Educerie
Level

This whole subtopic is higher level. Nothing in it is on an SL paper.

Educerie · IB Diploma · Mathematics: analysis and approaches

Topic 1 Number and algebra · 1.14 Complex roots, De Moivre's theorem, powers and roots

Level
HL only, the whole subtopic. If you are SL, none of this is on your papers.
Themes (key concepts)
patterns, generalization, validity. The non-real roots of real polynomials follow a pattern (they pair up with their conjugates); De Moivre's theorem is a generalization of the multiplication rule to any power, proved valid by induction and then extended to negative and fractional powers.
The question this unit answers
why do the complex roots of a real polynomial come in pairs, and how do you raise a complex number to a power, or find all of its nth roots?
Where it is examined
Paper 1 (no calculator): given one complex root of a cubic or quartic, find the others or an unknown coefficient (5 to 7 marks); powers such as (1 + i)¹⁰ and roots such as the solutions of z³ = 8i, exactly (5 to 8 marks). Paper 2: roots with non-special angles. Paper 3 and Paper 1 section B: the induction proof of De Moivre's theorem, and multiple-angle identities such as cos 3θ.

What you must be able to do

You must be able toLevelWhat it looks like in the exam
Use the fact that non-real roots of a polynomial with real coefficients occur in conjugate pairsHL only"Given that 2 − i is a root of…, find the other roots" (5 marks)
Form the quadratic factor (z − w)(z − w*) = z² − 2Re(w)z +w² and use it to find unknown coefficients or remaining rootsHL only"Find the values of a and b" for a quartic with a given complex root (6 marks)
State De Moivre's theorem and use it to find powers of a complex numberHL only"Find (1 − √3 i)⁷ in the form a + bi" (4 marks, Paper 1)
Prove De Moivre's theorem by induction for positive integers nHL only"Use mathematical induction to prove that…" (7 marks)
Use De Moivre's theorem for negative and rational exponentsHL onlyFinding z⁻³, or all values of z^(1/n)
Find the n nth roots of a complex number and show them on an Argand diagramHL only"Solve z⁴ = −16" (6 marks); roots of unity as a regular polygon
Use De Moivre's theorem with the binomial theorem to derive multiple-angle identitiesHL only"Show that cos 3θ = 4cos³θ − 3cos θ" (5 marks)

Before you start

You need 1.12 and 1.13: polar and Euler form, the rule "multiply the moduli, add the arguments", and the argument placed in the correct quadrant. You need the binomial theorem from 1.9, polynomial division or comparing coefficients from SL 2 and AHL 2.12 (factor theorem, sum and product of roots), and the structure of a proof by induction from 1.15, which is written out in full in section 4.


1The idea in one paragraph

Two facts carry this subtopic. First, if a polynomial has real coefficients, its non-real roots come in conjugate pairs: if 2 + i is a root, so is 2 − i. That lets you find every root of a cubic or quartic from a single complex one. Second, De Moivre's theorem: multiplying in polar form multiplies moduli and adds arguments, so doing it n times gives (r cis θ)ⁿ = rⁿ cis nθ. Powers of complex numbers become one line of arithmetic. Run the theorem backwards and it finds roots: the equation zⁿ = w has exactly n solutions, spaced evenly round a circle, found by remembering that an argument can have any multiple of 2π added to it.

2Complex roots come in conjugate pairs

You saw in 1.12 that x² − 4x + 13 = 0 has roots 2 ± 3i: a pair of conjugates. This is always true of a polynomial with real coefficients, whatever its degree.

If p(z) is a polynomial with real coefficients and p(w) = 0, then p(w*) = 0. Non-real roots come in conjugate pairs.

Why. Conjugating respects sums and products: (z + w)* = z* + w* and (zw)* = z*w*, so (zⁿ)* = (z*)ⁿ. A real coefficient is its own conjugate. So taking the conjugate of every term of p(w) gives p(w*). If p(w) = 0, then p(w*) = 0* = 0.

The word real is essential. z² − iz + 2 = 0 has roots 2i and −i, which are not conjugates of each other, because the coefficient −i is not real.

