CAIEAS Level9709§1.6

Series

Arithmetic and geometric progressions, the sum to infinity, and the binomial expansion of (a + b)ⁿ when n is a positive whole number.

215 min read 7 sub-topics
146
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2021–2025 · 37 papers
13 marks
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At O Level you continued number patterns such as 3,7,11,…3, 7, 11, \ldots and multiplied out brackets such as (a+b)2(a+b)^{2} by hand. This note takes both ideas much further.

First come arithmetic progressions (add the same number each time) and geometric progressions (multiply by the same number each time): how to recognise them, find any term, add up the first nn terms and, when the terms of a geometric progression shrink, add infinitely many of them. Then the binomial expansion lets you write down (a+b)n(a+b)^{n}, or just the one term you need, without multiplying out. The last section deals with progressions whose terms involve trigonometry or come from another progression.

Before you start you should be able to
  • Solve a quadratic equation by factorising and by formula (see Quadratics) — many questions in this topic end in one

  • Solve a pair of simultaneous equations, and eliminate a variable by substitution or by dividing one equation by the other

  • Laws of indices, including (x2)3=x6\left(x^{2}\right)^{3} = x^{6}, 1x2=x−2\dfrac{1}{x^{2}} = x^{-2} and r5r3=r2\dfrac{r^{5}}{r^{3}} = r^{2}

  • Use the n!n! and nCr^{n}C_{r} buttons on your calculator, and simplify surds such as 16=66\dfrac{1}{\sqrt{6}} = \dfrac{\sqrt{6}}{6}

  • The exact values sin⁡30∘=12\sin 30^\circ = \tfrac12, cos⁡45∘=12\cos 45^\circ = \tfrac{1}{\sqrt2}, tan⁡60∘=3\tan 60^\circ = \sqrt3 (see Trigonometry)

By the end of this page you can
  • Decide from raw terms whether a progression is arithmetic, geometric or neither, and use the conditions 2b=a+c2b = a+c and b2=acb^{2} = ac to form an equation in an unknown

  • Use un=a+(n−1)du_n = a + (n-1)d and Sn=12n[2a+(n−1)d]S_n = \tfrac12 n\left[2a+(n-1)d\right] to solve arithmetic problems, including "how many terms", "which term (or sum) first passes a value" and "sum the terms between two values"

  • Use un=ar n−1u_n = ar^{\,n-1} and Sn=a(1−rn)1−rS_n = \dfrac{a(1-r^{n})}{1-r}, and find rr from non-adjacent terms by dividing

  • State the convergence condition ∣r∣<1|r| < 1, use S∞=a1−rS_\infty = \dfrac{a}{1-r}, and choose the valid root when a quadratic in rr gives two

  • Find the sum to infinity of a progression made from another one — the terms left after some are removed, or every third term

  • Expand (a+b)n(a+b)^n fully or up to a stated power, using Pascal's triangle or nCr^{n}C_{r}, including brackets containing 1x\dfrac{1}{x}

  • Find one specific term or coefficient — including the term independent of xx — without expanding anything else

  • Find the coefficient of xkx^{k} in a product of two brackets by collecting every pairing whose powers add to kk, and solve the resulting equation for a constant

  • Handle the hybrids: progressions whose terms are trigonometric, and problems where the terms of one progression form another

01

Sequences, progressions, and telling them apart

Syllabus requirement · §1.6

“

recognise arithmetic and geometric progressions … Including knowledge that numbers a, b, c are ‘in arithmetic progression’ if 2b = a + c (or equivalent) and are ‘in geometric progression’ if b² = ac (or equivalent).

”

A sequence is just a list of numbers in a fixed order:

3, 7, 11, 15, 19, …3,\ 7,\ 11,\ 15,\ 19,\ \ldots

We call the numbers terms. The first term gets the symbol u1u_1, the second u2u_2, and in general the nnth term is unu_n. In this list u1=3u_1 = 3, u4=15u_4 = 15.

