sum to zero, which is a key algebraic identity used in many exam proofs.

Formula booklet entries for this section: nth roots formula (given), sum of nth roots of unity = 0 (memorise).

4.1 The nth Root Formula

Finding all nth roots of w=reiθw = r \cdot e^{i\theta}

w1/n=r1/ncis ⁣(θ+2πkn)for k=0,1,2,,n1w^{1/n} = r^{1/n} \cdot \text{cis}\!\left(\frac{\theta + 2\pi k}{n}\right) \qquad \text{for } k = 0, 1, 2, \ldots, n-1

For each root:

  • Modulus: r1/nr^{1/n} [same for ALL nn roots]
  • Argument: θ+2πkn\frac{\theta + 2\pi k}{n} [increases by 2πn\frac{2\pi}{n} for each step in kk]

Geometry: all nn roots lie on a circle of radius r1/nr^{1/n}. They are equally spaced by 2πn=360°n\frac{2\pi}{n} = \frac{360°}{n}. The nn roots form a regular nn-gon on the Argand diagram.

Geometry of cube roots — regular triangle inscribed on circle

Re Im k=0 angle θ/3 k=1 angle θ/3 + 2π/3 k=2 angle θ/3 + 4π/3 r^(1/3) 120° All 3 roots on circle of radius r^(1/3) Spaced by 2π/3 — forming an equilateral triangle

The three cube roots of any complex number lie equally spaced at $120°$ intervals on a circle of radius $r^{1/3}$. The general rule: $n$th roots form a regular $n$-gon with angular spacing $2\pi/n$.

Step-by-step process for finding nth roots:

  1. Write the target number ww in polar form: w=reiθw = r \cdot e^{i\theta}. Use quadrant rules for θ\theta.
  2. Compute the modulus of each root: r1/nr^{1/n}
  3. Compute the argument for each k=0,1,,n1k = 0, 1, \ldots, n-1: θk=θ+2πkn\theta_k = \frac{\theta + 2\pi k}{n}
  4. Convert each root to Cartesian form if needed: ak=r1/ncos(θk)a_k = r^{1/n}\cos(\theta_k), bk=r1/nsin(θk)b_k = r^{1/n}\sin(\theta_k)
  5. Verify: cube each root (or raise to power nn) — all should give back ww

Review Set 14A — Q9

Find the cube roots of 64i-64i, giving answers in Cartesian form.

Worked Solution — Cube roots of 64i-64i

Step 1: 64i-64i lies on the negative imaginary axis: r=64r = 64, arg=π2\arg = -\frac{\pi}{2} — polar form

Step 2: Write: 64i=64ei(π/2)-64i = 64 \cdot e^{i(-\pi/2)}

Step 3: Modulus of each root: 641/3=464^{1/3} = 4 — cube root of 64

Step 4: Arguments: θk=π/2+2πk3\theta_k = \frac{-\pi/2 + 2\pi k}{3} for k=0,1,2k = 0, 1, 2 — apply formula

  • k=0k=0: θ=π6\theta = -\frac{\pi}{6}
  • k=1k=1: θ=π6+2π3=π2\theta = -\frac{\pi}{6} + \frac{2\pi}{3} = \frac{\pi}{2}
  • k=2k=2: θ=π6+4π3=7π6\theta = -\frac{\pi}{6} + \frac{4\pi}{3} = \frac{7\pi}{6} \rightarrow use 5π6-\frac{5\pi}{6} (adjust to (π,π](-\pi,\pi])

Step 5: Convert to Cartesian:

  • k=0k=0: 4cis ⁣(π6)=4 ⁣(32i2)=232i4 \cdot \text{cis}\!\left(-\frac{\pi}{6}\right) = 4\!\left(\frac{\sqrt{3}}{2} - \frac{i}{2}\right) = 2\sqrt{3} - 2i
  • k=1k=1: 4cis ⁣(π2)=4(0+i)=4i4 \cdot \text{cis}\!\left(\frac{\pi}{2}\right) = 4(0 + i) = 4i
  • k=2k=2: 4cis ⁣(5π6)=4 ⁣(32i2)=232i4 \cdot \text{cis}\!\left(-\frac{5\pi}{6}\right) = 4\!\left(-\frac{\sqrt{3}}{2} - \frac{i}{2}\right) = -2\sqrt{3} - 2i

Step 6: Verify: (232i)3=64i(2\sqrt{3}-2i)^3 = -64i ✓ (check by expansion)

Review Set 14A — Q16

Determine the cube roots of 27-27.

Worked Solution — Cube roots of 27-27

Step 1: 27-27 is on the negative real axis: r=27r = 27, arg=π\arg = \pi

Step 2: Write: 27=27eiπ-27 = 27 \cdot e^{i\pi}

Step 3: Modulus of each root: 271/3=327^{1/3} = 3

Step 4: Arguments: θk=π+2πk3\theta_k = \frac{\pi + 2\pi k}{3} for k=0,1,2k = 0, 1, 2

  • k=0k=0: θ=π33cis ⁣(π3)=3 ⁣(12+i32)=32+332i\theta = \frac{\pi}{3} \rightarrow 3 \cdot \text{cis}\!\left(\frac{\pi}{3}\right) = 3\!\left(\frac{1}{2} + \frac{i\sqrt{3}}{2}\right) = \frac{3}{2} + \frac{3\sqrt{3}}{2}\,i
  • k=1k=1: θ=π3cis(π)=3(1+0)=3\theta = \pi \rightarrow 3 \cdot \text{cis}(\pi) = 3(-1 + 0) = -3
  • k=2k=2: θ=5π33cis ⁣(5π3)=3 ⁣(12i32)=32332i\theta = \frac{5\pi}{3} \rightarrow 3 \cdot \text{cis}\!\left(\frac{5\pi}{3}\right) = 3\!\left(\frac{1}{2} - \frac{i\sqrt{3}}{2}\right) = \frac{3}{2} - \frac{3\sqrt{3}}{2}\,i

4.2 Roots of Unity — Definitions and Key Identity

The nth roots of unity are the nn solutions to zn=1z^n = 1. They can all be written as ωk\omega^k where ω=e2πi/n\omega = e^{2\pi i/n}. A critical algebraic fact: the sum of all nth roots of unity equals zero. This follows from Vieta’s formulas on zn1=0z^n - 1 = 0. For cube roots of unity, the non-real root ω\omega satisfies ω3=1\omega^3 = 1 and 1+ω+ω2=01 + \omega + \omega^2 = 0 — these two identities are used to simplify almost every expression involving ω\omega.

