Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adopt behaviors to complement, balance or counteract the traits of others. This module provides guidance for effectively adapting to various personality styles.

Major Topics:

  • Defining primary personality style characteristics
  • Determining your own primary personality style and the style of others
  • Effectively adapting for improving interactions with various personality styles
  • Leveraging strengths and minimizing the negative impact of personality weaknesses
  • Applying personality style analysis to real-life situations involving clients, staff, peers and superiors


Learning Objectives
  • Discover and describe four primary personality styles, including relative strengths and weaknesses.
  • Recognize and discuss what traits you and others demonstrate.
  • Identify and list factors to consider to more effectively communicate and otherwise interact with others.
  • Explore and explain best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others.
Last updated/reviewed: March 4, 2024

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training Certification - Level 4 - Supervisor/Manager

  1. Audit Quality Control - Avoiding Peer Review Deficiencies
  2. Internal Control Deficiencies and Other Matters - Adding Value Through Required Auditor Communications
  3. Auditing Impairment of Long-Lived Assets, Including Goodwill - Identifying and Calculating Impairment Losses
  4. Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis
  5. Accounting Estimates, Including Fair Value - Evaluating the Propriety of Areas with Uncertainty
  6. Special Audit Considerations - Comprehending Requirements of Group Audits, Compliance Audits, Using the Work of a Specialist or Others, and More!
  7. The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques
  8. Management Skills - Exhibiting Traits of a Balanced Leader-Manager
  9. Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions
  10. Making Rain - Improving Success with Retaining Clients and Attracting Prospects
  11. General Ethics for Business Professionals
  12. Accounting Update - Hot Topics for Preparing Current Period Financial Statements
  13. Auditing & Attest Update - Hot Topics for Current Period Audits and Other Attest Services
5 Reviews (48 ratings)


Anonymous Author
This course gives great suggestions of how to deal with people with different personalities.

Anonymous Author
This was a very interesting study in personality styles. Not only did the course define they various styles, it provided information about how to interact with and react to associates who exhibit those styles

Anonymous Author
I really enjoyed this course. I like the way Jennifer breaks down the personality types into four categories, and it's easy to implement in your own work environment

Anonymous Author
Another fun class from Jennifer! This class will help you to understand about your team members better.

Anonymous Author
Very informative course. I recommend to anyone, don't have anything else to comment on.

Course Complexity: Intermediate

Prerequisite: Experience on complex audit engagements.
Designed For: Accountants with responsibilities for effectively interacting with others.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Learning Objectives for Personality Styles1:00
  Focus on Alpha Dogs20:08
  Focus on Social Motivators16:00
  Focus on Givers13:44
  Focus on Analyzers17:39
  Comparing and Contrasting Styles15:48
  Variability of Styles and Importance of Adaptability11:28
  Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions1:39:27
  Slides: Personality StylesPDF
  Personality Styles Glossary/ IndexPDF