A series is what you get when you add the terms of a sequence: 3+7+11+15+193 + 7 + 11 + 15 + 19. The sum of the first nn terms gets the symbol SnS_n, so here S3=3+7+11=21S_3 = 3 + 7 + 11 = 21.

A progression is a sequence built by one repeated rule. The syllabus needs exactly two of them.

The two rules

Look at what happens between consecutive terms.

3, 7, 11, 15, 19each term is the one before + 43,\ 7,\ 11,\ 15,\ 19 \qquad \text{each term is the one before } \mathbf{+\,4}

Nothing is being multiplied; the same number is being added every time. That is an arithmetic progression (AP), and the number you add is the common difference, written dd. Here d=4d = 4. Note that dd can be negative — 20,17,14,1120, 17, 14, 11 is an AP with d=−3d = -3 — and it can be a fraction.

3, 6, 12, 24, 48each term is the one before × 23,\ 6,\ 12,\ 24,\ 48 \qquad \text{each term is the one before } \mathbf{\times\,2}

Now nothing is being added; the same number is being multiplied in every time. That is a geometric progression (GP), and the multiplier is the common ratio, written rr. Here r=2r = 2. Again rr can be negative (3,−6,12,−243, -6, 12, -24 has r=−2r = -2) and it is very often a fraction.

The letter aa always means the first term of whichever progression you are in.

ARITHMETIC— add the same number each time+4+4+4+437111519d = 4GEOMETRIC— multiply by the same number each time×2×2×2×236122448r = 2

An arithmetic progression grows by the same amount at every step, so the bars rise evenly. A geometric one is multiplied by the same factor at every step, so each rise is bigger than the one before.

How to test a list you are handed

Take the first three terms u1,u2,u3u_1, u_2, u_3 and do both checks:

  • Differences. Is u2−u1u_2 - u_1 equal to u3−u2u_3 - u_2? If yes, it is arithmetic and that number is dd.
  • Ratios. Is u2u1\dfrac{u_2}{u_1} equal to u3u2\dfrac{u_3}{u_2}? If yes, it is geometric and that number is rr.

Try it on 1, 4, 9, 161,\ 4,\ 9,\ 16: the differences are 3,5,73, 5, 7 — not equal, so not arithmetic. The ratios are 44 and 2.252.25 — not equal, so not geometric. It is neither; it is the square numbers, and none of the formulae on this page apply to it.

The three-term conditions, and where they come from

Exam questions rarely hand you numbers. They hand you expressions — "the first three terms of a geometric progression are 2525, 4q−14q-1 and 13−q13-q" — and expect you to turn the words "are in geometric progression" into an equation.

You could do that with the ratio test, but there is a tidier form. Suppose aa, bb, cc are three consecutive terms.

If they are arithmetic, the two gaps are equal:

b−a=c−bb - a = c - b

Add bb to both sides and add aa to both sides:

2b=a+c2b = a + c

If they are geometric, the two ratios are equal:

ba=cb\frac{b}{a} = \frac{c}{b}

Cross-multiply:

b2=acb^{2} = ac

That is all they are — the difference test and the ratio test, rearranged so there are no fractions to trip over.

Three consecutive terms a, b, c
2b=a+c2b = a + c

…are in arithmetic progression

b2=acb^{2} = ac

…are in geometric progression

d=b−a=c−bd = b - a = c - b

Common difference, either gap

r=ba=cbr = \dfrac{b}{a} = \dfrac{c}{b}

Common ratio, either ratio

“Middle term squared equals the outer two multiplied”

b2=acb^{2} = ac is worth saying out loud in words, because in the exam the three terms will be ugly expressions and you need to know which one is the middle. For 2525, 4q−14q-1, 13−q13-q it gives

(4q−1)2=25(13−q)(4q-1)^{2} = 25(13-q)

directly, with no fractions anywhere. That single line is usually the first mark.

Demonstration on invented numbers

Before touching a past paper, watch the machinery work on numbers chosen to be clean.

Suppose the first three terms of an arithmetic progression are xx, 2x+12x+1 and x2−2x^{2}-2. Find xx.