Roots of unity — all key identities

nth roots of unity: zk=e2πik/nz_k = e^{2\pi ik/n} for k=0,1,,n1k = 0, 1, \ldots, n-1

  • They lie equally spaced on the UNIT CIRCLE, forming a regular nn-gon
  • Sum of ALL nth roots of unity =0= 0 [Vieta on zn1=0z^n - 1 = 0]

Cube roots of unity (ω3=1\omega^3 = 1, ω1\omega \neq 1):

ω=e2πi/3=12+32i\omega = e^{2\pi i/3} = -\frac{1}{2} + \frac{\sqrt{3}}{2}\,i

IdentityNotes
1+ω+ω2=01 + \omega + \omega^2 = 0ω+ω2=1\rightarrow \omega + \omega^2 = -1 — USE THIS CONSTANTLY
ωω2=ω3=1\omega \cdot \omega^2 = \omega^3 = 1product of roots
ω2=ω\omega^2 = \omega^*they are complex conjugates of each other
ω2=1/ω\omega^2 = 1/\omegasince ω3=1ω2=ω1\omega^3 = 1 \rightarrow \omega^2 = \omega^{-1}
Powers cycle: ω3=1\omega^3 = 1, ω4=ω\omega^4 = \omega, ω5=ω2\omega^5 = \omega^2, ω6=1\omega^6 = 1, …period 3

Review Set 14A — Q22

State the five fifth roots of unity and hence solve: (a) (2z1)5=32(2z-1)^5=32 (b) z5+5z4+10z3+10z2+5z=0z^5+5z^4+10z^3+10z^2+5z=0 (c) (z+1)5=(z1)5(z+1)^5=(z-1)^5

Worked Solution — Fifth roots of unity and applications

Fifth roots of unity: zk=e2πik/5z_k = e^{2\pi ik/5} for k=0,1,2,3,4k = 0,1,2,3,4

=1,  e2πi/5,  e4πi/5,  e6πi/5,  e8πi/5= 1,\; e^{2\pi i/5},\; e^{4\pi i/5},\; e^{6\pi i/5},\; e^{8\pi i/5}

Their sum =0= 0 (Vieta’s formulas on z51=0z^5 - 1 = 0) ✓

Step a: (2z1)5=32=251(2z1)5=25(2z-1)^5 = 32 = 2^5 \cdot 1 \rightarrow (2z-1)^5 = 2^5

2z1=2zkz=1+2e2πik/522z - 1 = 2 \cdot z_k \rightarrow z = \frac{1 + 2 \cdot e^{2\pi ik/5}}{2} for k=0,1,2,3,4k = 0,1,2,3,4 — 5 solutions

Step b: z5+5z4+10z3+10z2+5z=0z(z4+5z3+10z2+10z+5)=0z^5+5z^4+10z^3+10z^2+5z = 0 \rightarrow z(z^4+5z^3+10z^2+10z+5) = 0 — factor out zz

Remaining factor: note this is related to the (z+1)5(z+1)^5 expansion.

z=0z = 0 is one solution; remaining 4 from z4+5z3+=0z^4+5z^3+\cdots = 0

Step c: (z+1)5=(z1)5(z+1z1)5=1(z+1)^5 = (z-1)^5 \rightarrow \left(\frac{z+1}{z-1}\right)^5 = 1 [divide both sides] — z1z \neq 1

Let w=z+1z1w = \frac{z+1}{z-1}. Then w5=1w^5 = 1, so w=e2πik/5w = e^{2\pi ik/5} for k=0,1,2,3,4k = 0,1,2,3,4

w=1w = 1 (k=0k=0) gives z+1z1=1\frac{z+1}{z-1} = 1 \rightarrow no solution. Use k=1,2,3,4k = 1,2,3,4.

For each kk: z=w+1w1z = \frac{w+1}{w-1} where w=e2πik/5w = e^{2\pi ik/5} — 4 solutions

Oxford Key — Exam-Style

(1+i)10(1+i)^{10} — find its value. (Using de Moivre)

Worked Solution — (1+i)10(1+i)^{10} using de Moivre

Step 1: Write 1+i1+i in polar: r=2r = \sqrt{2}, arg=π41+i=2eiπ/4\arg = \frac{\pi}{4} \rightarrow 1+i = \sqrt{2} \cdot e^{i\pi/4}

Step 2: (1+i)10=(2)10ei10π/4(1+i)^{10} = (\sqrt{2})^{10} \cdot e^{i \cdot 10\pi/4} by de Moivre

Step 3: (2)10=25=32(\sqrt{2})^{10} = 2^5 = 32

Step 4: 10π4=5π2=2π+π2\frac{10\pi}{4} = \frac{5\pi}{2} = 2\pi + \frac{\pi}{2} \rightarrow equivalent angle =π2= \frac{\pi}{2} — reduce to (π,π](-\pi, \pi]

Step 5: =32 ⁣(cosπ2+isinπ2)=32(0+i)=32i= 32\!\left(\cos\frac{\pi}{2} + i\sin\frac{\pi}{2}\right) = 32(0 + i) = 32ifinal answer

The sum of all nth roots of unity =0= 0. For IB proofs: factor zn1=(z1)(zn1++z+1)=0z^n - 1 = (z-1)(z^{n-1}+\cdots+z+1) = 0, so the sum of ALL non-trivial roots equals 1-1, and including z=1z = 1 gives sum =0= 0.

Category 5: Loci & Regions in the Complex Plane

A locus is the set of all complex numbers zz satisfying a given geometric condition. The standard approach: write z=x+iyz = x + iy, translate the condition into an equation in xx and yy, then simplify to recognise a known curve. There are five standard loci; knowing their geometric meaning immediately tells you the shape before you start the algebra.

Formula booklet entries for this section: All locus formulas must be memorised — not in the formula booklet.