Consequences. A real polynomial of odd degree has at least one real root, because the non-real ones use up an even number. A real cubic has either three real roots, or one real root and a conjugate pair. Figure 1 shows the second case: the graph of the cubic crosses the x-axis only once, and the two missing roots are mirror images in the real axis.

Figure 1 · The roots of z³ − 5z² + 9z − 5 = 0 Figure 1 · The roots of z³ − 5z² + 9z − 5 = 0 (a) y = x³ − 5x² + 9x − 5 x y 1 2 3 −2 2 x = 1 (b) all three roots Re Im 1 2 −i i 1 2 + i 2 − i (a) The real graph crosses the x-axis once, at x = 1: that is the only real root. (b) The other two roots, 2 + i and 2 − i, are a conjugate pair, mirror images in the real axis.
Figure 1 · The roots of z³ − 5z² + 9z − 5 = 0

The quadratic factor of a conjugate pair. If w and w* are roots, then (z − w)(z − w*) is a factor, and it has real coefficients:

(z − w)(z − w*) = z2 − (w + w*)z + w w*
= z2 − 2Re(w) z + |w|2

since w + w* = 2Re(w) and ww* = |w|². For w = 2 − i: z² − 4z + 5. You can write it down in one line, which is the fastest route in most questions.

Worked example 1. Paper 1. Given that 2 − i is a root of z³ − 5z² + 9z − 5 = 0, find the other roots.

the coefficients are real, so 2 + i is also a root
quadratic factor: z2 − 2(2)z + |2 − i|2 = z2 − 4z + 5
z3 − 5z2 + 9z − 5 = (z2 − 4z + 5)(z − 1)compare z3 and constant terms: (z2)(z) and 5 × (−1)
check the z2 term: −z2 − 4z2 = −5z2
roots: 2 − i, 2 + i, 1

The first line must say why 2 + i is a root: "the coefficients are real". That sentence is the reasoning mark.

Worked example 2. Paper 1. Given that 1 + 2i is a root of z⁴ − 2z³ + az² − 2z + 5 = 0, where a ∈ ℝ, find a and the other three roots.

real coefficients, so 1 − 2i is also a root
quadratic factor: z2 − 2z + |1 + 2i|2 = z2 − 2z + 5
z4 − 2z3 + az2 − 2z + 5 = (z2 − 2z + 5)(z2 + pz + q)
= z4 + (p − 2)z3 + (q − 2p + 5)z2 + (5p − 2q)z + 5q
z3: p − 2 = −2, so p = 0
constant: 5q = 5, so q = 1
z: 5p − 2q = −2 ✓
z2: a = q − 2p + 5 = 6
other factor z2 + 1 = 0, so z = ±i
roots: 1 + 2i, 1 − 2i, i, −i

The line "z: 5p − 2q = −2 ✓" is a free check: four equations for three unknowns, and the spare one confirms the others. AHL 2.12 gives another route: the sum of the roots of this quartic is 2 and the product is 5.

3De Moivre's theorem

In 1.13 you multiplied two numbers in polar form by multiplying the moduli and adding the arguments. Multiply z = r cis θ by itself and the rule gives z² = r² cis 2θ; again, z³ = r³ cis 3θ; and so on. That is the theorem.

De Moivre's theorem: [r(cos θ + i sin θ)]ⁿ = rⁿ(cos nθ + i sin nθ) = rⁿ cis nθ = rⁿe^(inθ). It is in the formula booklet.

In Euler form it is simply (re^(iθ))ⁿ = rⁿe^(inθ), the law of indices. Figure 2 shows the powers of one number spiralling out: each step multiplies the length by the same factor and turns by the same angle.

Figure 2 · Powers of z = 1.12 cis(π/5) Figure 2 · Powers of z = 1.12 cis(π/5) Re Im z z2 z3 z4 z5 z6 z7 z8 |z| = 1 Each power multiplies the modulus by 1.12 and adds π/5 to the argument, so zⁿ = 1.12ⁿ cis(nπ/5) and the powers spiral outwards. That is De Moivre's theorem.
Figure 2 · Powers of z = 1.12 cis(π/5)

Worked example 3. Paper 1. Find (1 + i)¹⁰ in the form a + bi.

