It offers qualifications and resources for professional development, as well as setting standards of conduct and ethics for those in the industry.

It is headquartered in London and has offices in Sri Lanka, India, United Arab Emirates, Ireland, and Kenya.

It holds the UK licence to award the Certified Financial Planner (CFP) designation.

Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations.

CISI produces publications and workbooks, runs conferences and seminars and in-house training courses.