Sean Oldfield, chief executive of Castle Trust, said the bespoke training course should take around 15 hours after which advisers will have to sit an exam.
Only selected intermediaries will be eligible to take the exam as Castle Trust is restricting its distribution partners.
It has not yet confirmed which networks will make up its panel.
Robert Sinclair, director of the Association of Mortgage Intermediaries, said: “Castle Trust wants to do due diligence on the firms they want to market through because they want to be very clear and take their responsibility seriously about who they are going to market to."
