Course ID: PCBE

Professionalism, Civility and Business Etiquette

Success in the business world is about much more than just your technical knowledge. In order to present oneself with polish and authority, there is a set of rules one must know. Learn what it takes to be comfortable in most any business situation including: proper handshaking, introductions, cell phone, telephone and email etiquette, common courtesies for the office and appropriate thank-you’s. This program can also include business dining etiquette.

Learning Objectives

To ensure that everyone in an office is representing themselves and the company in the most positive and professional manner possible

Major Topics
  • Professional Image: Handshake, body language, professional attire; voice, space
  • Communication Savvy: Meeting people, proper introductions, conversation skills, mingling, networking, telephone etiquette, electronic etiquette, thank you notes
  • Dining Etiquette: American and continental styles of dining; napkin know-how, eating various foods, place settings, taking a client to dine

Who Should Attend

Financial Professionals

Fields of Study
Personal Development


Experience as a Financial Professional.

Business Learning Institute

CPE Credits


This course is available for your group as:


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