Independent study guide

Finite Sums and Induction: Prove the Next Case

Distinguish a term from a partial sum, prove a geometric-sum identity and spot a circular argument. Three original exercises move from guided calculation to a proof with a shifted starting index.

Nablio · 16 minPublished

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A pattern can suggest a formula. A proof explains why that formula keeps working. In this lesson, you will connect a finite sum to its next term, then use that connection to prove a statement for every allowed integer.

Before starting, be comfortable substituting into a formula, expanding products and using exponent rules. You do not need calculus. The examples and exercises are original; they support the progressions and induction topics that may appear in Concordia MATH 202, rather than covering the whole course.

Use your course outline to choose the progressions and induction topics to practise.

1. Separate the term from the sum

A sequence is an ordered list of terms. Here aja_j denotes the term at position jj, where jj is a positive integer. For a positive integer nn, the partial sum Sn=∑j=1najS_n=\sum_{j=1}^{n}a_j adds the first nn terms; the symbol ∑\sum tells us to add, and jj runs from 1 through nn. A term and a partial sum generally have different values.

Worked example

An arithmetic progression adds the same real number dd, the common difference, at each step. If its first term is aa, then aj=a+(j−1)da_j=a+(j-1)d: reaching position jj takes j−1j-1 steps. For a=6a=6 and d=3d=3, the terms begin 6,9,12,156,9,12,15. Thus a4=15a_4=15, whereas S4=6+9+12+15=42S_4=6+9+12+15=42.

To derive a sum formula, write the same nn terms once forwards and once backwards. Add the two rows position by position. Each position totals a+ana+a_n, and there are nn positions: 2Sn=n(a+an).2S_n=n(a+a_n). This doubles the original sum even when nn is odd; the middle term then occurs once in each row.

Substitute an=a+(n−1)da_n=a+(n-1)d and divide by 2: Sn=n2(2a+(n−1)d).S_n=\frac{n}{2}\bigl(2a+(n-1)d\bigr). The four-term example gives S4=42(12+9)=42S_4=\frac42(12+9)=42. The formula gives a sum; it does not replace the separate formula for ana_n.

For any sequence, not just an arithmetic one, appending the next term gives Sk+1=Sk+ak+1.S_{k+1}=S_k+a_{k+1}. This identity comes from the definition of a partial sum. It will be the starting point for the induction step.

Common mistake. Using aka_k as the new term. It already belongs to SkS_k; the appended term has index k+1k+1.

Try it yourself

Guided check: let aj=7−2(j−1)a_j=7-2(j-1) for positive integers jj, and let Sn=∑j=1najS_n=\sum_{j=1}^{n}a_j. Find a5a_5 and S5S_5. Check the sum by pairing the first and last terms, then the second and fourth. Finally, write the actual term added when going from SkS_k to Sk+1S_{k+1}.

Show answer and reasoning
  1. Find the term and the sum separately

    The common difference is −2-2, so the first five terms are 7,5,3,1,−17,5,3,1,-1. In particular, a5=−1a_5=-1. The pairs total 7+(−1)=67+(-1)=6 and 5+1=65+1=6, with the middle term 3 left over. Thus S5=6+6+3=15S_5=6+6+3=15.

    The sum formula checks this: S5=52(7+(−1))=15S_5=\frac52(7+(-1))=15. A negative final term does not make the entire sum negative.

  2. Append the correct term

    Substituting j=k+1j=k+1 gives ak+1=7−2ka_{k+1}=7-2k. Therefore Sk+1=Sk+(7−2k)S_{k+1}=S_k+(7-2k). The expression 7−2(k−1)7-2(k-1) would be the old final term aka_k.

2. Prove the link from one case to the next

Let P(n)P(n) name a statement for integers n≥1n\ge1. Induction requires two ingredients: verify P(1)P(1), then show that P(k)P(k) implies P(k+1)P(k+1) for an arbitrary integer k≥1k\ge1. In the second part, assuming P(k)P(k) is allowed because you are proving a conditional implication. Assuming P(k+1)P(k+1) would assume the very result you still need to establish.

Worked example

A geometric progression multiplies by a fixed ratio at each step. Consider Gn=∑j=1n3⋅2j−1G_n=\sum_{j=1}^{n}3\cdot2^{j-1}, with terms 3,6,12,…3,6,12,\ldots. We will prove P(n):Gn=3(2n−1)P(n):G_n=3(2^n-1) for every integer n≥1n\ge1. Here nn counts terms; the exponent of the last term is n−1n-1.

Base case: G1=3G_1=3, and 3(21−1)=33(2^1-1)=3, so P(1)P(1) holds. For the induction step, choose an arbitrary integer k≥1k\ge1 and assume Gk=3(2k−1)G_k=3(2^k-1). The target is Gk+1=3(2k+1−1)G_{k+1}=3(2^{k+1}-1); writing this as a target does not make it an established equality.

Begin with the actual sum. Its new term is 3⋅2k3\cdot2^k. Only the second line below uses the induction hypothesis: Gk+1=Gk+3⋅2k=3(2k−1)+3⋅2k=3(2⋅2k−1)=3(2k+1−1).\begin{aligned}G_{k+1}&=G_k+3\cdot2^k\\&=3(2^k-1)+3\cdot2^k\\&=3(2\cdot2^k-1)\\&=3(2^{k+1}-1).\end{aligned} The last equality uses 2⋅2k=2k+12\cdot2^k=2^{k+1}.

