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IB Diploma Mathematics: Analysis & Approaches HL · Complex Numbers
Mini-Lesson

Complex Numbers

3 missions. Guess, learn, then check. Your place is saved.

  1. Mission 1x² = −1 has no real solution. Is inventing one just cheating?
  2. Mission 2Why does multiplying by i rotate a point by 90°?
  3. Mission 3A real cubic has root 2 + i. What other root is guaranteed?
Mission 1

x² = −1 has no real solution. Is inventing one just cheating?

Make a guess: x² = −1 has no real solution. Is inventing one just cheating?

Number and algebra · complex numbers

The number i and Cartesian form

  • Define i by i² = −1. Then square roots of negatives exist: √(−16) = √16 i = 4i.
  • A complex number in Cartesian form is z = a + bi with a, b ∈ ℝ.
  • a is the real part, Re(z) = a. b is the imaginary part, Im(z) = b: a real number, with no i.
  • Real numbers have b = 0; purely imaginary numbers have a = 0.
  • Two complex numbers are equal only if their real parts are equal and their imaginary parts are equal.
Quick check
?What is Im(3 − 5i)?
Number and algebra · complex numbers

Arithmetic and the conjugate

  • Add or subtract: combine real parts and imaginary parts separately.
  • Multiply: expand the brackets as usual, then replace i² with −1.
  • The complex conjugate of z = a + bi is z^(*) = a − bi. Then zz^(*) = a² + b², which is real.
  • Divide: multiply the top and bottom by the conjugate of the denominator, so the denominator becomes real.
Worked example Number and algebra · complex numbers

A product and a quotient

Question
Let z = 2 − i and w = 7 + 4i. Find w/z in the form a + bi.
  1. 1
    Multiply top and bottom by z^(*) = 2 + i: ((7 + 4i)(2 + i))/((2 − i)(2 + i))
  2. 2
    Expand the top: 14 + 7i + 8i + 4i² = 14 + 15i − 4 = 10 + 15i
  3. 3
    Expand the bottom: 4 − i² = 4 + 1 = 5
  4. 4
    Divide each part by 5: (10 + 15i)/5 = 2 + 3i
Answer
w/z = 2 + 3i. Check: (2 + 3i)(2 − i) = 4 − 2i + 6i − 3i² = 7 + 4i.
⚠️ Watch out
the bottom is 4 − i² = 5, not 4 − 1 = 3. Replace i² with −1 every time it appears.
Calculate
?Find the real part of (4 + 3i)(2 − 5i).
Number and algebra · complex numbers

The Argand diagram and modulus

Complex number z and its conjugate−11234−3−2−1123OReIm|z|argzzz∗
  • On an Argand diagram (the complex plane), z = a + bi is the point (a, b): real axis across, imaginary axis up.
  • The modulus |z| = √(a² + b²) is the distance from the origin to the point. For example, |3 + 4i| = 5.
  • The argument arg z is the angle from the positive real axis to the point (used in the next mission).
  • z^(*) is the reflection of z in the real axis.
  • Adding complex numbers adds them like vectors, so |z₁ − z₂| is the distance between the points z₁ and z₂.
Calculate
?The points P and Q on an Argand diagram represent z₁ = 2 + 3i and z₂ = 5 − i. Find the distance PQ.
Worked example Number and algebra · complex numbers

A quadratic with a negative discriminant

Question
Solve z² + 4z + 13 = 0.
  1. 1
    Find the discriminant: b² − 4ac = 16 − 52 = −36, which is negative
  2. 2
    Use the quadratic formula: z = (−4 ± √(−36))/2
  3. 3
    Write the root of the negative: √(−36) = 6i
  4. 4
    Simplify: z = (−4 ± 6i)/2 = −2 ± 3i
Answer
z = −2 + 3i or z = −2 − 3i, a pair of complex conjugates.
⚠️ Watch out
the graph of y = x² + 4x + 13 does not meet the x-axis, but the equation still has two complex roots.
Calculate
?The equation z² + bz + c = 0, where b, c ∈ ℝ, has a root 1 + 2i. Find the value of c.
Mission check

?x² = −1 has no real solution. Is inventing one just cheating?
Mission 2

Why does multiplying by i rotate a point by 90°?

Make a guess: Why does multiplying by i rotate a point by 90°?

Number and algebra · complex numbers

Modulus–argument form

Modulus and argumentOReImrθzab
  • Any z ≠ 0 is fixed by its modulus r = |z| and argument θ = arg z, the angle from the positive real axis.
  • Polar form: z = r(cos θ + isin θ) = r cis θ. Euler form (also called exponential form): z = re^iθ.
  • Converting: a = rcos θ, b = rsin θ, and r = √(a² + b²).
  • Find θ from a sketch: work out the acute angle from tan α = |b/a|, then place it in the right quadrant. The principal argument is −π < θ ≤ π.
Worked example Number and algebra · complex numbers

