Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions 2.5 CPE

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

Prerequisites

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

Learning Objective

• 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: July 27, 2025