The words "arithmetic progression" mean 2b=a+c2b = a + c, with a=xa = x, b=2x+1b = 2x+1, c=x2−2c = x^{2}-2:

2(2x+1)=x+(x2−2)2(2x+1) = x + \left(x^{2}-2\right)

Expand the left-hand side:

4x+2=x+x2−24x + 2 = x + x^{2} - 2

Collect everything on the side that keeps x2x^{2} positive:

0=x2+x−2−4x−20 = x^{2} + x - 2 - 4x - 2 0=x2−3x−40 = x^{2} - 3x - 4

Factorise:

(x−4)(x+1)=0⟹x=4  or  x=−1(x-4)(x+1) = 0 \quad\Longrightarrow\quad x = 4 \ \text{ or } \ x = -1

Now check both roots against the question, which is the step students skip.

  • x=4x = 4 gives the terms 4, 9, 144,\ 9,\ 14. Differences 55 and 55. A genuine AP with d=5d = 5. ✓
  • x=−1x = -1 gives the terms −1, −1, −1-1,\ -1,\ -1. Differences 00 and 00. Technically an AP, but a constant one with d=0d = 0.

If the question had said "the common difference is not zero" — and questions do say exactly that — the second root would have to be rejected. That is the whole point of the sentence.

Now the same thing for a geometric progression, so you can see the quadratic arrive from the other condition.

The first three terms of a geometric progression are xx, 66 and x+5x+5. Find the possible values of xx.

Here b2=acb^{2} = ac gives

62=x(x+5)6^{2} = x(x+5) 36=x2+5x36 = x^{2} + 5x x2+5x−36=0x^{2} + 5x - 36 = 0 (x+9)(x−4)=0⟹x=4  or  x=−9(x+9)(x-4) = 0 \quad\Longrightarrow\quad x = 4 \ \text{ or } \ x = -9

Check both:

  • x=4x = 4: terms 4, 6, 94,\ 6,\ 9, so r=64=32r = \tfrac{6}{4} = \tfrac32, and 6×32=96 \times \tfrac32 = 9. ✓
  • x=−9x = -9: terms −9, 6, −4-9,\ 6,\ -4, so r=6−9=−23r = \tfrac{6}{-9} = -\tfrac23, and 6×−23=−46 \times -\tfrac23 = -4. ✓

Both are real geometric progressions. A negative common ratio is perfectly legal — it just makes the terms alternate in sign. Unless the question tells you xx is positive, or that the progression converges, or that rr is negative, you must give both.

Turning “are in … progression” into an answer
  1. 1

    Write down which condition applies. Arithmetic ⇒2b=a+c\Rightarrow 2b = a+c. Geometric ⇒b2=ac\Rightarrow b^{2} = ac. Identify aa, bb, cc explicitly — the middle expression is bb.

    This one line is almost always worth a mark on its own, even if everything after it goes wrong.

  2. 2

    Expand both sides and collect into a three-term quadratic =0= 0. Do not cancel anything yet.

    Mark schemes award a mark for “reaching a 3-term quadratic”. Cancelling an x too early can lose a root.

  3. 3

    Solve it — factorise if you can, otherwise the formula. Show the solving method: several mark schemes say "SC B1 if no method shown for solving the quadratic", meaning a bare answer costs you.

  4. 4

    Read the question again and filter the roots. Look for the words positive, negative, not zero, convergent, all terms are positive. Each of those exists solely to kill one root.

    Examiners write these conditions in because they know two roots come out. Ignoring them is the standard way to lose the final A mark.

  5. 5

    Feed the surviving root back in and answer what was actually asked — usually a term or a sum, not xx itself.

Three expressions in geometric progression

9709/13 O/N 2023 Q5(a)3 marks

The first, second and third terms of a geometric progression are 2p+62p + 6, 5p5p and 8p+28p + 2 respectively.

Find the possible values of the constant pp.