5.1 The Five Standard Loci

ConditionLocus (Geometric Shape) + Method
za=r\vert z - a\vert = rCircle, centre aa, radius rr. Method: z(p+qi)=r\vert z - (p+qi)\vert = r means the point zz is distance rr from (p,q)(p,q). Example: z(2+3i)=5\vert z - (2+3i)\vert = 5 \rightarrow circle centred (2,3)(2,3), radius 5.
za=zb\vert z - a\vert = \vert z - b\vertPerpendicular bisector of the segment joining aa to bb. Meaning: zz is equidistant from the two fixed points aa and bb. Method: set x+iya2=x+iyb2\|x+iy-a\vert^2 = \|x+iy-b\vert^2, expand, simplify.
arg(za)=θ\arg(z - a) = \thetaRay starting at point aa (but NOT including aa), making angle θ\theta with the positive real direction. Always state the constraint (e.g. x>Re(a)x > \text{Re}(a)) to specify which ray.
zar\vert z - a\vert \leq rClosed disc — circle plus its interior. Draw a solid boundary. << means open disc — dashed boundary (point not included).
Re(z)=k\text{Re}(z) = k or Im(z)=k\text{Im}(z) = kVertical line x=kx = k, or horizontal line y=ky = k on the Argand diagram.

5.2 Worked Locus Examples

How to derive a locus — the general method

GIVEN: a condition on z e.g. |z − i| = |z − 2| or arg(z − 1) = π/3 Step 1 Write z = x + iy Step 2 Substitute into the condition Step 3 Expand and simplify in x and y Step 4 — Identify the shape x² + y² + … = r² → circle ax + by = c → line / ray (add direction constraint)

Always substitute $z = x + iy$ and work in real coordinates. The constraint (e.g. $x > \text{Re}(a)$) for a ray must always be stated explicitly.

Review Set 14A — Q14

Find the Cartesian equation of the locus of P(x,y)P(x,y) where z=x+iyz = x+iy and: (a) arg(zi)=π6\arg(z-i) = \frac{\pi}{6} (b) z+2z2=2\left|\frac{z+2}{z-2}\right| = 2

Worked Solution — Two loci derived from scratch

PART (a): arg(zi)=π6\arg(z - i) = \frac{\pi}{6}

Step 1: zi=x+(y1)iz - i = x + (y-1)i — substitute z=x+iyz = x+iy

Step 2: arg=π6\arg = \frac{\pi}{6} means tan ⁣(π6)=ImRe=y1x\tan\!\left(\frac{\pi}{6}\right) = \frac{\text{Im}}{\text{Re}} = \frac{y-1}{x} — tan of argument

Step 3: 13=y1xx=3(y1)y=x3+1\frac{1}{\sqrt{3}} = \frac{y-1}{x} \rightarrow x = \sqrt{3}(y-1) \rightarrow y = \frac{x}{\sqrt{3}} + 1 — solve for yy

Step 4: This is a RAY at angle π6\frac{\pi}{6}, starting from (0,1)(0,1), going into x>0x > 0 — add constraint

PART (b): z+2z2=2\left|\frac{z+2}{z-2}\right| = 2

Step 1: z+2=2z2z+22=4z22|z+2| = 2|z-2| \rightarrow |z+2|^2 = 4|z-2|^2 — square both sides

Step 2: (x+2)2+y2=4[(x2)2+y2](x+2)^2 + y^2 = 4[(x-2)^2 + y^2] — expand moduli

Step 3: x2+4x+4+y2=4x216x+16+4y2x^2+4x+4+y^2 = 4x^2-16x+16+4y^2 — expand brackets

Step 4: 0=3x220x+12+3y20 = 3x^2-20x+12+3y^2 — rearrange

Step 5: x2203x+4+y2=0(x103)2+y2=1009369=649x^2-\frac{20}{3}x+4+y^2 = 0 \rightarrow \left(x-\frac{10}{3}\right)^2+y^2 = \frac{100}{9}-\frac{36}{9} = \frac{64}{9} — complete the square

Step 6: Circle: centre (103,0)\left(\frac{10}{3}, 0\right), radius =83= \frac{8}{3} — final answer

For part (a): arg(za)=θ\arg(z-a) = \theta is a RAY, not a full line. You must state the direction constraint (here x>0x > 0) to eliminate the opposite ray. Omitting this constraint loses a mark.

Review Set 14A — Q18

Illustrate the region defined by: {z2z5 and π4<argzπ2}\{z \mid 2 \leq |z| \leq 5 \text{ and } -\frac{\pi}{4} < \arg z \leq \frac{\pi}{2}\}. Show all included boundary points.

Worked Solution — Region defined by modulus AND argument constraints

Condition 1: 2z52 \leq |z| \leq 5 \rightarrow the region BETWEEN two circles

  • z=2|z| = 2: inner circle (solid boundary — included because \geq)
  • z=5|z| = 5: outer circle (solid boundary — included because \leq)

Condition 2: π4<arg(z)π2-\frac{\pi}{4} < \arg(z) \leq \frac{\pi}{2} \rightarrow a sector (wedge)

  • arg=π4\arg = -\frac{\pi}{4}: lower boundary (DASHED — not included because <<)
  • arg=π2\arg = \frac{\pi}{2}: upper boundary (SOLID — included because \leq)

Combined region: a sector of an annulus (ring)

Draw the two arcs and two radii, mark which boundaries are solid vs dashed.