1 + i = √2 cis(π/4)
(1 + i)10 = (√2)10 cis(10π/4) = 32 cis(5π/2)
= 32 cis(π/2)5π/2 − 2π = π/2
= 32i

Expanding (1 + i)¹⁰ with the binomial theorem would take eleven terms. De Moivre takes three lines.

When is a power real? zⁿ is real exactly when its argument nθ is a multiple of π. For z = 1 + i = √2 cis(π/4), zⁿ = (√2)ⁿ cis(nπ/4) is real when nπ/4 is a multiple of π, that is, when n is a multiple of 4. The smallest positive value is n = 4, giving (1 + i)⁴ = 4 cis π = −4.

4Proving De Moivre's theorem by induction

The guide requires the proof for positive integers n. It is the standard induction structure from 1.15, applied to complex numbers. Write P(n) for the statement (cos θ + i sin θ)ⁿ = cos nθ + i sin nθ. (The rⁿ factor follows at once, since (rz)ⁿ = rⁿzⁿ.)

Worked example 4. Prove by mathematical induction that (cos θ + i sin θ)ⁿ = cos nθ + i sin nθ for all n ∈ ℤ⁺.

Base case, n = 1: LHS = (cos θ + i sin θ)1 = cos θ + i sin θ = RHS, so P(1) is true
Assume P(k) true for some k ∈ ℤ⁺: (cos θ + i sin θ)k = cos kθ + i sin kθ
Consider n = k + 1:
(cos θ + i sin θ)k+1 = (cos θ + i sin θ)k (cos θ + i sin θ)
= (cos kθ + i sin kθ)(cos θ + i sin θ)by the assumption
= cos kθ cos θ − sin kθ sin θ + i(sin kθ cos θ + cos kθ sin θ)i2 = −1
= cos(kθ + θ) + i sin(kθ + θ)compound angle formulae
= cos(k + 1)θ + i sin(k + 1)θ, so P(k + 1) is true

Conclusion. P(1) is true, and P(k) true implies P(k + 1) true. So, by the principle of mathematical induction, P(n) is true for all n ∈ ℤ⁺.

Every line of that is worth marks: the base case shown (not just "true for n = 1"), the assumption stated with "for some k", the step using the assumption visibly, the compound angle formulae named, and the conclusion written out. Section 1.15 explains why each is required.

5Negative and rational exponents

Negative integers. Since 1/(r cis θ) = (1/r) cis(−θ), from 1.13, a negative power is a positive power of that reciprocal:

z−n = (1/z)n = (r−1 cis(−θ))n = r−n cis(−nθ)

So De Moivre's theorem holds for every integer n. For example (√3 − i)⁻³: √3 − i = 2 cis(−π/6), so (√3 − i)⁻³ = 2⁻³ cis(π/2) = i/8.

Rational exponents. Put n = 1/q and the theorem says (r cis θ)^(1/q) = r^(1/q) cis(θ/q). That is a qth root: raise it to the power q and you get r cis θ back. But it is not the only one, because the argument of w is not unique. r cis θ = r cis(θ + 2π) = r cis(θ + 4π) = …, and dividing each of those arguments by q gives a different answer. This is the extension to rational exponents that the guide names, and it is exactly the method for finding roots.

6The nth roots of a complex number

To solve zⁿ = w, write w in polar form with every possible argument, then take the nth root. Figure 5, at the end of this section, sets out the four steps.

Worked example 5. Paper 1. Solve z³ = 8i, giving your answers in the form a + bi.

8i = 8 cis(π/2 + 2πk), k ∈ ℤ
z = 81/3 cis((π/2 + 2πk)/3) = 2 cis(π/6 + 2πk/3)
k = 0: 2 cis(π/6) = 2(√3/2 + i/2) = √3 + i
k = 1: 2 cis(5π/6) = 2(−√3/2 + i/2) = −√3 + i
k = 2: 2 cis(3π/2) = 2 cis(−π/2) = −2i

k = 3 gives 2 cis(13π/6) = 2 cis(π/6) again, so there are exactly three roots. Check one: (−2i)³ = −8i³ = −8(−i) = 8i.

