The Charity, together with other third-party institutions, will establish the DAF Philanthropic Expert Consultant Training Program (hereinafter the ‘Training Program’) to conduct training for philanthropic expert consultants.
（1）Positioning of the Training Program
The Training Program is mainly open to philanthropic expert consultants who intend to apply for registration of database admission or the ones who have finished such registration without training. Through the systematic training concerning the practical operation of the Charity and assessment of their professional levels, philanthropic expert consultants will obtain comprehensive understanding of their roles and duties, and then utilize their profession to offer better charitable services to relevant people.
（2）Rules for Training
The Charity will formulate the Administrative Measures for the DAF Philanthropic Expert Consultant Training Program (hereinafter the ‘Administrative Measures for the Training Program’), according to which parties to the Training Program shall conduct work.
（3）Establishing the Database of Cooperative Institutions of the Training Program
In order to establish a competitive training platform, optimize the training process and efficiently achieve objectives of the training, the Charity will establish the Database of Cooperative Institutions of the Philanthropic Expert Consultant Training Program (hereinafter the ‘Database of Cooperative Institutions of the Training Program’).
① Types of Cooperative Institutions of the Training Program
Cooperative institutions of the Training Program are divided into following two types:
a) Non-profit organizations authorized or recognized by the Charity, such as non-profit organizations which have become qualified grantees of the Charity;
b) For-profit organizations authorized or recognized by the Charity, such as for-profit project management companies or professional training institutions.
② Requirements for a Cooperative Institution of the Training Program
Requirements for a cooperative institution of the Training Program are as follows:
a) The institution has become a Strategic Cooperation Partner of the Charity;
b) The institution has registered as an institutional member of the China DAF Forum when the Forum comes into its mature operation; and
c) The institution meets other requirements recognized by the Charity for carrying out relevant training activities.
③ Database Admission Review and Confirmation of Cooperative Institutions of the Training Program
The Secretary-General’s Staff Meeting will conduct the database admission review and confirmation for the applicant institution, to see if it meets requirements set in the Administrative Measures for Admission of Professionals into the Databases of Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants of the China DAF Charity. Qualified institutions will be listed in the Database of Cooperative Institutions of the Training Program and on the official website of the Charity.
④ Duties of Cooperative Institutions of the Training Program
Cooperative institutions shall carry out the Training Program in accordance with the Administrative Measures for the Training Program. Main duties of cooperative institutions are as follows:
a) To carry out the Training Program, subject to training outlines or requirements set by the Charity, as a separate program or integrate the Training Program’s courses into its developed curriculum, as part of its overall course system, in order to finish the Training Program through the completion of the systematic training of overall curriculum;
b) To design questions of the unified examination of admission into the database based on the content of the Training Program, and to take charge of the unified examination;
c) To issue certificates of training, together with the Charity, to philanthropic expert consultants based on its own request.
（4）Main Content of the Training
In order to visualize courses, the Charity will produce video courses and materials for learning based on the content of the Training Program as follows:
① The application of the Donor Advised Fund;
② The basic operation and business practical model of the Charity;
③ The operating system of the China DAF Forum;
④ The operating system of the DAF Family Legacy Office;
⑤ The operating system of the DAF-Giving Charitable Training Projects;
⑥ The operation of the DAF Account Service System;
⑦ Other overall and comprehensive knowledge related to the Charity or cooperative platforms of the Charity; and
⑧ When conditions are favorable, the Training Program will include training concerning Strategic Philanthropy.
（5）Master Trainer and Master Coach
In order to encourage philanthropic expert consultants to provide charitable services for trainees, the cooperative institutions of the Training Program and the Charity are entitled to select one or more philanthropic expert consultants from corresponding database to be master trainers or master coaches.
① Master Trainers
Master trainers are mainly positioned to provide trainees with charitable services including teaching knowledge and skills. They are mainly responsible for:
a) On-site teaching conducted according to syllabus of the Training Program provided by the Charity; and
b) Recording video courses for trainees to learn according to syllabus of the Training Program provided by the Charity.
② Master Coaches
Master coaches are mainly positioned to provide trainees with practical charitable services. They are mainly responsible for:
a) Assisting trainees in organizing and tutoring them to complete relevant courses during on-site teaching of master trainers; and
b) Organizing and coordinating relevant courses as well as leading trainees to complete relevant courses when trainees choose recorded video courses provided by the Charity or master trainers as their main training form.
Cooperative institutions may select online question-answering examination as assessment for candidates for the positions of philanthropic expert consultants who have finished the Training Program. It may be held as an open book test.
（7）Development of the Adaptive Learning Management System
For the purposes of creating a well-developed, efficient, and systematic online training platform available for trainees both domestically and abroad, when conditions are favorable, both parties may collaborate with other institutions in developing the Adaptive Learning Management System, which is suitable for every trainee. The development of a system that is trainee-oriented based on advanced software for course design, such as ‘generalized intellectual frame for tutoring’ (GIFT), and trainees’ past experiences, educational backgrounds, and work experience. A Learning Record Store for each trainee will be established to maximize the achievements of individualized teaching.
Training goals, time schedules, places, equipment, teachers, materials, scale, scope, methods, as well as training budget and expenses will be elaborated on in the Administrative Measures for the Training Program.
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Administrative Measures for Admission of Professionals into the Databases of Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants of the China DAF Charity
Administrative Measures for the DAF Philanthropic Expert Consultant Training Program
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