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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: June 7, 2021

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training 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


Course Complexity: Intermediate

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

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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 .
Course Syllabus
  1:00Learning Objectives for Personality Styles
  20:08Focus on Alpha Dogs
  16:00Focus on Social Motivators
  13:44Focus on Givers
  17:40Focus on Analyzers
  15:48Comparing and Contrasting Styles
  11:28Variability of Styles and Importance of Adaptability
  1:39:28Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions
  PDFSlides: Personality Styles
  PDFPersonality Styles Glossary/ Index