Converting to polar and Euler form

Question
Write z = −1 + √3 i in the form re^iθ, where r > 0 and −π < θ ≤ π.
  1. 1
    Modulus: r = √((−1)² + (√3)²) = √4 = 2
  2. 2
    Sketch: real part negative, imaginary part positive, so z is in the second quadrant
  3. 3
    Acute angle with the real axis: tan α = (√3)/1, so α = π/3
  4. 4
    Second quadrant: θ = π − π/3 = 2π/3
Answer
z = 2e^(2π/3 i) = 2 cis 2π/3
⚠️ Watch out
arctan ((√3)/(−1)) = −π/3 puts the point in the fourth quadrant. Always check the quadrant with a sketch.
Quick check
?What is the principal argument of −2 − 2i?
Number and algebra · complex numbers

Multiplying and dividing in Euler form

  • Multiply: r₁e^iθ₁ × r₂e^iθ₂ = r₁ r₂ e^(i(θ₁ + θ₂)): multiply the moduli, add the arguments.
  • Divide: (r₁e^iθ₁)/(r₂e^iθ₂) = r₁/r₂ e^(i(θ₁ − θ₂)): divide the moduli, subtract the arguments.
  • Geometrically, multiplying by w stretches by |w| and rotates by arg w about the origin.
  • Adjust the final argument by ± 2π to bring it into −π < θ ≤ π.
Calculate
?z = 6e^(5π/6 i) and w = 2e^(π/3 i). Find the principal argument of zw, in radians, to 3 significant figures.
Worked example Number and algebra · complex numbers

A power using polar form

Question
Find (1 + i)⁶ in the form a + bi.
  1. 1
    Convert: |1 + i| = √2 and arg(1 + i) = π/4, so 1 + i = √2 e^(π/4 i)
  2. 2
    Raise the modulus to the power 6 and multiply the argument by 6 (De Moivre's theorem): (√2)⁶ e^(6π/4 i) = 8e^(3π/2 i)
  3. 3
    Bring the argument into range: 3π/2 − 2π = −π/2
  4. 4
    Convert back: 8(cos (−π/2) + isin (−π/2)) = −8i
Answer
(1 + i)⁶ = −8i
⚠️ Watch out
the modulus is raised to the power ((√2)⁶ = 8), not multiplied by 6.
Calculate
?Let z = 1 − √3 i. Find the real part of z⁵.
Number and algebra · complex numbers

nth roots of a complex number

  • De Moivre's theorem also works for rational powers, which gives roots.
  • Write the number with every possible argument: w = re^(i(θ + 2kπ)), k ∈ ℤ.
  • The solutions of zⁿ = w are z = r^(1/n) e^(i(θ + 2kπ)/n) for k = 0, 1, …, n − 1: exactly n roots.
  • The roots all have modulus r^(1/n) and are spaced 2π/n apart: they form a regular n-gon centred at the origin.
Worked example Number and algebra · complex numbers

The cube roots of 8i

Cube roots on a circle−3−2−112−3−2−1123OReIm3+i−3+i−2i
Question
Solve z³ = 8i, giving your answers in the form a + bi.
  1. 1
    Write 8i in Euler form with a general argument: 8i = 8e^(i(π/2 + 2kπ))
  2. 2
    Take the cube root of the modulus and divide the argument by 3: z = 2e^(i(π/6 + 2kπ/3))
  3. 3
    Use k = 0, 1, 2: arguments π/6, 5π/6, 3π/2 (which is −π/2)
  4. 4
    Convert each: 2 cis π/6 = √3 + i, 2 cis 5π/6 = −√3 + i, 2 cis(−π/2) = −2i
Answer
z = √3 + i, −√3 + i or −2i
⚠️ Watch out
using only θ = π/2 gives one root. Add 2kπ before dividing to get all three.
Mission check

?Why does multiplying by i rotate a point by 90°?
Mission 3

A real cubic has root 2 + i. What other root is guaranteed?

Make a guess: A real cubic has root 2 + i. What other root is guaranteed?

Number and algebra · complex numbers

Conjugate roots of real polynomials

Roots of a real cubic−11234−3−2−1123OReIm3+2i3−2i−1roots of a real cubic
  • If p(z) has real coefficients and p(w) = 0, then p(w^(*)) = 0: non-real roots come in conjugate pairs.
  • Why: the conjugate of a sum is the sum of conjugates, and of a product the product of conjugates. Real coefficients are unchanged by conjugating, so (p(w))^(*) = p(w^(*)), and 0^(*) = 0.
  • The pair w = a ± bi gives a real quadratic factor: (z − w)(z − w^(*)) = z² − 2az + (a² + b²).
  • So a real cubic always has at least one real root.
Worked example Number and algebra · complex numbers