Figure 3 shows what always happens. The n roots of zⁿ = w all have the same modulus, |w|^(1/n), so they lie on one circle; and consecutive arguments differ by 2π/n, so they are evenly spaced, forming a regular n-sided polygon centred on the origin.

Figure 3 · The three cube roots of 8i Figure 3 · The three cube roots of 8i Re Im −2 2 −2i 2i √3 + i −√3 + i −2i 2π/3 All three have modulus ∛8 = 2 and sit 2π/3 apart on the circle of radius 2, at arguments π/6, 5π/6 and −π/2. Joined up they make an equilateral triangle.
Figure 3 · The three cube roots of 8i

zⁿ = R cis φ has exactly n roots: z = R^(1/n) cis((φ + 2πk)/n), for k = 0, 1, …, n − 1. They lie on a circle of radius R^(1/n), 2π/n apart.

Roots of unity. The roots of zⁿ = 1 are the nth roots of unity. Since 1 = cis(2πk):

z = cis(2πk/n), k = 0, 1, …, n − 1

Writing ω = cis(2π/n), the roots are 1, ω, ω², …, ωⁿ⁻¹, the corners of a regular n-gon inscribed in the unit circle, one corner at 1. Figure 4 draws the fifth roots of unity.

Figure 4 · The fifth roots of unity Figure 4 · The fifth roots of unity Re Im 1 ω ω2 ω3 ω4 2π/5 zⁿ = 1 has n roots, 1, ω, ω², …, ωⁿ⁻¹, where ω = cis(2π/n). They are the corners of a regular n-gon inscribed in the unit circle, and they add up to zero. Here n = 5 and ω = cis(2π/5).
Figure 4 · The fifth roots of unity

They add up to zero. 1 + ω + ω² + … + ωⁿ⁻¹ is a geometric series with ratio ω ≠ 1, so its sum is (ωⁿ − 1)/(ω − 1) = (1 − 1)/(ω − 1) = 0. Geometrically, the arrows from the centre of a regular polygon to its corners balance. For the cube roots of unity, 1 + ω + ω² = 0 is used constantly: it lets you simplify any expression in ω.

Figure 5 · Solving zⁿ = w in four steps Figure 5 · Solving zⁿ = w in four steps 1 · Polar form w = R cis φ 2 · Add 2πk w = R cis(φ + 2πk) 3 · Take the nth root z = R1/n cis((φ + 2πk)/n) 4 · k = 0, 1, …, n − 1 n different roots The +2πk in step 2 is the whole trick: without it you find one root and miss the other n − 1.
Figure 5 · Solving zⁿ = w in four steps

On Paper 2 the argument will often not be a special angle. The method is identical; give the roots in polar form with the modulus and arguments to 3 s.f., and check the arguments are in the range the question asks for.

7Multiple-angle identities

The guide links De Moivre's theorem to the compound angle identities of AHL 3.10. Expand (cos θ + i sin θ)ⁿ two ways, by De Moivre and by the binomial theorem, and equate real and imaginary parts. Write c = cos θ and s = sin θ.

Worked example 6. Show that cos 3θ = 4cos³θ − 3cos θ.

De Moivre: (c + is)3 = cos 3θ + i sin 3θ
binomial: (c + is)3 = c3 + 3c2(is) + 3c(is)2 + (is)3
= c3 + 3ic2 s − 3cs2 − is3
= (c3 − 3cs2) + i(3c2 s − s3)
real parts: cos 3θ = c3 − 3cs2
= c3 − 3c(1 − c2)s2 = 1 − c2
= 4c3 − 3c = 4cos3 θ − 3cos θ

Equating the imaginary parts gives sin 3θ = 3c²s − s³, which becomes 3 sin θ − 4 sin³θ using c² = 1 − s²; that is Q4 of Try it.

A related Paper 3 idea: if z = cis θ then zⁿ + z⁻ⁿ = cis nθ + cis(−nθ) = 2cos nθ. Expanding (z + 1/z)³ = (2cos θ)³ then writes cos³θ in terms of cos 3θ and cos θ: cos³θ = ¼(cos 3θ + 3cos θ).