Review Set 14A — Q21

P1P2P3P_1P_2P_3 is an isosceles triangle where P1P3=3P1P2P_1P_3 = \sqrt{3} \cdot P_1P_2. OO is origin. OP1=z1OP_1 = z_1, OP2=z2OP_2 = z_2, OP3=z3OP_3 = z_3. arg(z3z1)=α\arg(z_3 - z_1) = \alpha. (a) Show arg(z3z2)=απ2\arg(z_3 - z_2) = \alpha - \frac{\pi}{2} (b) Find modulus and argument of z3z1z3z2\frac{z_3 - z_1}{z_3 - z_2}

Worked Solution — Complex numbers as position vectors in geometry

Step 1: z3z1z_3 - z_1 and z3z2z_3 - z_2 are the vectors P1P3\overrightarrow{P_1P_3} and P2P3\overrightarrow{P_2P_3} respectively — interpret geometrically

Step 2: P1P3=3P1P2P_1P_3 = \sqrt{3} \cdot P_1P_2 means z3z1=3z3z2|z_3 - z_1| = \sqrt{3}\,|z_3 - z_2| — given length condition

Step 3: P1P2P3P_1P_2P_3 isosceles: angle at P3=90°P_3 = 90° (since P1P3=3P1P2P_1P_3 = \sqrt{3} \cdot P_1P_2 and isosceles) — geometry

Step 4: arg(z3z2)=arg(z3z1)π2=απ2\arg(z_3 - z_2) = \arg(z_3 - z_1) - \frac{\pi}{2} = \alpha - \frac{\pi}{2} — perpendicularity gives π/2-\pi/2

Step 5: z3z1z3z2=3\left|\frac{z_3-z_1}{z_3-z_2}\right| = \sqrt{3}, arg=α(απ2)=π2\arg = \alpha - \left(\alpha - \frac{\pi}{2}\right) = \frac{\pi}{2} — divide the complex numbers

So z3z1z3z2=3eiπ/2=i3\frac{z_3-z_1}{z_3-z_2} = \sqrt{3} \cdot e^{i\pi/2} = i\sqrt{3} — Cartesian form

A key technique: if you need to find the angle between two lines on the Argand diagram, DIVIDE the corresponding complex number differences. The argument of z1/z2z_1/z_2 equals arg(z1)arg(z2)\arg(z_1) - \arg(z_2). This is equivalent to finding the angle at a vertex of a triangle.

Watch: De Moivre's Theorem, Powers, and Roots of Complex Numbers

Professor Dave Explains · 14 min · De Moivre's theorem explained with worked examples — polar form powers and nth roots

Khan Academy · 8 min · Dividing complex numbers in polar and exponential form — modulus and argument operations

Category 6: Applications, Proofs & Exam-Style Problems

This category covers multi-part IB exam questions that combine several earlier techniques. The IB Problem document contains two full exam questions (18 and 19 marks). These questions require you to connect polar form, conjugates, geometric reasoning, Vieta’s formulas, and algebraic manipulation in sequence. The questions from the IB Problem are labeled [IBP] throughout.

Formula booklet entries for this section: Vieta’s formulas (memorise), conjugate root theorem (memorise).

6.1 IB Problem Question 1 — Triangle Z1OZ2Z_1OZ_2

The setup: Z1Z_1 and Z2Z_2 are points on an Argand diagram representing z1=r1eiαz_1 = r_1 e^{i\alpha} and z2=r2eiθz_2 = r_2 e^{i\theta}. OO is the origin. The triangle Z1OZ2Z_1OZ_2 is described anticlockwise with 0<α,θ<2π0 < \alpha, \theta < 2\pi and 0<αθ<π0 < \alpha - \theta < \pi. z1z_1 and z2z_2 are roots of z2+az+b=0z^2 + az + b = 0 where a,bRa, b \in \mathbb{R}.

Diagram — triangle Z1OZ2Z_1OZ_2 on the Argand diagram

Re Im O Z₁ r₁·e^(iα) Z₂ r₂·e^(iθ) α θ • α and θ measured anticlockwise from +Re axis • 0 < θ < α < 2π (Z₁ is above Z₂) • α − θ = angle at O inside triangle Z₁OZ₂

Triangle $Z_1OZ_2$: both points lie in the upper half-plane with $0 < \theta < \alpha < 2\pi$. For the equilateral case in parts (c)–(e): $\alpha - \theta = \pi/3$ and $r_1 = r_2$.

IB Problem — Q1a [2 marks]

Show that z1z2=r1r2ei(αθ)z_1 z_2^* = r_1 r_2 e^{i(\alpha - \theta)} where z2z_2^* is the complex conjugate of z2z_2.

Worked Solution — Product with conjugate in polar form

Step 1: z1=r1eiαz_1 = r_1 e^{i\alpha} and z2=r2eiθz_2^* = r_2 e^{-i\theta} [conjugate negates argument] — write in polar

Step 2: z1z2=r1eiαr2eiθz_1 \cdot z_2^* = r_1 e^{i\alpha} \cdot r_2 e^{-i\theta} — multiply

Step 3: =r1r2ei(αθ)= r_1 r_2 \cdot e^{i(\alpha - \theta)} ✓ — add exponents: iα+(iθ)=i(αθ)i\alpha + (-i\theta) = i(\alpha - \theta)

IB Problem — Q1b [2 marks]

Given Re(z1z2)=0\text{Re}(z_1 z_2^*) = 0, show that Z1OZ2Z_1OZ_2 is a right-angled triangle.

Worked Solution — Re=0\text{Re} = 0 means perpendicular

Step 1: From Q1a: z1z2=r1r2ei(αθ)z_1 z_2^* = r_1 r_2 \cdot e^{i(\alpha - \theta)}

Step 2: Re(z1z2)=r1r2cos(αθ)\text{Re}(z_1 z_2^*) = r_1 r_2 \cdot \cos(\alpha - \theta) — real part of reiφre^{i\varphi} is rcosφr\cos\varphi

Step 3: Re=0\text{Re} = 0 and r1,r2>0cos(αθ)=0αθ=π2r_1, r_2 > 0 \rightarrow \cos(\alpha - \theta) = 0 \rightarrow \alpha - \theta = \frac{\pi}{2} — solve for angle

Step 4: The angle at OO between OZ1OZ_1 and OZ2OZ_2 is π2=90°\frac{\pi}{2} = 90° — geometric conclusion

Step 5: Therefore Z1OZ2Z_1OZ_2 has a right angle at OO

IB Problem — Q1c.i [2 marks]

For equilateral triangle Z1OZ2Z_1OZ_2: express z1z_1 in terms of z2z_2.