Solving a cubic from one complex root

Question
Given that 2 + i is a root of z³ − 7z² + 17z − 15 = 0, find the other roots.
  1. 1
    Real coefficients, so 2 − i is also a root
  2. 2
    Build the quadratic factor: (z − 2 − i)(z − 2 + i) = (z − 2)² − i² = z² − 4z + 5
  3. 3
    Find the linear factor by comparing the z³ and constant terms: (z² − 4z + 5)(z − 3)
  4. 4
    Check the middle terms: −3z² − 4z² = −7z² and 12z + 5z = 17z
Answer
the roots are 2 + i, 2 − i and 3.
⚠️ Watch out
(z − 2)² − i² = (z − 2)² + 1, not (z − 2)² − 1.
Quick check
?A polynomial with real coefficients has a root 1 − 3i. Which is a quadratic factor of the polynomial?
Calculate
?The equation z³ + pz² + qz − 10 = 0, where p, q ∈ ℝ, has a root 1 + 2i. Find the value of q.
Number and algebra · complex numbers

De Moivre's theorem by induction

  • De Moivre's theorem: (cos θ + isin θ)ⁿ = cos nθ + isin nθ.
  • Proof for n ∈ ℤ⁺ by induction: true for n = 1. Assume true for n = k, then multiply both sides by cos θ + isin θ.
  • Expand and use compound angle identities to reach cos (k+1)θ + isin (k+1)θ, so true for n = k + 1.
  • Conclude: true for n = 1, and true for k implies true for k + 1, so true for all n ∈ ℤ⁺.
  • It also holds for negative integers n, and with rational n it gives roots: cos θ/k + isin θ/k is one of the kth roots of cos θ + isin θ.
Quick check
?In the inductive step, the real part of (cos kθ + isin kθ)(cos θ + isin θ) is cos kθcos θ − sin kθsin θ. This equals:
Number and algebra · complex numbers

Multiple-angle identities

  • Write c = cos θ, s = sin θ. By De Moivre, cos 3θ + isin 3θ = (c + is)³.
  • Expand with the binomial theorem: (c + is)³ = c³ + 3ic²s − 3cs² − is³.
  • Equate real parts: cos 3θ = c³ − 3cs². With s² = 1 − c², this gives cos 3θ = 4cos³θ − 3cos θ.
  • Equate imaginary parts to get sin 3θ.
Worked example Number and algebra · complex numbers

An identity for sin 3θ

Question
Use De Moivre's theorem to show that sin 3θ = 3sin θ − 4sin³θ.
  1. 1
    De Moivre: cos 3θ + isin 3θ = (c + is)³ = c³ + 3ic²s − 3cs² − is³
  2. 2
    Equate imaginary parts: sin 3θ = 3c²s − s³
  3. 3
    Replace c² using c² = 1 − s²: sin 3θ = 3(1 − s²)s − s³
  4. 4
    Simplify: 3s − 3s³ − s³ = 3s − 4s³
Answer
sin 3θ = 3sin θ − 4sin³θ, as required.
⚠️ Watch out
(is)³ = i³s³ = −is³. Losing the minus sign gives 3s − 2s³.
Calculate
?Use De Moivre's theorem to write cos 4θ in the form acos⁴θ + bcos²θ + d. Find the value of b.
Mission check

?A cubic with real coefficients has root 2 + i. What other root is guaranteed?
Recap

Big ideas

  • z = a + bi with i² = −1: Re(z) = a, Im(z) = b, conjugate z^(*) = a − bi, modulus |z| = √(a² + b²).
  • Multiply by expanding and using i² = −1; divide by multiplying top and bottom by the conjugate of the denominator.
  • On the Argand diagram z is the point (a, b); a real quadratic with b² − 4ac < 0 has a conjugate pair of complex roots.
  • z = r(cos θ + isin θ) = r cis θ = re^iθ: find r by Pythagoras and θ from a sketch, with −π < θ ≤ π.
  • Multiply moduli and add arguments; divide moduli and subtract arguments; for powers, (re^iθ)ⁿ = rⁿe^inθ. Multiplying by w is a stretch by |w| and a rotation by arg w.
  • The n roots of zⁿ = w have modulus r^(1/n) and arguments (θ + 2kπ)/n: a regular n-gon.
  • A polynomial with real coefficients has its non-real roots in conjugate pairs; a ± bi gives the real factor z² − 2az + a² + b².
  • De Moivre's theorem, (cos θ + isin θ)ⁿ = cos nθ + isin nθ, is proved for positive integers by induction using compound angle identities.
  • Expand (c + is)ⁿ and equate real or imaginary parts to get identities for cos nθ and sin nθ.
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You've worked through Complex Numbers for IB Diploma Mathematics: Analysis & Approaches HL. 🎉

  1. Mission 1x² = −1 has no real solution. Is inventing one just cheating?
  2. Mission 2Why does multiplying by i rotate a point by 90°?
  3. Mission 3A real cubic has root 2 + i. What other root is guaranteed?

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Specification points and sources for this lesson are listed at the bottom of the page.

Sources (3)

The specification points and sources behind this lesson.

  1. 1 IB Mathematics: analysis and approaches guide (first assessment 2021), AHL 1.12, 1.13, 1.14
  2. 2 IB Mathematics: analysis and approaches guide (first assessment 2021), AHL 1.13, 1.14
  3. 3 IB Mathematics: analysis and approaches guide (first assessment 2021), AHL 1.14, 1.15, 2.12, 3.10