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Topic 12

Series

Syllabus 12.1–12.5 · Papers 1 and 2

🎯What you need to be able to do

  • Expand \( (a + b)^{n} \) for a positive integer \(n\), simplifying the coefficients.
  • Use the general term \( \binom{n}{r}a^{n - r}b^{r} \) to find a particular coefficient, including the term independent of \(x\).
  • Recognise arithmetic and geometric progressions and explain the difference.
  • Use the \(n\)th term and sum formulas for both, including in context.
  • State when a geometric progression has a sum to infinity, explain why, and find it.

📚The mathematics

The binomial theorem

\[ (a + b)^{n} = a^{n} + \binom{n}{1}a^{n - 1}b + \binom{n}{2}a^{n - 2}b^{2} + \cdots + \binom{n}{r}a^{n - r}b^{r} + \cdots + b^{n} \]

This is in the List of formulas. The coefficients \( \binom{n}{r} \) are the rows of Pascal’s triangle, which is quicker for small \(n\) on Paper 1. Two habits prevent almost every error: put \(b\) in a bracket with its sign, so \( \left(-\tfrac{x}{4}\right)^{2} \) is \( +\tfrac{x^{2}}{16} \), and raise the whole bracket to the power, coefficient and all.

Pascal's triangle from row 0 to row 6. Each entry is the sum of the two above it; row 6, 1 6 15 20 15 6 1, is highlighted as the coefficients used for a power of 6.
Row \(n\) gives the coefficients of \( (a + b)^{n} \). Row 6 is used in the worked example.

The general term

The term containing \( b^{r} \) is \( \binom{n}{r}a^{n - r}b^{r} \). To find a specific power of \(x\), write the general term, collect the powers of \(x\) into one exponent in terms of \(r\), and solve for \(r\). The term independent of \(x\) is the one where that exponent is zero. It is a number: give it as one.

For a product such as \( (1 + 3x)(2 - \tfrac{x}{4})^{6} \), find the few terms of the expansion that can combine to give the power you want, and add the products.

Arithmetic and geometric progressions

AP: add \(d\) each time; \( u_{n} = a + (n - 1)d \); \( S_{n} = \tfrac{1}{2}n\{2a + (n - 1)d\} = \tfrac{1}{2}n(a + l) \)
GP: multiply by \(r\) each time; \( u_{n} = ar^{n - 1} \); \( S_{n} = \dfrac{a(1 - r^{n})}{1 - r} \)

These are all in the List of formulas. To show a sequence is an AP, show the differences are equal; for a GP, show the ratios are. For “find the least \(n\)” with a GP, the inequality ends in \( r^{n} < \ldots \); take logs, and remember that dividing by \( \ln r \) (negative when \( 0 < r < 1 \)) reverses the inequality.

Sum to infinity

A GP converges only if \( |r| < 1 \): then \( r^{n} \to 0 \) and

\[ S_{\infty} = \frac{a}{1 - r}, \qquad |r| < 1 \]

To explain why a GP has no sum to infinity, state the ratio and that its modulus is not less than 1. An AP never has a sum to infinity (unless every term is zero).

Partial sums of the geometric progression with first term 24 and ratio three quarters, plotted for n = 1 to 20. They rise quickly, then level off towards the dashed line at 96; S15 = 94.7 is below 95 and S16 = 95.04 is the first above it.
\( a = 24,\ r = \tfrac{3}{4} \): the partial sums approach \( S_{\infty} = 96 \) but never reach it. \( S_{16} \) is the first to exceed 95.

✏️Worked example

(a) Find the first three terms, in ascending powers of \(x\), of \( \left(2 - \tfrac{x}{4}\right)^{6} \). [3] (b) Hence find the coefficient of \( x^{2} \) in \( (1 + 3x)\left(2 - \tfrac{x}{4}\right)^{6} \). [2] (c) Find the term independent of \(x\) in \( \left(x^{2} - \tfrac{2}{x}\right)^{9} \). [3] (d) A geometric progression has first term 24 and sum to infinity 96. Find the common ratio, and the least number of terms whose sum exceeds 95. [5]

(a) \( 2^{6} + 6(2^{5})\left(-\tfrac{x}{4}\right) + 15(2^{4})\left(-\tfrac{x}{4}\right)^{2} = 64 - 48x + 15x^{2} \).

(b) \( x^{2} \) terms come from \( 1 \times 15x^{2} \) and \( 3x \times (-48x) \): \( 15 - 144 = -129 \).