Worked Solution — Equilateral triangle condition

Step 1: Equilateral: all three sides equal, so z1=z2r1=r2|z_1| = |z_2| \rightarrow r_1 = r_2 — all sides equal

Step 2: Equilateral also means all angles =60°= 60°, so angle at O=π3O = \frac{\pi}{3} — all angles 60 degrees

Step 3: αθ=π3α=θ+π3\alpha - \theta = \frac{\pi}{3} \rightarrow \alpha = \theta + \frac{\pi}{3} — angle between z1z_1 and z2z_2

Step 4: z1=r1eiα=r2ei(θ+π/3)=r2eiθeiπ/3=z2eiπ/3z_1 = r_1 e^{i\alpha} = r_2 e^{i(\theta + \pi/3)} = r_2 e^{i\theta} \cdot e^{i\pi/3} = z_2 \cdot e^{i\pi/3} — factor

Step 5: eiπ/3=cosπ3+isinπ3=12+i32e^{i\pi/3} = \cos\frac{\pi}{3} + i\sin\frac{\pi}{3} = \frac{1}{2} + \frac{i\sqrt{3}}{2} — exact value

Step 6: z1=z2 ⁣(12+i32)z_1 = z_2\!\left(\frac{1}{2} + \frac{i\sqrt{3}}{2}\right) ✓ — final form

IB Problem — Q1c.ii [4 marks]

Hence show that z12+z22=z1z2z_1^2 + z_2^2 = z_1 z_2.

Worked Solution — Algebraic identity for equilateral triangle

Step 1: From c.i: z1=z2eiπ/3z_1 = z_2 \cdot e^{i\pi/3}, so let w=z1/z2=eiπ/3w = z_1/z_2 = e^{i\pi/3} — divide

Step 2: z12+z22=z1z2z_1^2 + z_2^2 = z_1 z_2 \longleftrightarrow divide both sides by z22z_2^2:

(z1/z2)2+1=(z1/z2)w2w+1=0(z_1/z_2)^2 + 1 = (z_1/z_2) \rightarrow w^2 - w + 1 = 0 — in terms of ww

Step 3: Verify: w=eiπ/3w = e^{i\pi/3}, w2=e2iπ/3w^2 = e^{2i\pi/3}

w2w+1=e2iπ/3eiπ/3+1w^2 - w + 1 = e^{2i\pi/3} - e^{i\pi/3} + 1

=(12+i32)(12+i32)+1=(1212+1)+i ⁣(3232)=0= \left(-\frac{1}{2} + \frac{i\sqrt{3}}{2}\right) - \left(\frac{1}{2} + \frac{i\sqrt{3}}{2}\right) + 1 = \left(-\frac{1}{2} - \frac{1}{2} + 1\right) + i\!\left(\frac{\sqrt{3}}{2} - \frac{\sqrt{3}}{2}\right) = 0 ✓ — compute

IB Problem — Q1d [5 marks]

z1z_1 and z2z_2 are roots of z2+az+b=0z^2 + az + b = 0 (a,bRa, b \in \mathbb{R}). Use result from (c)(ii) to show a23b=0a^2 - 3b = 0.

Worked Solution — Vieta’s formulas + equilateral condition

Step 1: Vieta’s formulas for z2+az+b=0z^2 + az + b = 0:

z1+z2=az_1 + z_2 = -a and z1z2=bz_1 z_2 = b — sum and product of roots

Step 2: From c.ii: z12+z22=z1z2z_1^2 + z_2^2 = z_1 z_2 — use proven result

Step 3: (z1+z2)22z1z2=z1z2(z_1+z_2)^2 - 2z_1 z_2 = z_1 z_2 — expand z12+z22=(z1+z2)22z1z2z_1^2+z_2^2 = (z_1+z_2)^2 - 2z_1 z_2

Step 4: (a)22b=b(-a)^2 - 2b = b — substitute Vieta

Step 5: a22b=ba2=3ba23b=0a^2 - 2b = b \rightarrow a^2 = 3b \rightarrow a^2 - 3b = 0 ✓ — rearrange

IB Problem — Q1e [3 marks]

z2+az+12=0z^2 + az + 12 = 0, aRa \in \mathbb{R}. Given 0<αθ<π0 < \alpha - \theta < \pi, deduce only one equilateral triangle Z1OZ2Z_1OZ_2 can be formed.

Worked Solution — Uniqueness of equilateral triangle

Step 1: b=12b = 12 (constant term of quadratic). From d: a2=3b=36a^2 = 3b = 36, so a=±6a = \pm 6

Step 2: Both values give a valid quadratic, but check which gives 0<αθ<π0 < \alpha - \theta < \pi

Step 3: a=6a = -6: z26z+12=0z=6±36482=3±i3z^2 - 6z + 12 = 0 \rightarrow z = \frac{6 \pm \sqrt{36-48}}{2} = 3 \pm i\sqrt{3} — quadratic formula

z1=3+i3z_1 = 3+i\sqrt{3}: r=23r = 2\sqrt{3}, α=π6\alpha = \frac{\pi}{6}. z2=3i3z_2 = 3-i\sqrt{3}: r=23r = 2\sqrt{3}, θ=π6\theta = -\frac{\pi}{6}

αθ=π6(π6)=π3\alpha - \theta = \frac{\pi}{6} - \left(-\frac{\pi}{6}\right) = \frac{\pi}{3}. Is 0<π3<π0 < \frac{\pi}{3} < \pi? YES ✓

Step 4: a=6a = 6: z2+6z+12=0z=6±i122=3±i3z^2 + 6z + 12 = 0 \rightarrow z = \frac{-6 \pm i\sqrt{12}}{2} = -3 \pm i\sqrt{3}

z1=3+i3z_1 = -3+i\sqrt{3}: α=5π6\alpha = \frac{5\pi}{6}. z2=3i3z_2 = -3-i\sqrt{3}: θ=5π6\theta = -\frac{5\pi}{6} (or 7π6\frac{7\pi}{6})

αθ=5π6(5π6)=5π3\alpha - \theta = \frac{5\pi}{6} - \left(-\frac{5\pi}{6}\right) = \frac{5\pi}{3}. Is 0<5π3<π0 < \frac{5\pi}{3} < \pi? NO — exceeds π\pi — fails constraint

Step 5: Only a=6a = -6 satisfies 0<αθ<π0 < \alpha - \theta < \pi. Exactly one equilateral triangle.