Show full working
  1. 1

    "Geometric" means b2=acb^{2} = ac. The middle term is b=5pb = 5p, and the outer two are a=2p+6a = 2p + 6 and c=8p+2c = 8p + 2: (5p)2=(2p+6)(8p+2)(5p)^{2} = (2p+6)(8p+2)

    Name the middle term first. Squaring the wrong expression is the usual way this line goes wrong.

  2. 2

    Left-hand side: (5p)2=25p2(5p)^{2} = 25p^{2} — the 5 is squared as well as the pp.

  3. 3

    Right-hand side, one product at a time: (2p+6)(8p+2)=16p2+4p+48p+12=16p2+52p+12(2p+6)(8p+2) = 16p^{2} + 4p + 48p + 12 = 16p^{2} + 52p + 12

  4. 4

    Set them equal: 25p2=16p2+52p+1225p^{2} = 16p^{2} + 52p + 12

  5. 5

    Collect everything on the left, keeping the p2p^{2} term positive: 9p2−52p−12=09p^{2} - 52p - 12 = 0

    This three-term quadratic is itself a method mark, so write it down before solving.

  6. 6

    Factorise. Two numbers multiplying to 9×(−12)=−1089 \times (-12) = -108 and adding to −52-52 are −54-54 and 22: 9p2−54p+2p−12=9p(p−6)+2(p−6)=(9p+2)(p−6)=09p^{2} - 54p + 2p - 12 = 9p(p-6) + 2(p-6) = (9p+2)(p-6) = 0

  7. 7

    So p=6orp=−29p = 6 \qquad\text{or}\qquad p = -\frac29

  8. 8

    Check both. p=6p = 6 gives 18, 30, 5018,\ 30,\ 50: ratio 3018=53\tfrac{30}{18} = \tfrac53 and 30×53=5030 \times \tfrac53 = 50 ✓. p=−29p = -\tfrac29 gives 509, −109, 29\tfrac{50}{9},\ -\tfrac{10}{9},\ \tfrac29: ratio −15-\tfrac15 and −109×(−15)=29-\tfrac{10}{9} \times \left(-\tfrac15\right) = \tfrac29 ✓.

    Nothing in the question restricts p, so both values are answers. Only reject a root when the question gives you a reason.

Answer

p=6p = 6 or p=−29p = -\tfrac29

Compare this with the invented demonstrations above: the same three moves — write b2=acb^{2} = ac, reach a three-term quadratic, solve — and then read the question for a condition. Here there is none, so both roots stand.

Common mistakes
  • For terms a, b, ca,\ b,\ c in GP, writing b2=a+cb^{2} = a + c

    b2=acb^{2} = ac for geometric; 2b=a+c2b = a + c for arithmetic

    The two conditions get swapped constantly under pressure. Geometric multiplies, so its condition multiplies.

  • a2−3a=0⇒a=3a^{2} - 3a = 0 \Rightarrow a = 3

    a(a−3)=0⇒a=0a(a-3) = 0 \Rightarrow a = 0 or a=3a = 3

    Dividing an equation by the unknown deletes a root. Factorise instead — then reject on the question's own words.

  • Giving both roots when the question says “qq is a positive constant”

    Rejecting the root that breaks the stated condition, and saying so

    Every ‘positive’, ‘negative’, ‘non-zero’ and ‘convergent’ in a stem is there to remove exactly one root.

  • Finding xx and stopping

    Substituting xx back and answering what was asked — the 10th term, or the sum of the first 50 terms

    Finding the unknown is usually only the middle of the question. The last marks are for using it.

  • Treating 1, 4, 9, 161,\ 4,\ 9,\ 16 as a progression and reaching for un=a+(n−1)du_n = a+(n-1)d

    Checking the differences and the ratios first — this one is neither

    Only APs and GPs are on the syllabus. If a list is neither, the question is asking something else.

Your turn — recognising

Work each one to a final number. The habit to build is the last step: check your root against the words in the question before writing the answer down.

  1. 1

    Decide whether each list is arithmetic, geometric or neither. Where it is a progression, state aa and dd or aa and rr.