We have established the target from the assumption, for an arbitrary allowed kk. Starting with the verified case 1, that same implication gives case 2, then case 3, and every subsequent integer case. This is why the proof reaches beyond a few numerical checks.

Common mistake. Writing the proposed formula for Gk+1G_{k+1} as the first established equality. Start from the sum or another fact already known, and reach the target.

Try it yourself

Find and repair the gap: for integers n≥1n\ge1, let Tn=∑j=1n5⋅3j−1T_n=\sum_{j=1}^{n}5\cdot3^{j-1}. A student wants to prove Tn=52(3n−1)T_n=\frac52(3^n-1). After a correct base case, they write only “Tk+1=52(3k+1−1)T_{k+1}=\frac52(3^{k+1}-1), which is the required result.” Explain why this is incomplete, then supply a valid induction step and conclusion.

Show answer and reasoning
  1. Identify what remains to be proved

    The student has stated the next case without deriving it. The induction hypothesis allows Tk=52(3k−1)T_k=\frac52(3^k-1), not the formula for Tk+1T_{k+1}. The base case is indeed correct: T1=5=52(3−1)T_1=5=\frac52(3-1).

  2. Start from the sum definition

    For an arbitrary integer k≥1k\ge1, assume the formula holds at kk. The new term is 5⋅3k5\cdot3^k, so Tk+1=Tk+5⋅3k=52(3k−1)+1023k=52(3⋅3k−1)=52(3k+1−1).\begin{aligned}T_{k+1}&=T_k+5\cdot3^k\\&=\frac52(3^k-1)+\frac{10}{2}3^k\\&=\frac52(3\cdot3^k-1)\\&=\frac52(3^{k+1}-1).\end{aligned} We have now reached the next case using the hypothesis. Together with the base case, this proves the formula for all integers n≥1n\ge1.

3. Choose the starting index and check the constant

A proof must begin at the first index covered by its claim. If a sum starts at j=2j=2 and ends at j=nj=n, it contains n−1n-1 terms when n≥2n\ge2. The first case of a claim for n≥2n\ge2 is therefore n=2n=2. More generally, let n0n_0 be the first allowed integer. A verified starting case P(n0)P(n_0) and an implication valid for every integer k≥n0k\ge n_0 establish P(n)P(n) for all integers n≥n0n\ge n_0.

Worked example

Why can’t the step replace the base case? Return to Gn=∑j=1n3⋅2j−1G_n=\sum_{j=1}^{n}3\cdot2^{j-1}. Someone proposes the wrong formula Hn=3⋅2nH_n=3\cdot2^n. It has the correct increment: Hk+1−Hk=3⋅2k.H_{k+1}-H_k=3\cdot2^k. But H1=6H_1=6, whereas G1=3G_1=3.

The proposed values stay 3 above the actual sums: Hn−Gn=3H_n-G_n=3. Matching successive differences determines a sequence only after its starting value is fixed. Checking the base case catches this constant error immediately.

For a new induction proof, write three lines before the algebra: the first allowed index, the exact hypothesis at kk, and the target at k+1k+1. Then derive the change in the actual sum from its bounds. These choices matter more than memorizing a stock proof.

Common mistake. Starting at n=1n=1 by habit, or treating nn as the number of terms when the lower summation index is not 1.

Try it yourself

Independent proof: for integers n≥2n\ge2, define Un=∑j=2n(2j+1)U_n=\sum_{j=2}^{n}(2j+1). Prove that Un=n(n+2)−3U_n=n(n+2)-3. State the first case, the induction hypothesis and the new term. Check the case n=4n=4 separately by direct addition.

Show answer and reasoning
  1. Start at the first allowed index

    At n=2n=2, there is one term: U2=2(2)+1=5U_2=2(2)+1=5. The proposed formula gives 2(2+2)−3=52(2+2)-3=5. Thus the correct base case holds.

  2. Prove the next case

    Choose an arbitrary integer k≥2k\ge2 and assume Uk=k(k+2)−3U_k=k(k+2)-3. The added term has index k+1k+1, so it is 2(k+1)+1=2k+32(k+1)+1=2k+3. Therefore Uk+1=Uk+(2k+3)=k(k+2)−3+2k+3=k2+4k=(k+1)(k+3)−3.\begin{gathered}U_{k+1}=U_k+(2k+3)\\=k(k+2)-3+2k+3\\=k^2+4k\\=(k+1)(k+3)-3.\end{gathered} Because k+3=(k+1)+2k+3=(k+1)+2, the final expression is exactly the proposed formula at k+1k+1. The base case and step prove the identity for every integer n≥2n\ge2.

  3. Check the interpretation of the bounds

    At n=4n=4, the three terms are 5,7,95,7,9, giving U4=21U_4=21. The formula gives 4(4+2)−3=214(4+2)-3=21. This check supports the arithmetic and term count; the induction argument establishes the claim for every allowed index.

Your next revision session

  • If your calculation failed, revisit substitution or factoring. If the algebra worked but the proof felt circular, mark exactly where you used the hypothesis and explain why that use is allowed.
  • Redo the shifted-index exercise without its solution. Then ask what changes in the first case, term count and new term if the lower summation index changes.
  • In a tutoring session, we can choose the first case, state the induction hypothesis and derive the next case together, or review a proof you have already tried. Your current MATH 202 outline can help us choose the topics to cover. Counting, inequalities, polynomials and complex numbers need separate practice when they are included in your section.

For that topic, try complex numbers: angles, powers and roots.

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