8Where marks are lost

Not saying why the conjugate is a root. "Since the coefficients are real, 2 + i is also a root" earns the R mark. Writing 2 + i with no reason does not.

Using the conjugate root theorem when the coefficients are not real. It fails for z² − iz + 2 = 0. Check the coefficients first.

Stopping after one root. zⁿ = w has n roots. Forgetting the +2πk gives only one, and loses most of the marks.

Too many roots, or repeated ones. Take k = 0 to n − 1 only; k = n repeats k = 0.

Leaving arguments outside the range. 2 cis(3π/2) is correct but should be given as 2 cis(−π/2) if −π < θ ≤ π is asked for, and −2i in Cartesian form.

Multiplying the modulus by n instead of raising it to the power n. (√2 cis(π/4))¹⁰ has modulus (√2)¹⁰ = 32, not 10√2.

An induction proof with a missing part. The base case must be shown, the assumption must say "for some k", the step must use the assumption, and the final sentence must be written. Each of the four is a separate mark.

Losing the i when expanding (c + is)³. (is)² = −s² and (is)³ = −is³. Write the powers of i out before collecting.

9Work it right

  1. For a polynomial with a given complex root, check the coefficients are real, then write "so w* is also a root".
  2. Write the quadratic factor directly as z² − 2Re(w)z + |w|², then find the rest by comparing coefficients or dividing.
  3. For a power, convert to polar form, apply De Moivre, bring the argument back into range, then convert to a + bi if asked.
  4. For roots, write w = R cis(φ + 2πk), divide the argument by n, and list k = 0 to n − 1. Check one root by raising it to the power n.
  5. Sketch the roots: they should form a regular n-gon on a circle of radius R^(1/n).
  6. For an induction proof: base case shown, assumption for some k, step using the assumption and the compound angle formulae, concluding sentence.
  7. For an identity, expand (c + is)ⁿ by the binomial theorem, equate real parts for cos nθ and imaginary parts for sin nθ, then use c² + s² = 1.

10Try it

Marks in brackets. Q1 to Q5 are Paper 1 style (no calculator). Q6 is Paper 2 style.

Q1. Given that 3 + i is a root of z³ − 8z² + 22z − 20 = 0, find the other two roots. 5 marks

Q2.

(a) Find (1 − √3 i)⁷ in the form a + bi. 4 marks

(b) Find the smallest positive integer n for which (1 + √3 i)ⁿ is real, and the value of (1 + √3 i)ⁿ for that n. 3 marks

Q3. Solve z⁴ = −16, giving your answers in the form a + bi, and show them on an Argand diagram. 6 marks

Q4. Use De Moivre's theorem to show that sin 3θ = 3 sin θ − 4 sin³θ. 5 marks

Q5. Let ω = cis(2π/3).

(a) Show that ω is a root of z³ = 1. 1 mark

(b) Show that 1 + ω + ω² = 0. 3 marks

(c) Hence find the value of (1 + ω)(1 + ω²). 2 marks

Q6. Paper 2. Find the five roots of z⁵ = 3 + 4i, giving each in the form r cis θ, where r > 0 and −π < θ ≤ π. 5 marks

11In one breath

If a polynomial has real coefficients, its non-real roots come in conjugate pairs, because conjugating p(w) = 0 gives p(w*) = 0; so a real cubic has one or three real roots, and a known root w gives the real quadratic factor z² − 2Re(w)z + |w|², from which the other roots and any unknown coefficients follow by comparing coefficients. De Moivre's theorem, (r cis θ)ⁿ = rⁿ cis nθ, turns powers into one line; it is proved for positive integers by induction using the compound angle formulae, and holds for negative integers through 1/z = r⁻¹cis(−θ). For rational powers and roots, write w = R cis(φ + 2πk): the n roots of zⁿ = w are R^(1/n) cis((φ + 2πk)/n) for k = 0 to n − 1, evenly spaced on a circle as a regular n-gon, and the nth roots of unity add up to zero. Expanding (cos θ + i sin θ)ⁿ by the binomial theorem and equating parts gives identities such as cos 3θ = 4cos³θ − 3cos θ.


