Number and algebra: IB Maths AA HL knowledge organiser
Everything to know about number and algebra on one page: key definitions, the formulas, a worked example, the mistakes to avoid and a checklist of what you should be able to do.
Key definitions
- Complex number
- z = a + bi, where i² = −1; a is the real part and b the imaginary part.
- Modulus and argument
- |z| is the distance of z from the origin on an Argand diagram; arg z is the angle it makes with the positive real axis.
- Proof by induction
- Show a statement is true for the first case, then that true for n = k means true for n = k + 1.
- Permutation
- An arrangement where order matters: ⁿPᵣ = n!/(n − r)!.
Key formulas
Formulas marked with a label are given in the exam (we only say so where our formula sheet confirms it). Learn the rest.
| ArithmeticIn the formula booklet | \(u_n=u_1+(n-1)d,\) \(S_n=\tfrac n2\big(2u_1+(n-1)d\big)=\tfrac n2(u_1+u_n)\) |
| GeometricIn the formula booklet | \(u_n=u_1r^{n-1},\) \(S_n=\frac{u_1(1-r^n)}{1-r},\) \(S_\infty=\frac{u_1}{1-r}\ (|r|<1)\) |
| Compound interestIn the formula booklet | \(FV=PV\left(1+\tfrac{r}{100k}\right)^{kn}\) |
| Exponents & logsIn the formula booklet | \(a^x=b\iff x=\log_ab,\) \(a^x=e^{x\ln a},\) \(\log_aa^x=x=a^{\log_ax}\) |
| Log lawsIn the formula booklet | \(\log_axy=\log_ax+\log_ay,\) \(\log_a\tfrac xy=\log_ax-\log_ay,\) \(\log_ax^m=m\log_ax\) |
| Change of baseIn the formula booklet | \(\log_ba=\frac{\log_ca}{\log_cb}\) |
| Binomial, \(n\in\mathbb N\)In the formula booklet | \((a+b)^n=\sum_{r=0}^n\tbinom nra^{n-r}b^r,\) \(\tbinom nr=\frac{n!}{r!(n-r)!}\) |
| PermutationsIn the formula booklet | \({}^nP_r=\frac{n!}{(n-r)!}\) |
| Binomial, \(n\in\mathbb Q\), \(|x|<1\)In the formula booklet | \((1+x)^n=1+nx+\frac{n(n-1)}{2!}x^2+\cdots\) |
| \((a+bx)^n=a^n\left(1+\tfrac bax\right)^n\), valid for \(|x|<\left|\tfrac ab\right|\) | |
| Partial fractions | \(\frac{px+q}{(x-a)(x-b)}=\frac{A}{x-a}+\frac{B}{x-b}\) |
| Complex numbersIn the formula booklet | \(z=a+bi=r(\cos\theta+i\sin\theta)=re^{i\theta}=r\,\mathrm{cis}\,\theta\) |
| Modulus, argument, conjugate | \(r=|z|=\sqrt{a^2+b^2},\) \(\tan\theta=\tfrac ba,\) \(z^*=a-bi,\) \(zz^*=|z|^2\) |
| Products | \(|z_1z_2|=|z_1||z_2|,\) \(\arg(z_1z_2)=\arg z_1+\arg z_2,\) \(\arg\tfrac{z_1}{z_2}=\arg z_1-\arg z_2\) |
| De MoivreIn the formula booklet | \(\big[r(\cos\theta+i\sin\theta)\big]^n=r^n(\cos n\theta+i\sin n\theta)=r^ne^{in\theta}\) |
| \(n\)th roots of \(re^{i\theta}\) | \(r^{1/n}e^{i(\theta+2\pi k)/n},\) \(k=0,1,\dots,n-1\) |
More formulas are on the full IB Maths AA HL formula sheet.
Worked example
Write z = 1 + i√3 in the form re^(iθ) and hence find z³.
- r = √(1² + (√3)²) = 2 and θ = arctan(√3/1) = π/3
- z = 2e^(iπ/3), so z³ = 2³e^(iπ) = 8 × (−1)
Answer: z = 2e^(iπ/3) and z³ = −8
Common mistakes
- Proof by induction: weak structure and "let n = k"
- Complex numbers and polynomials: conjugate roots, all the roots, general solutions
- Confusing common difference d with common ratio r
- Using the arithmetic sum formula for a geometric series
More on what examiners see students get wrong: Examiner Insights.
You should be able to…
- Recognise an arithmetic sequence from its common difference and use uₙ = u₁ + (n − 1)d to find a term, the first term or the number of terms.
- Simplify with the laws of exponents, including negative and fractional powers, and solve exponential equations by matching bases or taking logarithms.
- Expand expressions such as (1 + x)⁻¹ and (4 − x)^(1/2) as infinite series, stating the values of x for which each expansion is valid.
- Plot complex numbers on an Argand diagram, find the modulus and argument, and convert between Cartesian and r(cos θ + i sin θ) forms.
- Count arrangements with restrictions, such as items together, apart or in fixed positions, using ⁿPᵣ and ⁿCᵣ.
- Prove results such as the irrationality of √2 by contradiction, and disprove false statements by finding a single counterexample.
The printable sheet

Revise it next
- IB Maths AA HL revision notes: Number and algebra
- Practise number and algebra questions
- Skill Builders
- IB Maths AA HL formula sheet (PDF)
Other IB Maths AA HL topics: Functions · Geometry and trigonometry · Statistics and probability · Calculus · All IB Maths AA HL organisers