(c) General term: \( \binom{9}{r}(x^{2})^{9 - r}\left(-\tfrac{2}{x}\right)^{r} = \binom{9}{r}(-2)^{r}x^{18 - 3r} \). Independent of \(x\) when \( 18 - 3r = 0 \), \( r = 6 \): \( \binom{9}{6}(-2)^{6} = 84 \times 64 = 5376 \).

(d) \( \dfrac{24}{1 - r} = 96 \Rightarrow 1 - r = \tfrac{1}{4} \Rightarrow r = \tfrac{3}{4} \). Then \( S_{n} = 96\left(1 - 0.75^{n}\right) > 95 \) gives \( 0.75^{n} < \tfrac{1}{96} \), so \( n\ln 0.75 < -\ln 96 \) and, dividing by the negative \( \ln 0.75 \),

\[ n > \frac{\ln 96}{\ln \frac{4}{3}} = 15.87\ldots \quad\Longrightarrow\quad n = 16 \]
Check it. \( S_{15} = 94.7 \) (not enough) and \( S_{16} = 95.04 \) (enough) ✓. In (a), put \( x = 0 \): \( 2^{6} = 64 \), the first term ✓.
Losing the sign of \(b\). Writing \( 6(2^{5})\left(\tfrac{x}{4}\right) = 48x \) in (a) makes (b) come out as \( 15 + 144 = 159 \). Bracket the second term with its minus sign, every time.

📝Practise

Written in the style of the current Paper 1 (no calculator) and Paper 2 (calculator) questions.

1. (No calculator.) Find the first four terms of \( (1 + 2x)^{5} \) in ascending powers of \(x\). [3]
\( 1 + 5(2x) + 10(2x)^{2} + 10(2x)^{3} = 1 + 10x + 40x^{2} + 80x^{3} \).
2. (No calculator.) Find the coefficient of \( x^{3} \) in the expansion of \( (3 - 2x)^{7} \). [2]
\( \binom{7}{3}(3)^{4}(-2)^{3} = 35 \times 81 \times (-8) = -22680 \).
3. (No calculator.) Find the term independent of \(x\) in \( \left(2x + \dfrac{1}{x^{2}}\right)^{6} \). [3]
General term \( \binom{6}{r}(2x)^{6 - r}x^{-2r} = \binom{6}{r}2^{6 - r}x^{6 - 3r} \). \( 6 - 3r = 0 \Rightarrow r = 2 \): \( \binom{6}{2}2^{4} = 15 \times 16 = 240 \).
4. (No calculator.) An arithmetic progression has first term 7 and common difference 4. Find the sum of the 10th to the 25th terms inclusive. [3]
\( S_{25} - S_{9} \). \( S_{25} = \tfrac{25}{2}(14 + 24 \times 4) = 1375 \); \( S_{9} = \tfrac{9}{2}(14 + 8 \times 4) = 207 \). Sum \( = 1168 \). (Subtract \( S_{9} \), not \( S_{10} \): the 10th term is included.)
5. (No calculator.) A geometric progression has second term 12 and fifth term 1.5. Find the first term, the common ratio and the sum to infinity. [4]
\( ar = 12 \), \( ar^{4} = 1.5 \). Dividing, \( r^{3} = \tfrac{1}{8} \), \( r = \tfrac{1}{2} \), so \( a = 24 \). \( S_{\infty} = \dfrac{24}{1 - \frac{1}{2}} = 48 \).
6. (No calculator.) Explain why the geometric progression \( 5, -7.5, 11.25, \ldots \) does not have a sum to infinity. [1]
The common ratio is \( -1.5 \), and \( |-1.5| = 1.5 > 1 \), so the terms do not tend to zero and the sum does not converge.
7. (Calculator.) Ari’s starting salary is $30 000. Plan A raises it by 4% each year; Plan B raises it by $1500 each year. Find the total earned over the first 10 years under each plan, and state which is greater. [5]
Plan A is a GP, \( a = 30000 \), \( r = 1.04 \): \( S_{10} = \dfrac{30000(1.04^{10} - 1)}{0.04} = 360\,000 \) (3 s.f.; $360 183). Plan B is an AP, \( a = 30000 \), \( d = 1500 \): \( S_{10} = 5(60000 + 9 \times 1500) = 367\,500 \). Plan B pays more over 10 years (though a percentage rise always wins eventually).

🔗Go deeper — other people’s work

These are external resources, not mine. If one stops working, tell me and everything above it on this page still stands.

  • Desmos — plot \( S_{n} \) for a GP and watch it level off at \( \tfrac{a}{1 - r} \)
  • Khan Academy — the binomial theorem and arithmetic and geometric series