6.2 IB Problem Question 2 — Cube Roots of Unity (ω\omega)

The setup: ω\omega is a non-real solution of z3=1z^3 = 1, so ω3=1\omega^3 = 1 and ω1\omega \neq 1. This means ω\omega satisfies ω2+ω+1=0\omega^2 + \omega + 1 = 0, giving the fundamental identity 1+ω+ω2=01 + \omega + \omega^2 = 0. Nearly every simplification in this question uses this identity. The second part involves p=13ip = 1 - 3i and q=x+(2x+1)iq = x + (2x+1)i with xRx \in \mathbb{R}.

Cube root of unity — everything needed for Q2

IdentityNotes
ω3=1\omega^3 = 1, ω1\omega \neq 1ω\omega satisfies ω2+ω+1=0\omega^2 + \omega + 1 = 0
1+ω+ω2=01 + \omega + \omega^2 = 0THE KEY IDENTITY (use this constantly)
ω+ω2=1\omega + \omega^2 = -1direct consequence
ωω2=ω3=1\omega \cdot \omega^2 = \omega^3 = 1product
ω=ω2\omega^* = \omega^2 and (ω)2=ω(\omega^*)^2 = \omegathey are complex conjugates
ω2=ω1\omega^2 = \omega^{-1}since ω3=1ωω2=1\omega^3 = 1 \rightarrow \omega \cdot \omega^2 = 1
Powers cycle (period 3)ω3=1\omega^3 = 1, ω4=ω\omega^4 = \omega, ω5=ω2\omega^5 = \omega^2, ω6=1\omega^6 = 1, …

IB Problem — Q2a(i) [4 marks]

Determine the value of 1+ω+ω21 + \omega + \omega^2.

Answer:

ω\omega is a non-real root of z3=1z^3 = 1.

Factor: z31=(z1)(z2+z+1)=0z^3 - 1 = (z-1)(z^2+z+1) = 0

For ω1\omega \neq 1: ω2+ω+1=01+ω+ω2=0\omega^2 + \omega + 1 = 0 \rightarrow 1 + \omega + \omega^2 = 0

IB Problem — Q2a(ii) [4 marks]

Determine the value of 1+ω+(ω)21 + \omega^* + (\omega^*)^2.

Worked Solution — Using ω=ω2\omega^* = \omega^2

Step 1: ω=ω2\omega^* = \omega^2 (conjugate of a non-real cube root of unity is the other one) — key fact

Step 2: 1+ω+(ω)2=1+ω2+(ω2)2=1+ω2+ω41 + \omega^* + (\omega^*)^2 = 1 + \omega^2 + (\omega^2)^2 = 1 + \omega^2 + \omega^4 — substitute

Step 3: ω4=ω3ω=1ω=ω\omega^4 = \omega^3 \cdot \omega = 1 \cdot \omega = \omega — power cycle

Step 4: =1+ω2+ω=1+ω+ω2=0= 1 + \omega^2 + \omega = 1 + \omega + \omega^2 = 0 ✓ — apply main identity

IB Problem — Q2b [4 marks]

Show that (ω3ω2)(ω23ω)=13(\omega - 3\omega^2)(\omega^2 - 3\omega) = 13.

Worked Solution — Expand and simplify using 1+ω+ω2=01 + \omega + \omega^2 = 0

Step 1: Expand: (ω3ω2)(ω23ω)(\omega - 3\omega^2)(\omega^2 - 3\omega)

=ωω23ωω3ω2ω2+9ω2ω= \omega \cdot \omega^2 - 3\omega \cdot \omega - 3\omega^2 \cdot \omega^2 + 9\omega^2 \cdot \omega — FOIL

=ω33ω23ω4+9ω3= \omega^3 - 3\omega^2 - 3\omega^4 + 9\omega^3 — collect terms

Step 2: Substitute ω3=1\omega^3 = 1 and ω4=ω\omega^4 = \omega:

=13ω23ω+91= 1 - 3\omega^2 - 3\omega + 9 \cdot 1

=103(ω+ω2)= 10 - 3(\omega + \omega^2) — factor

Step 3: Substitute ω+ω2=1\omega + \omega^2 = -1:

=103(1)=10+3=13= 10 - 3(-1) = 10 + 3 = 13 ✓ — apply identity

IB Problem — Q2c [5 marks]

p=13ip = 1-3i, q=x+(2x+1)iq = x+(2x+1)i, xRx \in \mathbb{R}. Find all values of xx such that p=q|p| = |q|.

Worked Solution — Equal moduli equation

Step 1: p2=12+(3)2=1+9=10|p|^2 = 1^2 + (-3)^2 = 1 + 9 = 10 — compute p|p|

Step 2: q2=x2+(2x+1)2=x2+4x2+4x+1=5x2+4x+1|q|^2 = x^2 + (2x+1)^2 = x^2 + 4x^2 + 4x + 1 = 5x^2 + 4x + 1 — expand q|q|

Step 3: Set p2=q2|p|^2 = |q|^2: 5x2+4x+1=105x^2 + 4x + 1 = 10 — equal moduli

Step 4: 5x2+4x9=05x^2 + 4x - 9 = 0 — rearrange

Step 5: Discriminant: 16+4(5)(9)=16+180=196=14216 + 4(5)(9) = 16 + 180 = 196 = 14^2

Step 6: x=4±1410x=1010=1x = \frac{-4 \pm 14}{10} \rightarrow x = \frac{10}{10} = 1 or x=1810=95x = \frac{-18}{10} = -\frac{9}{5} — quadratic formula

Step 7: Verify: x=1x=1: q2=5+4+1=10|q|^2 = 5+4+1 = 10 ✓. x=95x = -\frac{9}{5}: 58125+4(9)5+1=815365+55=505=10\frac{5 \cdot 81}{25} + \frac{4 \cdot (-9)}{5} + 1 = \frac{81}{5} - \frac{36}{5} + \frac{5}{5} = \frac{50}{5} = 10

IB Problem — Q2d [6 marks]

Solve the inequality Re(pq)+8<(Im(pq))2\text{Re}(pq) + 8 < (\text{Im}(pq))^2.