    (i) 5, 9, 13, 175,\ 9,\ 13,\ 17 (ii) 5, 10, 20, 405,\ 10,\ 20,\ 40 (iii) 2, 6, 12, 202,\ 6,\ 12,\ 20 (iv) 81, −27, 9, −381,\ -27,\ 9,\ -3

    Stuck? Show hint

    For each list write the three differences underneath, then the three ratios. Only one of those rows will be constant — if neither is, it is neither.

    Show solution
    1. 1

      (i) Differences: 9−5=49-5 = 4, 13−9=413-9 = 4, 17−13=417-13 = 4. Constant. Arithmetic, a=5a = 5, d=4d = 4.

    2. 2

      (ii) Differences: 5,10,205, 10, 20 — not constant. Ratios: 105=2\tfrac{10}{5} = 2, 2010=2\tfrac{20}{10} = 2, 4020=2\tfrac{40}{20} = 2. Constant. Geometric, a=5a = 5, r=2r = 2.

    3. 3

      (iii) Differences: 4,6,84, 6, 8 — not constant. Ratios: 3,2,2012=533, 2, \tfrac{20}{12} = \tfrac53 — not constant. Neither.

      These are the numbers n(n+1). A perfectly good sequence, but no Paper 1 formula applies to it.

    4. 4

      (iv) Ratios: −2781=−13\tfrac{-27}{81} = -\tfrac13, 9−27=−13\tfrac{9}{-27} = -\tfrac13, −39=−13\tfrac{-3}{9} = -\tfrac13. Constant. Geometric, a=81a = 81, r=−13r = -\tfrac13.

      A negative ratio makes the signs alternate. It is still a perfectly ordinary GP.

    Answer

    (i) AP, a=5a=5, d=4d=4 · (ii) GP, a=5a=5, r=2r=2 · (iii) neither · (iv) GP, a=81a=81, r=−13r=-\tfrac13

  2. 29709/12 M/J 2022 Q4(a)2 marks

    The first, second and third terms of an arithmetic progression are kk, 6k6k and k+6k + 6 respectively.

    Find the value of the constant kk.

    Stuck? Show hint

    Use 2b=a+c2b = a + c with the middle term 6k6k. This time the equation is linear, not quadratic.

    Show solution
    1. 1

      Apply 2b=a+c2b = a + c with a=ka = k, b=6kb = 6k, c=k+6c = k + 6: 2(6k)=k+(k+6)2(6k) = k + (k + 6)

    2. 2

      Simplify each side: 12k=2k+612k = 2k + 6

    3. 3

      Subtract 2k2k from both sides: 10k=610k = 6

    4. 4

      Divide by 1010: k=610=0.6k = \frac{6}{10} = 0.6

    5. 5

      Check: the terms are 0.6, 3.6, 6.60.6,\ 3.6,\ 6.6, with gaps 33 and 33 ✓.

      Writing the three numbers out takes seconds and confirms the answer.

    Answer

    k=0.6k = 0.6

  3. 39709/11 M/J 2023 Q6(a)3 marks

    The first three terms of an arithmetic progression are p26\dfrac{p^{2}}{6}, 2p−62p-6 and pp.

    Given that the common difference of the progression is not zero, find the value of pp.

    Stuck? Show hint

    Use 2b=a+c2b = a+c, then multiply everything by 6 to clear the fraction before you try to factorise.

    Show solution
    1. 1

      Apply 2b=a+c2b = a + c with a=p26a = \dfrac{p^{2}}{6}, b=2p−6b = 2p-6, c=pc = p: 2(2p−6)=p26+p2(2p-6) = \frac{p^{2}}{6} + p

    2. 2

      Expand the left-hand side: 4p−12=p26+p4p - 12 = \frac{p^{2}}{6} + p

    3. 3

      Multiply every term by 66 to clear the fraction: 24p−72=p2+6p24p - 72 = p^{2} + 6p

      Multiply every term, including the ones that had no fraction. Missing one is where this question goes wrong.

