Professional Presence: Mastering Client Relationships and Etiquette

  • Presenter: TBC
  • Level: Advanced
  • Study time: 1 Hour
  • Date: 8 December 2026
    08:00 - 09:00 
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Course overview
Strong client relationships are built on more than technical expertise — they depend on professionalism, communication, and how you ‘show up’ at client offices, which refers to much more than your dress code. From day-to-day interactions and managing expectations, to handling difficult client moments with confidence and diplomacy, your conduct directly impacts trust and reputation. This one-hour webinar equips finance professionals with practical guidance on client etiquette, professional communication, and relationship management in a client-facing environment. The session focuses on maintaining credibility, setting boundaries, and representing both yourself and your firm with confidence and integrity. Ideal for accountants, auditors, tax professionals, and finance staff who interact with clients and want to strengthen their professional presence while delivering exceptional client experiences.

In completing this learning engagement, you will have developed the following professional competencies indicated in the green section below:

What's included?

  • 1 Live event
  • 1 Quiz
  • 1 Certificate

Mastering Client Relationships and Etiquette

Link with SAICA Competency Framework

  • Competencies covered are Enabling and future competency group and Professional values and attitudes