Worked Solution — Compute pqpq then solve inequality

Step 1: p=13ip = 1-3i, q=x+(2x+1)iq = x+(2x+1)i — given

Step 2: pq=(13i)(x+(2x+1)i)pq = (1-3i)(x+(2x+1)i) — multiply out

=x+(2x+1)i3xi3i(2x+1)i= x + (2x+1)i - 3xi - 3i(2x+1)i — expand

=x+(2x+1)i3xi+3(2x+1)= x + (2x+1)i - 3xi + 3(2x+1) [since 3i(2x+1)i=3(2x+1)i2=+3(2x+1)-3i \cdot (2x+1)i = -3(2x+1)i^2 = +3(2x+1)] — i2=1i^2 = -1

=[x+6x+3]+[(2x+1)3x]i= [x + 6x + 3] + [(2x+1) - 3x]i — collect real and imag

=(7x+3)+(1x)i= (7x+3) + (1-x)i — final form

Step 3: Re(pq)=7x+3\text{Re}(pq) = 7x+3, Im(pq)=1x\text{Im}(pq) = 1-x — read off parts

Step 4: Inequality: (7x+3)+8<(1x)2(7x+3) + 8 < (1-x)^2 — substitute

Step 5: 7x+11<12x+x27x + 11 < 1 - 2x + x^2 — expand right side

Step 6: 0<x29x100<(x10)(x+1)0 < x^2 - 9x - 10 \rightarrow 0 < (x-10)(x+1) — rearrange and factor

Step 7: Parabola (x10)(x+1)>0(x-10)(x+1) > 0 when x<1x < -1 or x>10x > 10 — sign analysis

Step 8: Solution: x<1x < -1 or x>10x > 10

For Q2d Step 7: sketch the parabola y=(x10)(x+1)y = (x-10)(x+1). It opens upward, crosses zero at x=1x = -1 and x=10x = 10. The expression is positive outside the roots — that is, for x<1x < -1 or x>10x > 10.

6.3 Key Proof Techniques — Quick Reference

SituationMethod
Show result is REALCompute it directly and show Im=0\text{Im} = 0. OR show z=zz = z^*. OR show z=w2z = \vert w\vert^2 for some ww.
Show result is PURELY IMAGINARYShow Re(z)=0\text{Re}(z) = 0, i.e. z+z=0z + z^* = 0.
Show result is ZEROUse 1+ω+ω2=01 + \omega + \omega^2 = 0 (cube roots) or sum of nth roots =0= 0.
Find when znz^n is realWrite z=reiθz = r \cdot e^{i\theta}. Then zn=rneinθz^n = r^n \cdot e^{in\theta}. Real when sin(nθ)=0\sin(n\theta) = 0, i.e. nθ=kπn\theta = k\pi.
Find when znz^n is purely imaginaryReal part zero when cos(nθ)=0\cos(n\theta) = 0, i.e. nθ=π2+kπn\theta = \frac{\pi}{2} + k\pi.
Vieta’s formulas for z2+az+b=0z^2 + az + b = 0Sum of roots =a= -a. Product of roots =b= b.
Perpendicular lines on Argand diagramRe(z1z2)=0\text{Re}(z_1 z_2^*) = 0 \leftrightarrow angle between OZ1OZ_1 and OZ2OZ_2 is π2\frac{\pi}{2}.
Equilateral trianglez1=z2e±iπ/3z_1 = z_2 \cdot e^{\pm i\pi/3}. Gives z12+z22=z1z2z_1^2 + z_2^2 = z_1 z_2 and a2=3ba^2 = 3b.
Conjugate pairsIf z=a+biz = a+bi satisfies a polynomial with real coefficients, so does z=abiz^* = a-bi.
arg(z1/z2)=arg(z1)arg(z2)\arg(z_1/z_2) = \arg(z_1) - \arg(z_2)Use this to find angles in triangles on the Argand diagram.

6.4 Master Formula Reference

FormulaMeaning / Key Point
z=a+biz = a + biCartesian form. Re(z)=a\text{Re}(z) = a, Im(z)=b\text{Im}(z) = b.
z=rcisθ=reiθz = r\,\text{cis}\,\theta = re^{i\theta}Polar/Euler form. r=zr = \vert z\vert, θ=arg(z)\theta = \arg(z).
z=a2+b2\vert z\vert = \sqrt{a^2+b^2}Modulus — distance from origin.
arg(z)\arg(z) — quadrant-adjustedQ1: arctan(b/a)\arctan(b/a) Q2: πarctan\pi - \arctan Q3: π+arctan-\pi + \arctan Q4: arctan-\arctan
z=abi=reiθz^* = a - bi = re^{-i\theta}Conjugate: flip imag part OR negate argument.
zz=z2z \cdot z^* = \vert z\vert^2Always real and 0\geq 0.
z1z2=z1z2\vert z_1 z_2\vert = \vert z_1\|\vert z_2\vert, arg(z1z2)=arg(z1)+arg(z2)\arg(z_1 z_2) = \arg(z_1)+\arg(z_2)Polar multiplication.
(rcisθ)n=rncis(nθ)(r\,\text{cis}\,\theta)^n = r^n\,\text{cis}(n\theta)De Moivre: scale modulusn{}^n, multiply argument by nn.
z+1/z=2cosθz + 1/z = 2\cos\theta (z=1\vert z\|=1)Technique for trig identities and integration.
r1/ncis ⁣(θ+2πkn)r^{1/n} \cdot \text{cis}\!\left(\frac{\theta+2\pi k}{n}\right)nth root: k=0k = 0 to n1n-1. Equally spaced on circle of radius r1/nr^{1/n}.
Sum of nth roots of unity =0= 0Vieta on zn1=0z^n - 1 = 0. For cube: 1+ω+ω2=01+\omega+\omega^2=0.
Vieta: z2+az+b=0z^2+az+b=0Sum of roots =a= -a. Product =b= b.

