Professional Boundaries

PBI Professional Boundaries and Risk Management: A Primer US Edition (Primer-20)



$1695.00 Doctoral Degree and Advance/Independent Practice Rate (MD, DO, PA, DDS, Pharmacists, Advanced Practice Nurse, DC, DPT, DVM, DPM, Ph.D., Psy.D, etc.)

$1295.00 Non-Doctoral Degree and Nurse Rate (RN, LPN, PT, RT, OT, mental health, allied health, etc.)

Course Credit

20 CME/CE hours


For those lapses that should be “nipped in the bud,” may not rise to the level of formal discipline, but cause concern and merit course correction, the Primer is an appropriate intervention. An abbreviated, 20-hour version of our flagship Professional Boundaries and Ethics course, the Primer provides a combination of self-study, one-on-one coaching with faculty, and peer group experience, all aimed at developing insights and preventing more serious problems in the future. Included are a reading packet and other readings with knowledge checks, written assignments, two telephonic reviews of learning accomplishments and their Personalized Protection Plan with a PBI faculty member, and four sessions of the Maintenance and Accountability Seminar.


  1. Online component: Online assignments and readings totaling 14 hours
  2. Individual teleconference component: Individual discussions with course faculty to review assignments and course concepts totaling two hours
  3. Group teleconference component: Faculty-led group conference calls (MAS). One hour weekly for four weeks, totaling four hours
  4. Certificate distributed upon successful completion of course following final discussion with faculty

Professions this course is suitable for:

US-based physicians, dentists, veterinarians, chiropractors, physician assistants, nurses, mental health providers, EMT's, physical therapists, students, and a wide variety of other clinicians. This course can also be adapted to be applicable for attorneys.

*Canadian clinicians: Please visit the Canada Edition of this course.

This course addresses issues such as:

  • Professional misconduct
  • Non-Sexual and sexual boundary violations
  • Workplace relationships and disruptive behavior
  • Recognizing power imbalances
  • General boundary crossing & violations
  • Board-mandated or anticipated disciplinary action
  • Team or clinical communication issues

Course reviews and testimonials

"Great course. I feel more confident moving forward in my ability to prevent future boundary violations. This course helped me to process my circumstance and have a better understanding as to why my violation occurred in the first place."

"I am much more aware of red flags and risky behaviors in my practice that I would never have noticed prior to taking this course. I have a better understanding of myself and my actions and will be better able to prevent violations."

"Thank you for this course! I have become much more vigilant and careful in my assessment of risks and potentially vulnerable situations to avoid."

Learning objectives

  • To increase awareness to the spectrum of boundary crossings which place a professional at risk for a boundary violation or an accusation of misconduct
  • To obtain basic understanding of boundary theory and the dynamics which underlie boundary violations in order to assure that it does not occur or happen again
  • To develop a vigilance for early warning signs of potential boundary problems with patients to prevent their occurrence
  • To be able to gain insight into professional risk factors and personal vulnerabilities by relating the information gained from the course to a boundary crossing or violation which you may have experienced
  • To understand the multiple sources of professional power and how such power can be knowingly/unknowingly abused, resulting in a violation
  • To develop a Protection Plan to safeguard your practice, patients, and yourself


This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of the University of California, Irvine School of Medicine and Professional Boundaries, Inc. The University of California, Irvine School of Medicine is accredited by the ACCME to provide continuing medical education for physicians.

The University of California, Irvine School of Medicine designates these live activities each for a maximum of 20 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in activity.

Registration Options

Date: Open Enrollment

Type: Teleconference


How long does this course take to complete?
Most participants take five to six weeks from their registration date to their conclusion date. The course is self-paced and completion dates are determined by the speed that a participants completes each step. If participants need to complete the course in less than six weeks, please contact our staff so we can try and work with your schedule.
How do I know if this course is approved by my regulatory agency or board?
Most PBI Education courses are already approved, but we always recommend you send our course agenda to your agency for pre-approval before you register. Just click the "course agenda" button at the top of the page to download a copy of the agenda.
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