Answers

Q1. The coefficients are real, so 3 − i is also a root. Quadratic factor: z² − 6z + (9 + 1) = z² − 6z + 10. Then z³ − 8z² + 22z − 20 = (z² − 6z + 10)(z − 2), since the z³ terms match and 10 × (−2) = −20; check z²: −2z² − 6z² = −8z². So the third root is z = 2. R1 for "coefficients real, so 3 − i is a root", A1 for 3 − i, M1 for the quadratic factor, M1 for dividing or comparing coefficients, A1 for z = 2.

Q2. (a) 1 − √3 i = 2 cis(−π/3). (1 − √3 i)⁷ = 2⁷ cis(−7π/3) = 128 cis(−π/3) = 128(½ − (√3/2)i) = 64 − 64√3 i. (b) 1 + √3 i = 2 cis(π/3), so (1 + √3 i)ⁿ = 2ⁿ cis(nπ/3), real when nπ/3 is a multiple of π. Smallest n = 3, value 8 cis π = −8. (a) A1 for the polar form, M1 for De Moivre, A1 for reducing −7π/3 to −π/3, A1 for 64 − 64√3 i. (b) M1 for nπ/3 = kπ, A1 for n = 3, A1 for −8.

Q3. −16 = 16 cis(π + 2πk). z = 16^(1/4) cis((π + 2πk)/4) = 2 cis(π/4 + kπ/2), k = 0, 1, 2, 3. Arguments π/4, 3π/4, 5π/4 = −3π/4, 7π/4 = −π/4. So z = √2 + √2 i, −√2 + √2 i, −√2 − √2 i, √2 − √2 i. On the Argand diagram they are the corners of a square on the circle of radius 2, one in each quadrant. M1 for −16 in polar form with 2πk, A1 for modulus 2, A1 for the four arguments, A1 for the roots in a + bi form, A1 A1 for the diagram (four points on a circle of radius 2 at 45°, 135°, 225°, 315°). One root only scores A1 at most.

Q4. By De Moivre, (c + is)³ = cos 3θ + i sin 3θ. By the binomial theorem, (c + is)³ = c³ + 3ic²s − 3cs² − is³. Equating imaginary parts: sin 3θ = 3c²s − s³ = 3(1 − s²)s − s³ = 3s − 4s³ = 3 sin θ − 4 sin³θ, as required. M1 for De Moivre, M1 for the binomial expansion, A1 for the expansion correctly simplified with powers of i, M1 for equating imaginary parts, A1 for using c² = 1 − s² to reach the result (AG).

Q5. (a) ω³ = cis(3 × 2π/3) = cis 2π = 1. (b) ω³ − 1 = 0 factorises as (ω − 1)(ω² + ω + 1) = 0, and ω ≠ 1, so ω² + ω + 1 = 0. (c) (1 + ω)(1 + ω²) = 1 + ω² + ω + ω³ = (1 + ω + ω²) + ω³ = 0 + 1 = 1. (a) A1 using De Moivre (AG). (b) M1 for the factorisation (or the geometric series sum), R1 for ω ≠ 1, A1 (AG). (c) M1 for expanding and using ω³ = 1, A1 for 1.

Q6. |3 + 4i| = 5 and arg(3 + 4i) = arctan(4/3) ≈ 0.9273. z = 5^(1/5) cis((0.9273 + 2πk)/5), with 5^(1/5) ≈ 1.38. Arguments for k = 0 to 4: 0.185, 1.44, 2.70, 3.96, 5.21; the last two are outside the range, so subtract 2π: −2.33 and −1.07. z ≈ 1.38 cis 0.185, 1.38 cis 1.44, 1.38 cis 2.70, 1.38 cis(−2.33), 1.38 cis(−1.07). A1 for modulus 5 and argument 0.927, M1 for the 2πk/5 structure, A1 for r = 1.38, A1 for three arguments correct, A1 for all five in range.


Educerie · written from the published IB Diploma Programme Mathematics: analysis and approaches guide, first assessment 2021, section AHL 1.14 Complex conjugate roots, De Moivre's theorem, powers and roots of complex numbers. Original text, examples and questions. Diagrams drawn by Educerie. Last reviewed 25 September 2026.

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