6.5 Common Mistakes — Final Checklist

MistakeCorrect Approach
Wrong quadrant for arg(z)\arg(z)Always sketch the point. Q2 gives arg>π/2\arg > \pi/2, Q3/Q4 give negative arg. Never blindly trust arctan(b/a)\arctan(b/a).
Argument outside (π,π](-\pi, \pi]After operations, check if arg is outside (π,π](-\pi,\pi]. If result is e.g. 7π/67\pi/6, rewrite as 5π/6-5\pi/6.
Missing constraint on arg(za)=θ\arg(z-a) = \thetaThis is a RAY, not a full line. State e.g. 'x>Re(a)x > \text{Re}(a)' to specify direction.
Integral middle term errorcos5θdθ\int\cos^5\theta\,d\theta middle term is 5sin3θ48\frac{5\sin 3\theta}{48} NOT sin3θ16\frac{\sin 3\theta}{16}. The 5 from binomial stays.
Powers of ii mistakesi2=1i^2 = -1, i3=ii^3 = -i, i4=1i^4 = 1. In expansions, track EVERY power of ii.
Vieta sign errorz2+az+b=0z^2+az+b=0: sum =a= -a (MINUS aa), product =+b= +b.
Forgetting ω+ω2=1\omega + \omega^2 = -1Almost every ω\omega simplification requires substituting ω+ω2=1\omega+\omega^2=-1 or ω2=1ω\omega^2=-1-\omega.
Confusing locus typesFor loci: za=r\vert z-a\|=r is a CIRCLE (not a line). za=zb\vert z-a\|=\vert z-b\vert is a PERPENDICULAR BISECTOR.

IB Mathematics AA HL — Complex Numbers | Categories 1-6 | Review 14A, Oxford Key, IB Problem

Formula Booklet — Complex Numbers

This section lists all formulas from the IB Math AA HL formula booklet that are relevant to complex numbers. Formulas marked GIVEN are provided in the exam. Formulas marked MEMORISE must be known from memory.

Modulus and Argument

FormulaStatusNotes
z=a2+b2\vert z\vert = \sqrt{a^2 + b^2}MEMORISENot in formula booklet
z=r(cosθ+isinθ)=rcisθz = r(\cos\theta + i\sin\theta) = r\,\text{cis}\,\thetaGIVENPolar form
z=reiθz = re^{i\theta}GIVENEuler form

Operations in Polar Form

FormulaStatusNotes
z1z2=r1r2cis(θ1+θ2)z_1 z_2 = r_1 r_2 \,\text{cis}(\theta_1 + \theta_2)GIVENMultiplication
z1z2=r1r2cis(θ1θ2)\frac{z_1}{z_2} = \frac{r_1}{r_2}\,\text{cis}(\theta_1 - \theta_2)GIVENDivision

De Moivre’s Theorem

FormulaStatusNotes
(rcisθ)n=rncis(nθ)(r\,\text{cis}\,\theta)^n = r^n\,\text{cis}(n\theta)GIVENPowers
nth roots: w1/n=r1/ncis ⁣(θ+2πkn)w^{1/n} = r^{1/n}\,\text{cis}\!\left(\frac{\theta + 2\pi k}{n}\right)GIVENk=0,1,,n1k = 0, 1, \ldots, n-1

Conjugate and Arithmetic

FormulaStatusNotes
z=abiz^* = a - biMEMORISEConjugate
zz=z2z \cdot z^* = \vert z\vert^2MEMORISEAlways real
z+z=2Re(z)z + z^* = 2\text{Re}(z)MEMORISEAlways real
zz=2iIm(z)z - z^* = 2i\,\text{Im}(z)MEMORISEAlways imaginary

Roots of Unity

FormulaStatusNotes
1+ω+ω2++ωn1=01 + \omega + \omega^2 + \cdots + \omega^{n-1} = 0MEMORISESum of nth roots of unity
ωn=1\omega^n = 1MEMORISEDefinition

Trig Identities via Complex Numbers

FormulaStatusNotes
z+z1=2cosθz + z^{-1} = 2\cos\theta (when z=1\vert z\vert = 1)MEMORISEKey technique
zz1=2isinθz - z^{-1} = 2i\sin\theta (when z=1\vert z\vert = 1)MEMORISEKey technique

Loci

FormulaStatusNotes
za=r\vert z - a\vert = r → CircleMEMORISECentre aa, radius rr
za=zb\vert z - a\vert = \vert z - b\vert → Perpendicular bisectorMEMORISEOf segment abab
arg(za)=θ\arg(z - a) = \theta → RayMEMORISEFrom point aa at angle θ\theta
In the IB exam, you receive a formula booklet. Formulas marked GIVEN above are in it — you don't need to memorise them. But you DO need to know how and when to use them. Formulas marked MEMORISE are NOT in the booklet and must be learned.

IB Formula Booklet — Complex Numbers

Modulus & Polar Form

GIVENz = r(cosθ + i sinθ) = r cis θ
GIVENz = re (Euler form)
MEMORISE|z| = √(a² + b²)
MEMORISEarg(z) — sketch point, use quadrant formula

Polar Multiplication & Division

GIVENz&sub1;z&sub2; = r&sub1;r&sub2; cis(θ&sub1; + θ&sub2;)
GIVENz&sub1;/z&sub2; = (r&sub1;/r&sub2;) cis(θ&sub1; − θ&sub2;)

De Moivre's Theorem

GIVEN(r cis θ)n = rn cis(nθ)
MEMORISEz + 1/z = 2cosθ (when |z|=1)
MEMORISEz − 1/z = 2i sinθ (when |z|=1)

nth Roots

GIVENw1/n = r1/n cis((θ + 2πk)/n), k=0..n-1
MEMORISESum of nth roots of unity = 0
MEMORISE1 + ω + ω² = 0 (cube roots)

Conjugate & Arithmetic

MEMORISEz* = a − bi
MEMORISEz · z* = |z|² (always real)
MEMORISEz + z* = 2Re(z)
MEMORISEz − z* = 2i Im(z)

Loci

MEMORISE|z − a| = r → Circle, centre a, radius r
MEMORISE|z − a| = |z − b| → Perpendicular bisector
MEMORISEarg(z − a) = θ → Ray from a

Vieta's Formulas

MEMORISEz² + az + b = 0: sum = −a, product = b
MEMORISEConjugate root theorem: real coeff → roots come in conjugate pairs

Questions & Answers

Practice questions coming soon.

Check back for exam-style questions with detailed solutions.