    4. 4

      Collect on the side that keeps p2p^{2} positive: 0=p2+6p−24p+72=p2−18p+720 = p^{2} + 6p - 24p + 72 = p^{2} - 18p + 72

    5. 5

      Factorise — look for two numbers multiplying to 7272 and adding to −18-18, namely −6-6 and −12-12: (p−6)(p−12)=0⟹p=6  or  p=12(p-6)(p-12) = 0 \quad\Longrightarrow\quad p = 6 \ \text{ or } \ p = 12

    6. 6

      Now use the condition. Test p=6p = 6: the terms are 366=6\dfrac{36}{6} = 6,  2(6)−6=6\ 2(6)-6 = 6,  6\ 6. That is 6, 6, 66,\ 6,\ 6, so d=0d = 0 — rejected.

      This is exactly what “the common difference is not zero” was put there for. Test each root against it explicitly.

    7. 7

      Test p=12p = 12: the terms are 1446=24\dfrac{144}{6} = 24,  2(12)−6=18\ 2(12)-6 = 18,  12\ 12. Gaps of −6-6 and −6-6, so d=−6≠0d = -6 \neq 0. ✓

    Answer

    p=12p = 12

In the exam
37 parts · 130 marks · 3.5 marks each, 2021–2025

"Recognising" sounds like a one-mark skill, but it is rarely asked on its own. The usual design is: the condition 2b=a+c2b = a + c or b2=acb^{2} = ac produces a quadratic, the question's wording removes one root, and the surviving value is then pushed through a sum or a sum to infinity. Expect to use all three steps in one question.

Practise recognising progressionsReal past-paper questions · Recognising arithmetic and geometric progressions

The rest of this note

Checking your access…

Can you do all of these?

  • Decide from raw terms whether a list is arithmetic, geometric or neither

  • Turn "aa, bb, cc are in geometric progression" into b2=acb^2 = ac and solve the quadratic that follows

  • Reject a root because the question said "positive", "negative", "non-zero" or "convergent"

  • Find aa and dd from two facts, then answer what was actually asked

  • Find the smallest nn for which a term is negative, rounding the inequality the right way

  • Sum the terms of an AP that lie between two given values, counting inclusively

  • Find the least nn for which SnS_n passes a value, by solving a quadratic inequality in nn

  • Find rr from two non-adjacent terms by dividing and taking the appropriate root

  • Use Sn=a(1−rn)1−rS_n = \dfrac{a(1-r^n)}{1-r}, and switch to the a(rn−1)r−1\dfrac{a(r^n-1)}{r-1} form when r>1r > 1

  • State ∣r∣<1|r| < 1 unprompted, and use it to reject a root of a quadratic in rr

  • Compute S∞=a1−rS_\infty = \dfrac{a}{1-r}, and set it equal to a given value to find aa or rr

  • Find the sum to infinity of the terms left after removing some, or of every third term (ratio r3r^3)

  • Expand (a+b)n(a+b)^n using Pascal's triangle for small nn and nCr^{n}C_{r} for large nn

  • Write the general term (nr)an−rbr\binom{n}{r}a^{n-r}b^{r} and pick out one coefficient without expanding

  • Find the term independent of xx by setting the total power of xx to zero

  • Find the coefficient of xkx^k in a product of two brackets by collecting every pairing, including pairings with negative powers

  • Set a coefficient equal to a given number and solve the resulting equation for a constant

  • Divide consecutive trigonometric terms, cancel, and get a simple rr such as 2sin⁡θ2\sin\theta; use exact trigonometric values when the angle is given

  • Substitute s=sin⁡θs = \sin\theta, solve the quadratic, and convert back with sin⁡−1\sin^{-1}

  • Write the 2nd, 5th and 11th terms of an AP and impose b2=acb^2 = ac on them

  • Factorise rather than divide by dd, then reject d=0d = 0 using the stated condition

Now do the questions
146 real Paper 1 parts from 2021–2025, sorted by difficulty, with mark schemes